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This article explains how to set up and generate the SST-02 return form for legal entities in Malaysia.
The SST-02 return form is the official electronic form that you use to declare and pay indirect taxes (Sales and Services Tax [SST]). The tax authorities group these indirect taxes by specific classifications, as described in the legislation. Registered manufacturers and legal persons must declare SST-02 returns every two months, according to the taxable period. SST replaces the existing Goods and Services Tax (GST), and affects all domestic and import operations.
The SST-02 return form report in Microsoft Dynamics 365 Finance includes the following reports:
- Part B1: Detailed transactions by tariff code and service type
- Part B2: Consolidated amounts in accordance with layout proposed by Malaysian government
Prerequisites
In the Feature management workspace, turn on the feature that is named Category hierarchy for Sales and purchase tax report.
For more information about how to turn on features, see Feature management overview.
Download electronic reporting configurations
To generate the SST-02 return form and the related reports in a Malaysian legal entity in Microsoft Dynamics 365 Finance, import the following ER configurations from Dataverse. Learn more about how to import ER configurations in Import Electronic reporting (ER) configurations from Dataverse.
- Tax declaration model
- Tax declaration model mapping
- SST-02 Declaration Excel (MY)
Import the most recent versions of the configurations. The version description usually includes the number of the Knowledge Base (KB) article that explains the changes that were introduced in the configuration version.
Set up application-specific parameters
The SST-02 return form includes a set of boxes (lines) that correspond to specific parts of the SST return form. Each box should include information about SST amounts and operations. To meet the requirements that the form establishes, you must configure each box with the correct information. This information automatically comes from the sales tax transactions that sales generate, purchases, or other operations where SST tax is posted through the sales tax code configuration.
The Application-specific parameters option lets you define the criteria that determine how the tax transactions are collected and calculated in each box of the declaration form when you generate the report, depending on the sales tax code configuration.
In the Electronic reporting workspace, select Configurations > Setup to set up the rules that identify the tax transaction in the related box of the SST-022 return form.
Select the current version, and then, on the Lookups FastTab, select ReportFieldLookup. This lookup identifies the list of boxes that the tax authority requires in the SST-02 return form.
On the Conditions FastTab, select Add, and then, on the new line, in the Lookup result field, select the related line of the SST-02 return form.
In the Tax code (Code) field, select the sales tax code that calculates the related line of the SST-02 return form.
In the Name field, select the tax transaction classification where the sales tax code is used.
Repeat steps 3 through 5 for all the lines (boxes) of the SST-02 return form, and for the combination of sales tax codes and tax transaction types that you configure in your legal entity.
Select Add again, and then, in the Lookup result field, select Other.
In the Tax code (Code) and Name fields, select Not blank.
By adding the last record, Other, you define the following rule: If the tax code and name that are passed as an argument don't satisfy any of the previous rules, the transactions aren't included in the SST-02 return form. Although this rule isn't used to generate the report, it helps prevent errors in the generated report because of a missing rule configuration.
The following table provides an example of a configuration. However, you can use a different combination of a tax code and a name, depending on your Finance implementation.
