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Setup page · Tax

Tax exempt numbers

A setup page that lists the tax exempt numbers, such as VAT registration numbers, of customers and vendors by country/region.

Used by
Accounts payable clerk, Accounts payable manager, Auditor and 12 more roles
Business process
Report tax and financial data to authorities in Dynamics 365 Finance
Menu item
TaxVATNumTable
Main table
TaxVATNumTable
Data entity
TaxVATNumTableEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page that lists the tax exempt numbers, such as VAT registration numbers, of customers and vendors by country/region.
What you do hereUsed to keep the tax exempt numbers of trading partners so they can be assigned to customers and vendors and used in tax reporting.
ExampleFor example, the tax exempt numbers assigned to customers and vendors appear on the Intrastat report.
Tax exempt numbers 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 › Tax exempt numbers
Set up first—
Used next byAll customers Microsoft Learn ↗
Related pagesCountry/region parameters Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Tax exempt numbers1 screen

Used to keep the tax exempt numbers of trading partners so they can be assigned to customers and vendors and used in tax reporting.

  1. Screen 1

    Add the tax exempt number

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

    1. Select New
    2. Select the Country/region
    3. Enter the Tax exempt number and Company name
    4. Select Save
    1Tax exempt numberBEAT-EX-0001
    Country/regionUSA
    Company nameAtlas demo exempt customer
    Add the tax exempt number (zoomed on the outlined fields)
    Show the full screenAdd the tax exempt number
    page title tab to open what to set or check

Microsoft's steps

  1. Go to Tax > Setup > Sales tax > Tax exempt numbers.
  2. Create a record for each tax exempt number.
  3. In the Country/region field, select the country/region of the partner's tax registration.
  4. In the Tax exempt number field, enter the partner's number.
  5. Optionally, in the Company name field, enter the partner's name.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Country/regionThe country/region of the partner's tax registration.Microsoft Learn ↗USA—
Tax exempt numberThe partner's tax exempt number.Microsoft Learn ↗BEAT-EX-0001—
Company nameOptionally, the partner's name.Microsoft Learn ↗Atlas demo exempt customer—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Tax exempt numbers——

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 itemTaxVATNumTable Checked in Dynamics 365
FormTaxVATNumTable Checked in Dynamics 365
TableTaxVATNumTableShown as “Tax exempt number table” in Record infoChecked in Dynamics 365
Data entitiesTaxVATNumTableEntitySales tax exempt numbers Microsoft data model ↗
Who can open itPrivilegesMaintain tax exempt numbers TaxVATNumTableMaintainView tax exempt numbers TaxVATNumTableViewDutiesRental Inquire into sales tax process reference data RentalTaxSalesTaxProcessReferenceDataInquireReview EU sales list process performance TaxEUSalesListProcessPerfReviewEnable sales taxes process TaxSalesTaxesProcessEnableInquire into sales tax process reference data TaxSalesTaxProcessReferenceDataInquireInquire into sales tax transaction status TaxSalesTaxTransactionStatusInquire
15 security rolesAuditor AuditPolicyManagerCollections manager CollectionLetterCollectionsManagerChief executive officer CompanyChiefExecutiveOfficerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerTax accountant FBTaxAccountant_BRAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerRental manager RentalManagerRental purchasing manager RentalPurchasingManagerSales manager TradeSalesManagerAccounts payable clerk VendInvoiceAccountsPayableClerkAccounts 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=TaxVATNumTable
Integrate withTaxVATNumTableEntity data entity Microsoft data model ↗
Table definitionTaxVATNumTable columns and relations Microsoft data model ↗

Everyone

8Sources and checks