(CAN) Set up GST/HST and post a purchase order with tax on acquisition details
Platí pro: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Taxpayers in Canada use form GST 34 to manually file Goods and Services Tax or Harmonized Sales Tax (GST/HST) returns and to remit payments to the Canada Revenue Agency (CRA). However, the CRA allows taxpayers to file and remit taxes calculated on acquired fixed assets electronically. You can file GST/HST returns electronically using any of the following methods:
Net file transfer – An Internet-based filing service that allows taxpayers to file their returns directly over the Internet.
Electronic Data Interchange (EDI) – A data transfer method that taxpayers can use to file their returns directly with the CRA or through a third-party service provider.
GST/HST Internet File Transfer (GIFT) – An uploading tool used to submit text files to the CRA website for filing GST/HST returns and remitting payments.
Before you generate a GIFT file, set up your software identification code, sales tax code, and sales tax group. Use the following procedures to enter legal entity details, sales tax code, and sales tax group for GIFT, and to create sales tax entries for taxes paid on acquisition.
Set up legal entities for GIFT
When you submit a request to CRA to perform an Internet file transfer, CRA provides a software identification code. The first two characters are alphabetical and the last six characters are numerical. You must enter this identification code in the Právnické osoby form correctly to process your returns.
Klepněte na tlačítko Správa organizace > Nastavení > Organizace > Právnické osoby.
Click the Statutární vykazování FastTab, and in the Registrační číslo field, enter the registration number that the CRA provided to you when you registered for GST/HST.
In the Identifikační kód softwaru field, enter the software identification code to transfer the returns.
Click Identifikátory účtu to open the Identifikátory účtu form.
On the Přehled tab, in the Identifikátor programu field, select GST/HST.
In the Odkaz na číslo field, enter the reference number provided by the CRA.
Close the forms to save your changes.
Set up tax codes for GIFT
Use the Kódy DPH form to set up tax codes to calculate GST/HST for the GIFT file.
Klepněte na tlačítko Hlavní kniha > Nastavení > DPH > Kódy DPH.
Press CTRL+N to create a new tax code.
In the Kód DPH field, enter a code, such as GST/HST, and then enter general information about the sales tax code.
Click the Výpočet tab and enter the calculation details to calculate the GST/HST amount.
Click Hodnoty to open the Hodnoty form. Enter the dates during which the tax code is in effect.
In the Hodnota field, enter the percentage for the calculation.
Close the forms to save your changes.
Set up tax groups for GIFT
Use the Skupiny DPH form to set up sales tax groups. You can assign the sales tax groups to companies, and the taxes will be calculated based on the tax codes that were in effect when the transactions took place.
Klepněte na tlačítko Hlavní kniha > Nastavení > DPH > Skupiny DPH.
Press CTRL+N to create a new sales tax group.
In the Skupina DPH field, enter a name, such as GST/HST, and then enter general information about the sales tax group.
Click the Nastavení tab, and in the Kód DPH field, select a sales tax code to add to the sales tax group.
Close the form to save your changes.
Create sales tax entries for tax on acquisition
The details of the taxes paid on asset acquisition are recorded in the Nákupní objednávka form. This procedure helps you to collect the tax information required for the GIFT file from the purchase order.
Klepněte na tlačítko Závazky > Společné > Nákupní objednávky > Všechny nákupní objednávky. Click Nákupní objednávka to create a new purchase order.
Click the Detaily řádku FastTab, and then click the Nastavení tab, in the GST/HST field, select Daň z akvizice.
Click the Dlouhodobý majetek tab, and then enter the fixed asset details for the purchase order. For more information, see O aktiva získaná prostřednictvím zadávání veřejných zakázek and Informace o integraci dlouhodobého majetku.
Click Faktura > Faktura to open the Faktury dodavatele form.
Select the transaction line to be posted.
Click Zpracovat > Zaúčtovat to post the invoice.
Close the form to save your changes.