Setup step on the Sales tax authorities page · Tax

Set up Sales tax authorities

Used to set up each authority with its report layout, rounding rules and, if wanted, a vendor account so tax can be paid with the normal vendor payment routines.

Used by: Accounts payable manager, Accounts receivable manager, Accountant and 5 more roles
Business process: Configure tax authorities in Dynamics 365 Finance
Menu item: TaxAuthority
Main table: TaxAuthorityAddress
Data entity: TaxAuthorityEntity
Setup steps: 1 on this page

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Everyone

1What it is and why

What it is	A setup page for the sales tax authorities, the bodies that collected sales tax is reported and paid to.
What you do here	Used to set up each authority with its report layout, rounding rules and, if wanted, a vendor account so tax can be paid with the normal vendor payment routines.
Example	For example, a legal entity that owes 98,765.43 sets Rounding form to Normal and Round-off to 1.00, so the settled amount is rounded to 98,765.

Sales tax authorities 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 process	Define accounting policies › Develop tax strategy › Configure tax authorities in Dynamics 365 Finance
Menu path	Tax › Indirect taxes › Sales tax › Sales tax authorities
Set up first	All vendors Microsoft Learn ↗
Used next by	Sales tax settlement periods Microsoft Learn ↗Sales tax reporting codes Microsoft Learn ↗
Related pages	—
In this process	—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Sales tax authorities1 screen

Used to set up each authority with its report layout, rounding rules and, if wanted, a vendor account so tax can be paid with the normal vendor payment routines.

Screen 1
Create the sales tax authority
Go to Tax > Indirect taxes > Sales tax > Sales tax authorities
1. Select New
2. Enter the Authority and Name
3. On the General section, select the Vendor account
4. Set the Round-off, and select Save
1Authority BEAT-TAX
2Name Atlas demo state tax authority
3Vendor account BEAT-000021
4Round-off 0.01
Show the full screen
page title tab to open what to set or check

1Authority	BEAT-TAX
2Name	Atlas demo state tax authority
3Vendor account	BEAT-000021
4Round-off	0.01

Microsoft's steps

Go to Tax > Indirect taxes > Sales tax > Sales tax authorities.
Select New.
In the Authority field, enter a value, and in the Name field, enter a name.
In the Vendor account field, select the vendor that represents the authority.
Select the report layout for your country/region, or the default layout if none fits.
In the Rounding form and Round-off fields, set how the total tax to pay is rounded.
Select Save.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Vendor account	The vendor that represents the authority, so the settled tax becomes an open vendor invoice that can be paid like any vendor.Microsoft Learn ↗	BEAT-000021	—
Report layout	The layout of the sales tax report for the authority's country/region.Microsoft Learn ↗	—	—
Rounding form	The rounding method for the total tax to pay: Normal, Downward, Rounding-up or Own advantage.Microsoft Learn ↗	—	—
Round-off	The unit the total tax is rounded to, such as 1.00.Microsoft Learn ↗	0.01	`RoundOff`
Authority	—	BEAT-TAX	—
Name	—	Atlas demo state tax authority	`Name`

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Sales tax authorities	—	—

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	`TaxAuthority` Checked in Dynamics 365
Form	`TaxAuthority` Checked in Dynamics 365
Table	`TaxAuthorityAddress`Shown as “Authority” in Record infoKey field: TaxAuthority, TaxAuthorityIdChecked in Dynamics 365
Data entities	`TaxAuthorityEntity`Sales tax authorities Microsoft data model ↗
Who can open it	PrivilegesMaintain sales tax authorities `TaxAuthorityMaintain`View sales tax authorities `TaxAuthorityView`DutiesRental Inquire into sales tax process reference data `RentalTaxSalesTaxProcessReferenceDataInquire`Enable sales taxes process `TaxSalesTaxesProcessEnable`Inquire into sales tax process reference data `TaxSalesTaxProcessReferenceDataInquire` 8 security roles Accounts receivable manager `CustInvoiceAccountsReceivableManager`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Rental manager `RentalManager`Rental purchasing manager `RentalPurchasingManager`Accounts payable manager `VendInvoiceAccountsPayableManager` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=TaxAuthority`
Integrate with	`TaxAuthorityEntity` data entity Microsoft data model ↗
Table definition	`TaxAuthorityAddress` columns and relations Microsoft data model ↗