Level 3 · 90.10.200.000 · July 2026 catalog

Develop tax strategy

12 setup steps in this process and the ones under it. Applies to Dynamics 365 Finance and Dynamics 365 Supply Chain Management.

Microsoft business process catalog July 2026

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In the tree

90.10.200.100Configure tax authorities in Dynamics 365 Finance1 record
90.10.200.200Configure tax rates in Dynamics 365 Finance3 records
90.10.200.300Configure tax settlement periods in Dynamics 365 Finance1 record
90.10.200.700Manage withholding taxes in Dynamics 365 Finance2 records

Setup steps in this process

TAX-SETUP-010

Set up Ledger posting groupsMaster data · Tax > Setup > Sales tax > Ledger posting groups

TAX-SETUP-020

Set up Sales tax exempt codesMaster data · Tax > Setup > Sales tax > Sales tax exempt codes

TAX-INDIRECT-060

Set up Harmonized sales tax dimensionsMaster data · Tax > Indirect taxes > Sales tax > Harmonized sales tax dimensions

TAX-INDIRECT-070

Set up Harmonized sales tax rulesMaster data · Tax > Indirect taxes > Sales tax > Harmonized sales tax rules

TAX-SETUP-120

Set up Tax calculation parametersMaster data · Tax > Setup > Tax configuration > Tax calculation parameters