Job page · Tax
Report sales tax for settlement period
A periodic task that reports the sales tax for a settlement period and shows the amount to pay to the sales tax authority, without creating or posting a journal.
- Used by
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- Business process
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- Menu item
action:TaxReportPreview- Main table
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- Data entity
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- Setup steps
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Show what matters for
Everyone
1What it is and why
| What it is | A periodic task that reports the sales tax for a settlement period and shows the amount to pay to the sales tax authority, without creating or posting a journal. |
|---|---|
| What you do here | Used to find out how much to pay an authority for a settlement period before settling, for the original payment, its corrections or both. |
| Example | — |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Tax › Declarations › Sales tax › Report sales tax for settlement period |
| Set up first | Sales tax settlement periods Microsoft Learn ↗ |
| Used next by | Settle and post sales tax Microsoft Learn ↗ |
| Related pages | Sales tax payments Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
- Go to Tax > Declarations > Sales tax > Report sales tax for settlement period.
- In the Settlement period field, select the settlement period.
- In the Sales tax payment version field, select Original, Corrections or Total list.
- In the From date field, select the start date of the reporting period.
- Select OK and review the report.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Settlement period | The settlement period to report.Microsoft Learn ↗ | — | — |
| Sales tax payment version | Original, Corrections, or Total list, which covers the original and all corrections for the period.Microsoft Learn ↗ | — | — |
| From date | The start date of the reporting period.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | action:TaxReportPreview Checked in Dynamics 365 |
|---|---|
| Form | Dialog Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | — |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=action:TaxReportPreview |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/training/modules/work-taxes-finance/prepare-periodic-filing
- learn.microsoft.com/dynamics365/finance/localizations/belgium/emea-bel-intervat-tax-declaration
- learn.microsoft.com/dynamics365/finance/localizations/austria/emea-aut-vat-declaration-austria
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.