Form (section) Lookup result (ReportFieldLookup) Description Line Tax code Name PART B2-11a TaxableGoods5 Taxable goods at 5% Rate 1 SST5 Sales PART B2-11a TaxableGoods5 Taxable goods at 5% Rate 2 SST5_O Sales PART B2-11b TaxableGoods10 Taxable goods at 10% Rate 3 SST10 Sales PART B2-11b TaxableGoods10 Taxable goods at 10% Rate 4 SST10_O Sales PART B2-11c TaxableServices6 Taxable services at 6% rate 5 SST6 Sales PART B2-11d TaxableServiceGroupH Taxable services from group H 6 SSTH Sales PART B2-13 TaxableCredit Amount of Tax_Deducted from Credit Note 7 SST5 SalesCreditNote PART B2-13 TaxableCredit Amount of Tax_Deducted from Credit Note 8 SST5_O SalesCreditNote PART B2-13 TaxableCredit Amount of Tax_Deducted from Credit Note 9 SST10 SalesCreditNote PART B2-13 TaxableCredit Amount of Tax_Deducted from Credit Note 10 SST10_O SalesCreditNote PART B2-13 TaxableCredit Amount of Tax_Deducted from Credit Note 11 SST6 SalesCreditNote PART B2-13 TaxableCredit Amount of Tax_Deducted from Credit Note 12 SSTH SalesCreditNote PART B2-13d BadDebtRelief Total tax value of bad debt relief 13 SSTBD SalesCreditNote PART B2-18a Exempted_Export Exempted Export, Special Area and Designated Area 14 SSTE Not blank PART B2-18a Exempted_Export Exempted Export, Special Area and Designated Area 15 SSTE SalesExemptCreditNote PART B2-18b1 Exempted_ClassOfPerson Schedule A (Class of Person) 16 SSTE_A SalesExempt PART B2-18b1 Exempted_ClassOfPerson Schedule A (Class of Person) 17 SSTE_A SalesExemptCreditNote PART B2-18b2 Exempted_Manufacturer Schedule B (Manufacturer of specific nontaxable goods) 18 SSTE_B SalesExempt PART B2-18b2 Exempted_Manufacturer Schedule B (Manufacturer of specific nontaxable goods) 19 SSTE_B SalesExemptCreditNote PART B2-18b3i Exempted_CRawMaterials Purchase or Importation of Raw Material Exempted From Sales Tax 20 SSTE_C1 SalesExempt PART B2-18b3i Exempted_CRawMaterials Purchase or Importation of Raw Material Exempted From Sales Tax 21 SSTE_C1 SalesExemptCreditNote PART B2-18b3ii Exempted_CManufacturer Purchase or Importation of Raw Material on behalf of Registered Manufacturer Exempted From Sales Tax 22 SSTE_C2 SalesExempt PART B2-18b3ii Exempted_CManufacturer Purchase or Importation of Raw Material on behalf of Registered Manufacturer Exempted From Sales Tax 23 SSTE_C2 SalesExemptCreditNote PART B2-18b3iii Exempted_CValueofWork Value of Work Performed Exempted from Sales Tax 24 SSTE_C3 SalesExempt PART B2-18b3iii Exempted_CValueofWork Value of Work Performed Exempted from Sales Tax 25 SSTE_C3 SalesExemptCreditNote PART B2-18c1 Exempted_B2BExemption B2B exemption (registered to registered person) 26 SSTE_C31 SalesExempt PART B2-18c1 Exempted_B2BExemption B2B exemption (registered to registered person) 27 SSTE_C31 SalesExemptCreditNote PART B2-18c2 Exempted_GroupRelief Group relief 28 SSTE_C32 SalesExempt PART B2-18c2 Exempted_GroupRelief Group relief 29 SSTE_C32 SalesExemptCreditNote PART B2-18c3 Exempted_OtherExemptions Other exemptions 30 SSTE_C33 SalesExempt PART B2-18c3 Exempted_OtherExemptions Other exemptions 31 SSTE_C33 SalesExempt PART B2-18c Exempted_CValueofWork (Deprecated) Value of Work Performed Exempted from Sales Tax - - - PART B2-18d Exempted_CValueofWork Nontaxable services 32 SSTE_D SalesExempt PART B2-18d Exempted_CValueofWork Nontaxable services 32 SSTE_D SalesExemptCreditNote PART B2-18e Exempted_CValueofWork Sales exempted under Sales Tax Act 2018 s.35(3) and/or s.61A 33 SSTE_E SalesExempt PART B2-18e Exempted_CValueofWork Sales exempted under Sales Tax Act 2018 s.35(3) and/or s.61A 33 SSTE_E SalesExemptCreditNote PART B2-19 PurchaseImportRawMaterial Purchase or Importation of Raw materials exempted from sales tax 34 SSTP_1 PurchaseExempt PART B2-19 PurchaseImportRawMaterial Purchase or Importation of Raw materials exempted from sales tax 35 SSTP_1 PurchaseExemptCreditNote PART B2-20 PurchaseImportRawMaterialManufacturer Purchase or Importation of Raw material on behalf of Registered Manufacturer exempted from sales tax 36 SSTP_2 PurchaseExempt PART B2-20 PurchaseImportRawMaterialManufacturer Purchase or Importation of Raw material on behalf of Registered Manufacturer exempted from sales tax 37 SSTP_2 PurchaseExemptCreditNote PART B2-21 PurchaseOtherExempted Value of work performed exempted from sales tax 38 SSTP_3 PurchaseExempt PART B2-21 PurchaseOtherExempted Value of work performed exempted from sales tax 39 SSTP_3 PurchaseExemptCreditNote Not applicable Other Other 40 Not blank Not blank Repeat the previous steps for the ReportFieldDetailed lookup. The following table provides an example of a configuration. However, you can use a different combination of a tax code and a name, depending on your Finance implementation.
