Setup step on the Item sales tax groups page · Tax
Set up Item sales tax groups
Used to list the sales tax codes that can apply when an item is sold or bought; only codes found in both this group and the sales tax group are applied.
- Used by
- Accounts payable manager, Auditor, Chief executive officer and 7 more roles
- Business process
- Configure tax rates in Dynamics 365 Finance
- Menu item
TaxItemGroup- Main table
TaxItemGroupHeading- Data entity
TaxItemGroupEntity- Setup steps
- 1 on this page
Show what matters for
Everyone
1What it is and why
| What it is | A setup page where you group the sales tax codes that apply to resources such as products and procurement categories. |
|---|---|
| What you do here | Used to list the sales tax codes that can apply when an item is sold or bought; only codes found in both this group and the sales tax group are applied. |
| Example | For example, the item sales tax group follows the resource of a transaction, such as an item or a procurement category, while the sales tax group follows the customer or vendor. |
Functional consultant · Solution architect
2Where it fits
| Business process | Define accounting policies › Develop tax strategy › Configure tax rates in Dynamics 365 Finance |
|---|---|
| Menu path | Tax › Indirect taxes › Sales tax › Item sales tax groups |
| Set up first | Sales tax codes Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Sales tax groups Microsoft Learn ↗ |
| In this process | ← Set up Sales tax groups |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Item sales tax groups1 screen
Used to list the sales tax codes that can apply when an item is sold or bought; only codes found in both this group and the sales tax group are applied.
Screen 1
Create the item sales tax group
Go to Tax > Indirect taxes > Sales tax > Item sales tax groups
- Select New, and enter the Item sales tax group and Description
- On the Setup section, select Add
- Select the Sales tax code
- Select Save
1Item sales tax group BEAT-STD 2Description Atlas demo standard rated 3Sales tax code BEAT-ST10 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
- Go to Tax > Indirect taxes > Sales tax > Item sales tax groups.
- Select New.
- In the Item sales tax group field, enter a value, and in the Description field, enter a description.
- Select Add.
- In the Sales tax code field, select a sales tax code from the lookup.
- Select Save.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Sales tax code | Each sales tax code that can apply to the products or services that use this group.Microsoft Learn ↗ | BEAT-ST10 | — |
| Item sales tax group | — | BEAT-STD | — |
| Description | — | Atlas demo standard rated | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Item sales tax groups | — | — |
Solution architect
5Design impact
| Shared or per company | Per 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 item | TaxItemGroup Checked in Dynamics 365 |
|---|---|
| Form | TaxItemGroup Checked in Dynamics 365 |
| Table | TaxItemGroupHeadingShown as “Item sales tax group” in Record infoKey field: TaxItemGroupChecked in Dynamics 365 |
| Data entities | TaxItemGroupEntitySales tax item groups Microsoft data model ↗TaxItemGroupHeadingEntityItem sales tax group Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain item sales tax groups TaxItemGroupMaintainView item sales tax groups TaxItemGroupViewDutiesRental Inquire into sales tax process reference data RentalTaxSalesTaxProcessReferenceDataInquireEnable EU sales list process TaxEUSalesListProcessEnableReview EU sales list process performance TaxEUSalesListProcessPerfReviewEnable sales taxes process TaxSalesTaxesProcessEnableInquire into sales tax process reference data TaxSalesTaxProcessReferenceDataInquire10 security rolesAuditorAuditPolicyManagerChief executive officer CompanyChiefExecutiveOfficerAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerRental manager RentalManagerRental purchasing manager RentalPurchasingManagerAccounts payable manager VendInvoiceAccountsPayableManager |
| Actions on the page | Recalculate tax: Recalculate taxOptions: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=TaxItemGroup |
|---|---|
| Integrate with | TaxItemGroupEntity data entity Microsoft data model ↗ |
| Table definition | TaxItemGroupHeading columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/general-ledger/tasks/set-up-sales-tax-groups-item-sales-tax-groups
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/tax/group/taxitemgroupheading
- learn.microsoft.com/dynamics365/finance/general-ledger/indirect-taxes-overview
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.
TAX-INDIRECT-030 — Set up Item sales tax groups. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/TAX-INDIRECT-030