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Setup page · Tax

Item sales tax groups

A setup page where you group the sales tax codes that apply to resources such as products and procurement categories.

Used by
Accounts payable manager, Auditor, Chief executive officer and 7 more roles
Business process
Configure tax rates in Dynamics 365 Finance
Menu item
TaxItemGroup
Main table
TaxItemGroupHeading
Data entity
TaxItemGroupEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page where you group the sales tax codes that apply to resources such as products and procurement categories.
What you do hereUsed to list the sales tax codes that can apply when an item is sold or bought; only codes found in both this group and the sales tax group are applied.
ExampleFor example, the item sales tax group follows the resource of a transaction, such as an item or a procurement category, while the sales tax group follows the customer or vendor.
Item sales tax groups page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processDefine accounting policies › Develop tax strategy › Configure tax rates in Dynamics 365 Finance
Menu pathTax › Indirect taxes › Sales tax › Item sales tax groups
Set up firstSales tax codes Microsoft Learn ↗
Used next by—
Related pagesSales tax groups Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Item sales tax groups1 screen

Used to list the sales tax codes that can apply when an item is sold or bought; only codes found in both this group and the sales tax group are applied.

  1. Screen 1

    Create the item sales tax group

    Go to Tax > Indirect taxes > Sales tax > Item sales tax groups

    1. Select New, and enter the Item sales tax group and Description
    2. On the Setup section, select Add
    3. Select the Sales tax code
    4. Select Save
    1Item sales tax groupBEAT-STD
    2DescriptionAtlas demo standard rated
    3Sales tax codeBEAT-ST10
    Create the item sales tax group (zoomed on the outlined fields)
    Show the full screenCreate the item sales tax group
    page title tab to open what to set or check

Microsoft's steps

  1. Go to Tax > Indirect taxes > Sales tax > Item sales tax groups.
  2. Select New.
  3. In the Item sales tax group field, enter a value, and in the Description field, enter a description.
  4. Select Add.
  5. In the Sales tax code field, select a sales tax code from the lookup.
  6. Select Save.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Sales tax codeEach sales tax code that can apply to the products or services that use this group.Microsoft Learn ↗BEAT-ST10—
Item sales tax group—BEAT-STD—
Description—Atlas demo standard rated—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Item sales tax groups——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemTaxItemGroup Checked in Dynamics 365
FormTaxItemGroup Checked in Dynamics 365
TableTaxItemGroupHeadingShown as “Item sales tax group” in Record infoKey field: TaxItemGroupChecked in Dynamics 365
Data entitiesTaxItemGroupEntitySales tax item groups Microsoft data model ↗TaxItemGroupHeadingEntityItem sales tax group Microsoft data model ↗
Who can open itPrivilegesMaintain item sales tax groups TaxItemGroupMaintainView item sales tax groups TaxItemGroupViewDutiesRental Inquire into sales tax process reference data RentalTaxSalesTaxProcessReferenceDataInquireEnable EU sales list process TaxEUSalesListProcessEnableReview EU sales list process performance TaxEUSalesListProcessPerfReviewEnable sales taxes process TaxSalesTaxesProcessEnableInquire into sales tax process reference data TaxSalesTaxProcessReferenceDataInquire
10 security rolesAuditor AuditPolicyManagerChief executive officer CompanyChiefExecutiveOfficerAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerRental manager RentalManagerRental purchasing manager RentalPurchasingManagerAccounts payable manager VendInvoiceAccountsPayableManager
Checked in Dynamics 365
Actions on the pageRecalculate tax: Recalculate taxOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=TaxItemGroup
Integrate withTaxItemGroupEntity data entity Microsoft data model ↗
Table definitionTaxItemGroupHeading columns and relations Microsoft data model ↗

Everyone

8Sources and checks