Microsoft Dynamics AX

Intercompany tax API changes

White Paper This white paper describes new parameters that have been added to existing methods, and also new methods that have been added, to support sale tax obligations for intercompany transactions.

April 30, 2013 http://www.microsoft.com/dynamics/ax

Table of Contents
Introduction ................................................................................................ 3 Public methods ........................................................................................... 3
TaxableDocument interface .................................................................................................... 3 Journal implementation of the interface ................................................................................... 3 BankStatementTaxDocument implementation of the interface (Microsoft Dynamics AX 2012 R2) .... 3 TaxableLine interface ............................................................................................................ 3 Journal implementation of interface......................................................................................... 3 BankStatementTaxLine implementation of interface (Microsoft Dynamics AX 2012 R2) .................. 4 Miscellaneous ....................................................................................................................... 4

Protected methods with API changes ......................................................... 5 Methods with new default parameters ........................................................ 5

2 INTERCOMPANY TAX API CHANGES

Introduction
This white paper describes new parameters that have been added to existing methods, and also new methods that have been added, to support sale tax obligations for intercompany transactions.

Public methods
TaxableDocument interface
TaxableDocument.getTaxObligationCompany (new method) TaxableDocument.getSourceCompany (new method)

Journal implementation of the interface

LedgerJournalTaxDocument.ConstructForPosting() Voucher voucher The voucher being posted.

LedgerJournalTaxDocument.getTaxObligationCompany() LedgerJournalTaxDocument.getSourceCompany()

BankStatementTaxDocument implementation of the interface (Microsoft Dynamics AX 2012 R2)

BankStatementTaxDocument.getTaxObligationCompany() BankStatementTaxDocument.getSourceCompany()

TaxableLine interface
TaxableLine.getDefaultTaxDirection() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxableLine.getOperationLedgerDimension() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxableLine.getTaxRateDate() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxableLine.getDestinationCompany()

Journal implementation of interface

LedgerJournalTaxLine.findOperationsAccount() Company. SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

LedgerJournalTaxLine.getDefaultTaxDirection() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.
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LedgerJournalTaxLine.getOperationLedgerDimension() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

LedgerJournalTaxLine.getTaxRateDate SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

LedgerJournalTaxLine.getDestinationCompany()

BankStatementTaxLine implementation of interface (Microsoft Dynamics AX 2012 R2)

BankStatementTaxLine findOperationsAccount() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

LedgerJournalTaxLine.getDefaultTaxDirection() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

LedgerJournalTaxLine.getOperationLedgerDimension() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

LedgerJournalTaxLine.getTaxRateDate SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

LedgerJournalTaxLine.getDestinationCompany()

Miscellaneous
TaxVoucherService.postIntercompany() Voucher _intercompanyVoucher The voucher for the intercompany journal.

TaxVoucherService.TaxAmountForBankType() Boolean _Intercompany True if this is an intercompany journal; otherwise, false. LedgerPostingType _PostingType The posting type. Boolean _dueToDueFromAccount True if this is a due-to or due-from account; otherwise, false. TaxVoucherService.TaxAmountForLedgerType() Boolean _dueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

TaxVoucherService.TaxAmountForVendCustType() Boolean _Intercompany True if this is an intercompany journal; otherwise, false. LedgerPostingType _PostingType The posting type. Boolean _dueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

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Protected methods with API changes

LedgerJournalTaxLine.findChargeAccount() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

ledgerJournalTaxLine.ledgerDirection() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxPost.moveTaxLineToNewOwner() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxPost.postToTaxTrans() Voucher voucher The voucher being posted.

TaxPostJournal.postToTaxTrans() Voucher voucher The voucher being posted.

(Settlements) CustVendReversePosting.reverseOtherTrans() Customer/Vendor Account Number The account number of the customer or vendor of the transactions to reverse.

Methods with new default parameters

LedgerJournalTransUpdate.updateNow() Boolean _dueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

Tax.validateForPost() TaxObligationCompany _taxObligationCompany Determines whether tax should follow the source or destination company.

Protected TaxPost.deleteTaxRegulation() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

Protected TaxPostJournal.deleteTaxRegulation() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxPost.updateAndPost() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxFreeInvoice_Invoice.updateAndPost() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxPurchInvoice.updateAndPost() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TrvTaxExpensePost.updateAndPost()
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SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxPost.saveAndPost() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxPost.saveAndPostFromTaxUncommitted() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxPost.saveAndPostFromTmpTaxWorkTrans() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

TaxPost.saveAndPostSubLedgerJournalLines() SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

LedgerJournalTransUpdate.updateNow() isDueToDueFromAccount. Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

LedgerJournalTransUpdateAsset.updateNow() isDueToDueFromAccount. Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

LedgerJournalTransUpdateAsset_ru.updateNow() isDueToDueFromAccount. (Microsoft Dynamics AX 2012 R2) Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

LedgerJournalTransUpdateBank.updateNow() isDueToDueFromAccount. Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

LedgerJournalTransUpdateBankLC.updateNow() isDueToDueFromAccount. Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

LedgerJournalTransUpdateCust.updateNow() isDueToDueFromAccount. Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

LedgerJournalTransUpdateEmpl_RU.updateNow() isDueToDueFromAccount. (Microsoft Dynamics AX 2012 R2) Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

LedgerJournalTransUpdateLedger.updateNow() isDueToDueFromAccount. Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

LedgerJournalTransUpdateProject.updateNow() isDueToDueFromAccount. Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

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LedgerJournalTransUpdateRCash.updateNow() isDueToDueFromAccount. (Microsoft Dynamics AX 2012 R2) Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

LedgerJournalTransUpdateRDeferrals.updateNow() isDueToDueFromAccount. (Microsoft Dynamics AX 2012 R2) Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

LedgerJournalTransUpdateVend.updateNow() isDueToDueFromAccount. Boolean _isDueToDueFromAccount True if this is a due-to or due-from account; otherwise, false.

TaxVoucherService.getTransactionalTaxAmountForDocument() Boolean _Intercompany True if this is an intercompany journal; otherwise, false. SelectableDataArea _taxObligationCompany The legal entity that your organization has a tax obligation to.

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