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Setup page · Tax

Sales tax groups

A setup page where you group the sales tax codes that apply to customers and vendors, and to ledger accounts used without a customer or vendor.

Used by
Accounts payable manager, Accounts receivable manager, Accountant and 5 more roles
Business process
Configure tax rates in Dynamics 365 Finance
Menu item
TaxGroup
Main table
TaxGroupHeading
Data entity
TaxGroupEntity
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 customers and vendors, and to ledger accounts used without a customer or vendor.
What you do hereUsed to list the sales tax codes that can apply to the party of a transaction; only codes found in both this group and the item sales tax group are applied.
ExampleFor example, a company usually sets up separate sales tax groups for domestic and foreign customers, because different tax rules apply to each.
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 › Sales tax groups
Set up firstSales tax codes Microsoft Learn ↗
Used next byAll customers Microsoft Learn ↗All vendors Microsoft Learn ↗
Related pagesItem sales tax groups Microsoft Learn ↗Sales tax exempt codes Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Sales tax groups1 screen

Used to list the sales tax codes that can apply to the party of a transaction; only codes found in both this group and the item sales tax group are applied.

  1. Screen 1

    Create the sales tax group

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

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

Microsoft's steps

  1. Go to Tax > Indirect taxes > Sales tax > Sales tax groups.
  2. Select New.
  3. In the Sales tax group field, enter a value, and in the Description field, enter a description.
  4. Expand the Setup section and select Add.
  5. In the Sales tax code field, select a sales tax code from the lookup.
  6. Add a line for each other sales tax code that belongs in the group.
  7. Select Save, and then close the page.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Sales tax codeEach sales tax code that belongs to the group, added on the Setup section.Microsoft Learn ↗BEAT-ST10—
Use taxMarks a tax code in the group as use tax, so amounts post to the use tax accounts of the ledger posting group.Microsoft Learn ↗——
ExemptMarks a tax code in the group as exempt, together with an exempt code, so a zero tax transaction is still recorded.Microsoft Learn ↗——
Rounding byWhether the tax amount is rounded per sales tax code or per combination of sales tax codes.Microsoft Learn ↗——
Sales tax group—BEAT-TXBL—
Description—Atlas demo taxable sales—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up 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 laterWhen advanced tax calculation is turned on in Tax calculation parameters, the rounding rules set on sales tax groups no longer apply. Microsoft Learn ↗

Technical architect

6Technical

Menu itemTaxGroup Checked in Dynamics 365
FormTaxGroup Checked in Dynamics 365
TableTaxGroupHeadingShown as “Sales tax group description” in Record infoKey field: TaxGroupChecked in Dynamics 365
Data entitiesTaxGroupEntitySales tax groups Microsoft data model ↗
Who can open itPrivilegesMaintain sales tax groups TaxGroupMaintainView sales tax groups TaxGroupViewDutiesRental 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 pageSales tax group: Recalculate taxOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=TaxGroup
Integrate withTaxGroupEntity data entity Microsoft data model ↗
Table definitionTaxGroupHeading columns and relations Microsoft data model ↗

Everyone

8Sources and checks