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Setup page · Tax

Sales tax exempt codes

A setup page for sales tax exempt codes, which you use with sales tax codes that are set up as exempt in sales tax groups.

Used by
Auditor, Accounts receivable manager, Accountant and 3 more roles
Business process
Develop tax strategy
Menu item
TaxExemptCodeTable
Main table
TaxExemptCodeTable
Data entity
TaxExemptCodeCdsEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for sales tax exempt codes, which you use with sales tax codes that are set up as exempt in sales tax groups.
What you do hereUsed to record why a sale is exempt from sales tax, with a description that is kept on the sales tax transactions and shown on documents.
ExampleFor example, in the European Union a company must record the reason when an invoice is exempt from sales tax.
Sales tax exempt codes 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
Menu pathTax › Setup › Sales tax › Sales tax exempt codes
Set up first—
Used next bySales tax groups Microsoft Learn ↗
Related pages—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Sales tax exempt codes1 screen

Used to record why a sale is exempt from sales tax, with a description that is kept on the sales tax transactions and shown on documents.

  1. Screen 1

    Create the sales tax exempt code

    Go to Tax > Setup > Sales tax > Sales tax exempt codes

    1. Select New
    2. Enter the Exempt code and Description
    3. Select Save
    1Exempt codeBEAT-RS
    DescriptionAtlas demo resale certificate exemption
    Create the sales tax exempt code (zoomed on the outlined fields)
    Show the full screenCreate the sales tax exempt code
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
DescriptionThe exemption reason; it is saved on sales tax transactions for history and reprinting.Microsoft Learn ↗Atlas demo resale certificate exemptionDescription
Exempt code—BEAT-RSExemptCode

Functional consultant

4Setup decisions

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

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 itemTaxExemptCodeTable Checked in Dynamics 365
FormTaxExemptCodeTable Checked in Dynamics 365
TableTaxExemptCodeTableShown as “Sales tax exempt code” in Record infoKey field: ExemptCodeChecked in Dynamics 365
Data entitiesTaxExemptCodeCdsEntitySales tax exempt code entity CDS Microsoft data model ↗TaxExemptCodeEntitySales tax exempt code Microsoft data model ↗
Who can open itPrivilegesMaintain sales tax exempt codes TaxExemptCodeTableMaintainView sales tax exempt codes TaxExemptCodeTableViewDutiesEnable 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=TaxExemptCodeTable
Integrate withTaxExemptCodeCdsEntity data entity Microsoft data model ↗
Table definitionTaxExemptCodeTable columns and relations Microsoft data model ↗

Everyone

8Sources and checks