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Setting up Sales and Use Tax in Microsoft Dynamics 365 Business Central

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Dynamics 365 Business Central

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Sep 8, 2022

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  • The article discusses the two major steps in setting up sales and use tax in Business Central, which are tax jurisdictions and tax areas.
  • A tax jurisdiction refers to a city, county, state, or special tax that requires taxes within its limits.
  • Setting up a new jurisdiction is necessary for each city, county, state, or special tax, and the information for each jurisdiction can be added by clicking on "+New" and completing the required details.
  • Tax details for each jurisdiction can be added within the Tax Details window, including the unique Tax Group Codes and sales tax percentage.
  • Tax areas, on the other hand, refer to physical areas that can be assessed taxes by different jurisdictions.
  • To set up tax areas in Business Central, the user needs to search for tax jurisdictions, click on "+New", and complete the information in the Tax Area window.
  • Customers and vendors can be assigned tax areas by selecting the appropriate tax area code in the customer or vendor card.
  • Additional fields pertaining to tax can be found in the Invoicing FastTab, such as Tax Liable, Tax Identification Type, and Tax Exemption No. Source: Article titled "What is a tax jurisdiction and tax area?" by Kristen Hosman, Microsoft MVP.

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