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Setup page · Tax

Country/region parameters

A setup page where you set, for each country/region, the tax exempt identification prefix and whether tax exempt numbers are checked.

Used by
Auditor, Accounts receivable manager, Accountant and 3 more roles
Business process
Report tax and financial data to authorities in Dynamics 365 Finance
Menu item
TaxCountryRegionParameters
Main table
TaxCountryRegionParameters
Data entity
TaxCountryRegionParametersEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page where you set, for each country/region, the tax exempt identification prefix and whether tax exempt numbers are checked.
What you do hereUsed to set up tax exempt identification parameters for every country/region where you have trading partners.
ExampleFor example, for Sweden you create a record with country/region SWE and enter SE in the Sales tax field.
Country/region parameters 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 processRecord financial transactions › Record tax commitments › Report tax and financial data to authorities in Dynamics 365 Finance
Menu pathTax › Setup › Sales tax › Country/region parameters
Set up first—
Used next by—
Related pagesTax exempt numbers Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Country/region parameters1 screen

Used to set up tax exempt identification parameters for every country/region where you have trading partners.

  1. Screen 1

    Add the country/region parameters

    Go to Tax > Setup > Sales tax > Country/region parameters

    1. Select New
    2. Select the Country/region
    3. Select or clear Check tax exempt number
    4. Select Save
    1Country/regionUSA
    Add the country/region parameters (zoomed on the outlined fields)
    Show the full screenAdd the country/region parameters
    page title tab to open what to set or check

Microsoft's steps

  1. Go to Tax > Setup > Sales tax > Country/region parameters.
  2. On the Action Pane, select New.
  3. In the Country/region field, select the country/region.
  4. In the Sales tax field, enter the prefix, such as SE.
  5. Repeat for each country/region, and then select Save.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Country/regionThe country/region the tax exempt identification is for.Microsoft Learn ↗USA—
Sales taxThe VAT registration number or tax exempt number prefix for the country/region.Microsoft Learn ↗——
Check tax exempt numberChecks tax exempt numbers for the country/region.Microsoft Learn ↗—CheckTaxExemptNumber

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Country/region parameters——

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 itemTaxCountryRegionParameters Checked in Dynamics 365
FormTaxCountryRegionParameters Checked in Dynamics 365
TableTaxCountryRegionParametersShown as “Sales tax parameters” in Record infoChecked in Dynamics 365
Data entitiesTaxCountryRegionParametersEntitySales tax country/region parameters Microsoft data model ↗
Who can open itPrivilegesMaintain task for tax exempt country/region parameters TaxCountryRegionParametersMaintainView tax exempt country/region parameters TaxCountryRegionParametersViewDutiesEnable sales taxes process TaxSalesTaxesProcessEnableInquire into sales tax policies TaxSalesTaxPoliciesInquire
6 security rolesAuditor AuditPolicyManagerAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialController
Checked in Dynamics 365
Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=TaxCountryRegionParameters
Integrate withTaxCountryRegionParametersEntity data entity Microsoft data model ↗
Table definitionTaxCountryRegionParameters columns and relations Microsoft data model ↗

Everyone

8Sources and checks