How to set up a tax exempt text on your sales documents

I don't know about you, but in our company the accountants are more nervous then ever with all the new tax (VAT) regulations that got into effect January 2010.

We needed to update some of our legal stuff regarding VAT calculations that goes onto the sales documents, so I decided to create a (very) short checklist on how to set this up.

Step 1: Create the tax exempt code.

Go to General Ledger - Setup - Tax - Tax exempt code.

Create the necessay exempt codes. Also create any necessary language texts.


Step 2: Assign the exempt codes to tax codes in the tax groups.

Go to General Ledger - Setup - Tax - Tax groups.

Select the desired group and go to the tab page Setup.
Now for the appropriate tax codes, mark the field Tax Exempt and fill in the Tax Exempt Codes.


And that's it.
When the right tax setup is applied on for example a sales invoice, the tax exempt text will be shown in the appropriate language.

One small remark:


Maybe you have a pretty long exempt text set up ("... chapter xyz from law 123 ..."). And you notice that only a part of the text ends up on your sales documents.


Reason: A language text in Ax is bound to EDT LanguageTxtText, a Memo field. But in the code, EDT Description is used for the actual text. This EDT has only 60 characters.


Solution: Modify class TaxSpec\ClassDeclaration.

Replace

Description taxExemptDescription;

with

LanguageTxtText taxExemptDescription;


That will do the trick.