This article applies to Microsoft Dynamics AX for the Russia (ru) region.

Introduction

The goal of this feature is to create the indirect tax declaration for goods imported from Custom Union countries.

The declaration contains the information about excise and VAT which have to be accrued when goods are imported from Custom Union countries.

More information

  1. Identify countries/vendors – Custom unit members Basic – Setup - Addresses - Country/region
    Country/region – BL

    Member of Custom Union - ON

    AP – Vendor details

    Create a new vendor, fill in the fields INN, RCOAD, Registry reason code and Tax agent group:

    Vendor type – Non-resident, and primary address with Country/region BL.

    The purchases from vendors - Custom Unit members only will be included in indirect tax declaration.

  2. Units and items

    Basic - Setup - Units – Units

    Create new unit – л.б.с. (anhydrous alcohol). The excise rates for alcohol production are defined for anhydrous alcohol.

    IM - Item details

    Create a new item Вино Столовое

    Setup:

    Alcohol production fields

    Production type - Вина

    Strength % - 10 – anhydrous alcohol.

    Manufacturer – БелАго IM

    Item details – Setup - Unit conversion

    Create a new unit conversion for Вино Столовое.

    Item number - Вино Столовое

    From unit - л.б.с. (for anhydrous alcohol calculation)

    Factor - 1.0000000000

    Mathematical operator – x (can take values: add+ or multiply x), allows the double conversion.

    Alcohol concentration – 0.100

    To unit - л

    Round off – Round off

    The conversion will be calculated by the formula: (1 х 0,1) л.б.с. = 1л, what means that 1 liter of vine contains 100 ml of anhydrous alcohol. The conversion is needed because the excise rate is defined for anhydrous alcohol.

  3. Taxes setup

    GL - Setup - Sales tax - RCOAD codes
    Create new RCOAD code

    GL - Setup - Sales tax - External - VAT operation codes
    Create a new VAT operation code

    GL - Setup - Sales tax - Sales tax codes (excise). Create new sales tax code AзАлк10 for excise calculation and setup in following way.

    Tab General:

    Type of tax – Excise

    VAT charge – From own funds

    Tab Calculation:

    Origin – Amount per unit

    Marginal base – Net amount per line

    Unit – л.б.с.

    The value also should be set up for tax codes

    GL - Setup - Sales tax - Sales tax codes (VAT)

    Create new sales tax codeНДС_531 for VAT calculation and setup in following way.

    Tab General:

    Type of tax – Standard VAT

    VAT charge – From own funds

    GL - Setup - Sales tax - Sales tax groups

    Tab Calculation:

    Create new sales tax group AзАлк10

    Add sales tax code АзАлк10 and НДС_531, check Exempt, because sales tax code has type "from own funds."

    If sales tax code had type from vend funds, Exempt would be unchecked.

    GL - Setup - Sales tax - Item sales tax groups

    Create new item sales tax group АзАлк10.

    Add sales tax code АзАлк10 and НДС_531:

    GL - Setup - Sales tax - Sales tax codes

    Create new sales tax code НДС_531 and setup in following way.

    Tab General:

    Type of tax – Standard VAT

    VAT charge – From own funds – this regime provides the business case when taxes are paid by the company, not by the vendor Union custom member.

    Method of calculation – Whole amount

    Tab Calculation:

    Origin – Percentage of gross amount

    Marginal base – Net amount per line

    GL - Setup - Sales tax - Sales tax groups

    Create a new Sales tax group AзАлк10

    Add sales tax code АзАлк10 and НДС_531, check Exempt, because sales tax code has type From own funds.

    If sales tax code had type From vend funds, Exempt would be unchecked.

    GL - Setup - Sales tax - Item sales tax groups

    Create new item sales tax group АзАлк10.

    Add sales tax code АзАлк10 and НДС_531:

  4. Indirect Tax declaration format setup

    GL - Setup - Indirect taxes declaration - VAT Setup

    To create the Indirect taxes declaration user should provide the separate accounting for VAT and excise taxes. To identify the VAT tax codes included in every line of Indirect taxes declaration section 1 user has to map the line numbers with VAT tax codes.

    Add new lines entering the fields:

    Line number – 031

    Sales tax code – НДС_5315.

  5. Separate divisions

    GL - Setup - Sales tax - Sales tax authoritiesTo provide the possibility to create the indirect tax declarations by separate divisions the information about relations between tax authorities, separate divisions and warehouses have to be set up.

    Create new tax Authority ИМНС related to the vendor – separate division.

    Set STI code – 7700

    Vendor account - VendRuExcise01GL - Setup - Indirect taxes declaration - Sales tax relationsCreate new line:

    Type of tax – Standard VAT

    Code - НДС_531

    Budget revenue code – 1020203

    Type of tax – Standard VATBasic – Setup – Separate divisionsCreate new Separate division.

    Set Vendor account.IM - Setup - Inventory breakdown – WarehousesTo support the indirect tax calculation for separate divisions set vendor account for the warehouse.

    Based on the setup the system calculates the taxes and creates transactions in standard for tax agents’ way for invoices from vendors of countries – Custom Unit members.

  6. Indirect tax declaration journal

    GL – Journals - Indirect tax declaration journal

    Create new journal. Click the button Lines, than – the button Calculate. The system will select the invoices from vendors of Custom Union countries; identify the lines containing indirect taxes and calculate the figures for Indirect tax declaration sorting and grouping the data in proper way, required for declaration forming.

    Three registers are created as the calculation result:

    • Indirect VAT

    • Excise amount

    • Excise tax base

    After approving the journal, the declaration should be printed using the Print button.

    The dialog window allows to setup:
    Correction number, Location code, and the format of declaration meaning separate declaration for every authorities or one declaration for all divisions. The format should be identified in the field By place. If Tax authority was selected in the field By place, the Tax agent should be selected.

Hotfix information

A supported hotfix is available from Microsoft. There is a "Hotfix download available" section at the top of this Knowledge Base article. If you are encountering an issue downloading, installing this hotfix, or have other technical support questions, contact your partner or, if enrolled in a support plan directly with Microsoft, you can contact technical support for Microsoft Dynamics and create a new support request. To do this, visit the following Microsoft website:

https://mbs.microsoft.com/support/newstart.aspx You can also contact technical support for Microsoft Dynamics by phone using these links for country specific phone numbers. To do this, visit one of the following Microsoft websites:

Partners

https://mbs.microsoft.com/partnersource/support/Customers

https://mbs.microsoft.com/customersource/support/information/SupportInformation/global_support_contacts_eng.htmIn special cases, charges that are ordinarily incurred for support calls may be canceled if a Technical Support Professional for Microsoft Dynamics and related products determines that a specific update will resolve your problem. The usual support costs will apply to any additional support questions and issues that do not qualify for the specific update in question.


Installation information

If you have customizations for one or more of the methods or the tables that are affected by this hotfix, you must apply these changes in a test environment before you apply the hotfix in a production environment.
For more information about how to install this hotfix, click the following article number to view the article in the Microsoft Knowledge Base:

893082 How to install a Microsoft Dynamics AX hotfix

Prerequisites

You must have Microsoft Dynamics AX 2009 SP1 installed to apply this hotfix.

Restart requirement

You must restart the Application Object Server (AOS) service after you apply the hotfix.

File information

The global version of this hotfix has the file attributes (or later file attributes) that are listed in the following table. The dates and times for these files are listed in Coordinated Universal Time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, use the Time Zone tab in the Date and Time item in Control Panel.

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