How to calculate total tax for a order in D365 using X++

 How to calculate total tax for a Sales order using X++

Today, I will show, how to calculate tax in D365 FO (AX) through code

Scenario 1: To find Sales Totals values for Sales order in D365

Here, my requirement is to export Sales Totals component's value through custom data entity. I have applied below logic, hope it will help you...

Accounts receivable/ All sales orders/ select any Sales order/ Sales order button group/ View/ Totals 

public void postLoad()

    {

        SalesLine   salesLineLoc;

        SalesTable  salesTableLoc = SalesTable::find(this.SalesId);

        SalesTotals totals;

        super();

        select sum(LineAmount) from salesLineLoc

            where salesLineLoc.SalesId == salesTableLoc.SalesId;

        this.SubTotalAmount = salesLineLoc.LineAmount;

        // No problem if the total is not negative

        totals = SalesTotals::construct(salesTableLoc, SalesUpdate::All);

        totals.calc();

        this.TotalEndDisc   = conPeek(totals.displayFields(), TradeTotals::posEndDisc());

        this.TotalLineDisc  = conPeek(totals.displayFields(), TradeTotals::posLineDisc());

        this.TotalCharges   = conPeek(totals.displayFields(), TradeTotals::posMarkup());

        this.InvoiceAmount  = conPeek(totals.displayFields(), TradeTotals::posTotalAmount());

        

        salesLineLoc = null;

        salesLineLoc = SalesLine::findInventTransId(this.InventTransId);

        if (salesTableLoc.HSChangedInD365 == NoYes::No)

        {

            this.WebShippingTaxAmount   = salesTableLoc.HSWebChargeTaxAmountCur;

            this.TotalTaxAmount         = salesTableLoc.HSTotalWebTaxAmountCur;

            this.LineTaxAmount          = salesLineLoc.HSWebLineTaxAmountCur;

        }

        else

        {

            this.TotalTaxAmount = conPeek(totals.displayFields(), TradeTotals::posTaxTotal());

            //this.TotalTaxAmount = abs(salesTotals.tax().totalTaxAmountCalculated());   // Total calculated sales tax amount

            //this.TotalTaxAmount = abs(salesTotals.tax().totalTaxAmount());             // Total actual sales tax amount

            totals.tax().sourceSingleLine(true, true);

            this.LineTaxAmount = totals.tax().totalRegulatedTaxAmountSingleLine(salesLineLoc.TableId, salesLineLoc.RecId);  // sales line actual tax amount

            //this.LineTaxAmount = salesTotals.tax().totalTaxAmountSingleLine(salesLineLoc.TableId, salesLineLoc.RecId);    // sales line calculated tax amount

            

            // to get calculated tax for a particular charge line associated with a sales order.

            MarkupTrans markupTransLoc;

            select firstonly markupTransLoc

                where markupTransLoc.MarkupCode == HSIntegrationParameters::find().PaidByCustomer  //'CUSTFRGHT'

                &&    markupTransLoc.TransRecId == salesTableLoc.RecId

                &&    markupTransLoc.TransTableId == tableNum(SalesTable);

            this.WebShippingTaxAmount = abs(totals.tax().taxPrLine(tableNum(MarkupTrans), markupTransLoc.RecId));

        }       

    }

//You have to pass these values to the functions whether it comes from PurchLine or SalesLine or any other table.
//This may not work for Avalara tax engine then follow below scenarios...

Tax::calcTaxAmount(purchLine.TaxGroup, purchLine.TaxItemGroup, Systemdateget(), purchLine.CurrencyCode, purchLine.LineAmount, TaxModuleType::Purch);

Scenario 2.1: To calculate tax for each Sales order line in D365

I have written display method in SalesLine table to show line-wise calculated sales tax. This method can be utilized in multiple places...

public display TaxAmountCur displayLineTaxAmount()
    {
        salesTable      salesTable;
        SalesTotals     salesTotals;
        TaxAmountCur    taxAmountCur;

        salesTable  = SalesTable::find(this.SalesId, false); 
        salesTotals = SalesTotals::construct(salesTable, SalesUpdate::All);
        salesTotals.calc();
        salesTotals.tax().sourceSingleLine(true, true);
        taxAmountCur    = salesTotals.tax().totalTaxAmountSingleLine(this.TableId, this.RecId);

        return TaxAmountCur;