Form (section) Lookup result (ReportFieldDetailed) Description Line Tax code Name PART B1-8 TaxableGoods_B18 Value of Taxable Goods Sold Value of Work Performed 1 SST5 Sales PART B1-8 TaxableGoods_B18 Value of Taxable Goods Sold Value of Work Performed 2 SST10 Sales PART B1-8 TaxableGoods_B18 Value of Taxable Goods Sold Value of Work Performed 3 SST5 SalesCreditNote PART B1-8 TaxableGoods_B18 Value of Taxable Goods Sold Value of Work Performed 4 SST10 SalesCreditNote PART B1-9 OwnUsedFreeServices_B19 Value of Goods For Own Used or Disposed or Values of Free Services 5 SST5_O Sales PART B1-9 OwnUsedFreeServices_B19 Value of Goods For Own Used or Disposed or Values of Free Services 6 SST10_O Sales PART B1-9 OwnUsedFreeServices_B19 Value of Goods For Own Used or Disposed or Values of Free Services 7 SST5_O SalesCreditNote PART B1-9 OwnUsedFreeServices_B19 Value of Goods For Own Used or Disposed or Values of Free Services 8 SST10_O SalesCreditNote PART B1-10 TaxableServices_B110 Value of Taxable Service 9 SST6 Sales PART B1-10 TaxableServices_B110 Value of Taxable Service 10 SSTH Sales PART B1-10 TaxableServices_B110 Value of Taxable Service 11 SST6 SalesCreditNote PART B1-10 TaxableServices_B110 Value of Taxable Service 12 SSTH SalesCreditNote Not applicable Other Other 13 Not blank Not blank After you complete the configuration, select Completed in the State field.
Select Save, and then close the Application specific parameters page.
Note
To help prevent problems when the report is generated, create all mappings where the sales tax codes are posted. For example, if the line omits the operation name (SalesCreditNote in this configuration), and tax transactions use sales tax code SST5 to post, you encounter problems when the report is generated. Go to Tax > Inquire > Posted sales tax to review all the posted sales tax codes and the sales tax codes that aren't included in this mapping of the configuration.
The following table provides a definition of the Name column to help you understand how the tax transactions are classified.
| Classifier value | Condition |
|---|---|
| PurchaseCreditNote |
|
| Purchase |
|
| SalesCreditNote |
|
| Sales |
|
| PurchaseExemptCreditNote |
|
| PurchaseExempt |
|
| SalesExemptCreditNote |
|
| SaleExempt |
|
| UseTaxCreditNote |
|
| UseTax |
|
| PurchaseReverseChargeCreditNote |
|
| PurchaseReverseCharge |
|
| SalesReverseChargeCreditNote |
|
| SalesReverseCharge |
|
Set up General ledger parameters
To generate the SST-02 return form report in Excel, you must define an ER format on the General ledger parameters page.
- Go to Tax > Setup > General ledger parameters.
- On the Sales tax tab, in the Tax options section, in the Electronic reporting field, select SST-02 Declaration Excel (MY). If you leave the SST statement format mapping field blank, the standard sales tax report is generated in SQL Server Reporting Services (SSRS) format.
- Select the category hierarchy. This category makes the Commodity code field on the Foreign trade tab available, so that users can select and classify goods and services. A detailed description of this classification is provided on sales and purchase transaction reports.
Generate an SST-02 return form report
The process of preparing and submitting an SST-02 return form report for a period is based on sales tax payment transactions that the Settle and post sales tax job posts. For more information about sales tax settlement and reporting, see Sales tax overview.
Follow these steps to generate the tax declaration report.
Go to Tax > Declarations > Sales tax > Report sales tax for settlement period or Settle and post sales tax.
Select the settlement period.
Select the start date.
Select the sales tax payment version, and then select OK to save your changes.
Select the report type:
- SST for goods and services
- SST for goods
- SST for services
Select OK to confirm your settings and generate the report.