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dynamiczip:faq:sales_tax_posting_account_faq

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dynamiczip:faq:sales_tax_posting_account_faq [2015/03/05 20:25] (current)
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 +====== How can I setup the sales tax posting account? ======
 +You can setup default accounts, and you can assign accounts to tax details. ​
 +
 +===== Default Posting Account Setup =====
 +
 +Microsoft Dynamics GP provides a default posting account for sales tax liability. Taxes associated with any [[dynamiczip:​glossary:​Tax Detail]] that does not have a specific posting account assigned to it will be posted to that default posting account.
 +
 +==== To set the default posting account in Microsoft Dynamics GP ====
 +
 +  - Open the Posting Accounts Setup window (Setup >> Posting >> Posting Accounts).
 +  - Choose the Sales series from the Display list.
 +  - Scroll down to Taxes and type the default posting account of your choice.
 +  - Click OK. 
 +
 +==== To set the default posting account per state in DynamicZip ====
 +
 +  - Open the [[dynamiczip:​windows:​DZ State Setup window]]. ​
 +  - Enter or lookup a State.
 +  - Enter or lookup a posting account. **NOTE:** The State Setup window'​s Posting Account field will only be used for __new tax details__. Any existing tax details'​ posting accounts will not be updated by this field.
 +
 +
 +==== Tax Detail Posting Account Setup ====
 +
 +Microsoft Dynamics GP provides the option to set a posting account per tax detail ID. To assist with managing the vast number of tax detail IDs, DynamicZip provides the option to set the tax details'​ posting accounts en mass.\\
 + 
 + === Tax Detail Maintenance ===
 +
 +  - Open the Microsoft Dynamics GP [[dynamics:​windows:​Tax Detail Maintenance window]]. ​
 +  - Select the desired tax detail ID. 
 +  - If a posting account is entered in the Account field, then it will be used for this tax detail instead of the account listed in Posting Account Setup above. ​
 +
 +=== DZ Set Posting Accounts ===
 +
 +This window allows you to set the posting account for multiple tax details at once.
 +
 +  - Open the [[dynamiczip:​windows:​DZ Set Posting Accounts window]]. ​
 +  - Enter a Type of Sales or Purchases. ​
 +  - Use one of the available Selection Methods to include the tax details of your choice.
 +  - You can also limit by Taxable or Exempt details if you need to.
 +  - Enter or lookup a posting account.
 +  - Press the Preview button to see a report of the changes to be made with your current settings.
 +  - Press the Update button to set the posting account.
 +
 +----
 +
 +[[dynamiczip:​faq:​Frequently Asked Questions]] ​
 +\\ 
 +\\ 
 +\\ 
  
dynamiczip/faq/sales_tax_posting_account_faq.txt ยท Last modified: 2015/03/05 20:25 (external edit)