    }

Scenario 2.2: To calculate tax for each Sales order line in D365

I have written display method in SalesLine table to show line-wise calculated sales tax. This method can be utilized in multiple places...

public display TaxAmount displayLineTaxAmount()

    {

        SalesLine       salesLineLoc;

       

select firstonly salesLineLoc

            where salesLineLoc.RecId == this.RecId;

        return Tax::calcTaxAmount(salesLineLoc.TaxGroup,

                                salesLineLoc.TaxItemGroup,

                                Systemdateget(), 

                                salesLineLoc.CurrencyCode,

                                salesLineLoc.LineAmount,

                                TaxModuleType::Sales);

    }

Scenario 3: To calculate tax for Sales order in D365

I have written display method in SalesTable table to show total calculated sales tax. This method can be utilized in multiple places...

public display TaxAmountCur displayTotalTaxAmount()

    {

        salesTable      salesTable;

        SalesTotals     salesTotals;

        TaxAmountCur    taxAmountCur;

        salesTable  = SalesTable::find(this.SalesId, false);

        salesTotals = SalesTotals::construct(salesTable, SalesUpdate::All);

        salesTotals.calc();

        taxAmountCur = abs(salesTotals.tax().totalTaxAmount());

        return TaxAmountCur;

    }

Add display method as a data field in Field groups in a table

ScenariScenario 4: To calculate tax for each Purchase order line in D365.

I have written display method in PurchLine table to show line-wise calculated purch tax. This method can be utilized in multiple places...

public display TaxAmountCur totalTaxAmount(boolean _adjustTaxSign = true, boolean _includeUseTax = false)

{

    PurchTotals     purchTotals;

    TaxAmountCur    taxAmountCur;

    purchTotals     = PurchTotals::newPurchTable(this.purchTable());

    purchTotals.calc();

    purchTotals.tax().sourceSingleLine(true, true);

    taxAmountCur    = purchTotals.tax().totalTaxAmountSingleLine(this.TableId, this.RecId, _adjustTaxSign, _includeUseTax);

    return taxAmountCur;

}

Scenario 5: To calculate tax for Purchase order in D365

I have written display method in PurchTable table to show total calculated purch tax. This method can be utilized in multiple places...

public display TaxAmountCur totalTaxAmount(boolean _adjustTaxSign = true, boolean _includeUseTax = false)

{

    PurchTotals     purchTotals;

    TaxAmountCur    taxAmountCur;

    purchTotals     = PurchTotals::newPurchTable(this.purchTable());

    purchTotals.calc();

    taxAmountCur    = purchTotals.tax().totalTaxAmount();

    return taxAmountCur;

}

Scenario 6: To calculate tax for GL journal in D365

I have written display method in LedgerJournalTrans table to show total calculated tax. This method can be utilized in multiple places...

public display TaxAmountCur totalTaxAmount(boolean _adjustTaxSign = true, boolean _includeUseTax = false)

{

        TaxCalculation taxCalculation;

    LedgerJournalTrans      ledgerJournalTrans;

    TmpTaxWorkTrans         tmpTaxWorkTrans;

    TaxAmountCur            taxAmountCur;

    ledgerJournalTrans = LedgerJournalTrans::findRecId(5637293082, false); 

    // This is from `\Classes\LedgerJournalEngine\getShowTax`

    taxCalculation = LedgerJournalTrans::getTaxInstance(ledgerJournalTrans.JournalNum, 

ledgerJournalTrans.Voucher,

  ledgerJournalTrans.Invoice, 

true, 

null, 

false, 

ledgerJournalTrans.TransDate);

    taxCalculation.sourceSingleLine(true, false);

    // This is from `\Classes\TaxTmpWorkTransForm\initTax`

    tmpTaxWorkTrans.setTmpData(taxCalculation.tmpTaxWorkTrans());

    // This is the temporary table that is populated

    while select tmpTaxWorkTrans

    {

        // This is from `\Classes\TaxTmpWorkTransForm\getSourceBaseAmountCur`

        taxAmountCur = (tmpTaxWorkTrans.SourceTaxAmountCur * tmpTaxWorkTrans.taxChangeDisplaySign(null));

        // This just outputs some data

        info(strFmt("%1: %2", tmpTaxWorkTrans.TaxCode, taxAmountCur));

    }

    return taxAmountCur;

}

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Happy DAXing...