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Setup page · Tax

Sales tax authorities

A setup page for the sales tax authorities, the bodies that collected sales tax is reported and paid to.

Used by
Accounts payable manager, Accounts receivable manager, Accountant and 5 more roles
Business process
Configure tax authorities in Dynamics 365 Finance
Menu item
TaxAuthority
Main table
TaxAuthorityAddress
Data entity
TaxAuthorityEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for the sales tax authorities, the bodies that collected sales tax is reported and paid to.
What you do hereUsed to set up each authority with its report layout, rounding rules and, if wanted, a vendor account so tax can be paid with the normal vendor payment routines.
ExampleFor example, a legal entity that owes 98,765.43 sets Rounding form to Normal and Round-off to 1.00, so the settled amount is rounded to 98,765.
Sales tax authorities 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 authorities in Dynamics 365 Finance
Menu pathTax › Indirect taxes › Sales tax › Sales tax authorities
Set up firstAll vendors Microsoft Learn ↗
Used next bySales tax settlement periods Microsoft Learn ↗Sales tax reporting codes Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Sales tax authorities1 screen

Used to set up each authority with its report layout, rounding rules and, if wanted, a vendor account so tax can be paid with the normal vendor payment routines.

  1. Screen 1

    Create the sales tax authority

    Go to Tax > Indirect taxes > Sales tax > Sales tax authorities

    1. Select New
    2. Enter the Authority and Name
    3. On the General section, select the Vendor account
    4. Set the Round-off, and select Save
    1AuthorityBEAT-TAX
    2NameAtlas demo state tax authority
    3Vendor accountBEAT-000021
    4Round-off0.01
    Create the sales tax authority (zoomed on the outlined fields)
    Show the full screenCreate the sales tax authority
    page title tab to open what to set or check

Microsoft's steps

  1. Go to Tax > Indirect taxes > Sales tax > Sales tax authorities.
  2. Select New.
  3. In the Authority field, enter a value, and in the Name field, enter a name.
  4. In the Vendor account field, select the vendor that represents the authority.
  5. Select the report layout for your country/region, or the default layout if none fits.
  6. In the Rounding form and Round-off fields, set how the total tax to pay is rounded.
  7. Select Save.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Vendor accountThe vendor that represents the authority, so the settled tax becomes an open vendor invoice that can be paid like any vendor.Microsoft Learn ↗BEAT-000021—
Report layoutThe layout of the sales tax report for the authority's country/region.Microsoft Learn ↗——
Rounding formThe rounding method for the total tax to pay: Normal, Downward, Rounding-up or Own advantage.Microsoft Learn ↗——
Round-offThe unit the total tax is rounded to, such as 1.00.Microsoft Learn ↗0.01RoundOff
Authority—BEAT-TAX—
Name—Atlas demo state tax authorityName

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Sales tax authorities——

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 itemTaxAuthority Checked in Dynamics 365
FormTaxAuthority Checked in Dynamics 365
TableTaxAuthorityAddressShown as “Authority” in Record infoKey field: TaxAuthority, TaxAuthorityIdChecked in Dynamics 365
Data entitiesTaxAuthorityEntitySales tax authorities Microsoft data model ↗
Who can open itPrivilegesMaintain sales tax authorities TaxAuthorityMaintainView sales tax authorities TaxAuthorityViewDutiesRental Inquire into sales tax process reference data RentalTaxSalesTaxProcessReferenceDataInquireEnable sales taxes process TaxSalesTaxesProcessEnableInquire into sales tax process reference data TaxSalesTaxProcessReferenceDataInquire
8 security rolesAccounts 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 pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=TaxAuthority
Integrate withTaxAuthorityEntity data entity Microsoft data model ↗
Table definitionTaxAuthorityAddress columns and relations Microsoft data model ↗

Everyone

8Sources and checks