Setup step on the Sales tax settlement periods page · Tax

Set up Sales tax settlement periods

Used to link an authority to the intervals it must be paid for, so all sales tax codes on the period can be settled for a date interval.

Used by: Auditor, Accounts receivable manager, Accountant and 3 more roles
Business process: Configure tax settlement periods in Dynamics 365 Finance
Menu item: TaxPeriod
Main table: TaxPeriodHead
Data entity: TaxPeriodEntity
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	A setup page for sales tax settlement periods, which hold the period intervals that sales tax is reported and paid for.
What you do here	Used to link an authority to the intervals it must be paid for, so all sales tax codes on the period can be settled for a date interval.
Example	For example, for quarterly reporting you choose months as the interval unit and enter three units per period.

Sales tax settlement periods 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 settlement periods in Dynamics 365 Finance
Menu path	Tax › Indirect taxes › Sales tax › Sales tax settlement periods
Set up first	Sales tax authorities Microsoft Learn ↗
Used next by	Sales tax codes Microsoft Learn ↗Settle and post sales tax Microsoft Learn ↗
Related pages	Posted sales tax Microsoft Learn ↗
In this process	—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Sales tax settlement periods1 screen

Used to link an authority to the intervals it must be paid for, so all sales tax codes on the period can be settled for a date interval.

Screen 1
Create the sales tax settlement period
Go to Tax > Indirect taxes > Sales tax > Sales tax settlement periods
1. Select New, and enter the Settlement period and Description
2. Select the Authority and Terms of payment
3. Set Period interval unit to Months and Period interval duration to 3
4. In Period intervals, select Add, enter the From date and To date, and select Save
1Settlement period BEAT-QTR
2Authority BEAT-TAX
3Terms of payment NET30
4Period interval unit Months
From date 10/1/2026 to 12/31/2026
Show the full screen
page title tab to open what to set or check

1Settlement period	BEAT-QTR
2Authority	BEAT-TAX
3Terms of payment	NET30
4Period interval unit	Months
From date	10/1/2026 to 12/31/2026

Microsoft's steps

Go to Tax > Indirect taxes > Sales tax > Sales tax settlement periods.
Select New.
In the Settlement period field, enter a value, and in the Description field, enter a description.
In the Authority field, select the sales tax authority that receives the reports and payments.
In the Terms of payment field, select the terms that set the due date of the open vendor invoice.
Select the type of period interval and enter the number of units per period.
Select or clear Use batch processing for sales tax settlement, Prevent generating offset tax transactions and Include corrections.
On the Period intervals tab, select Add and enter the From date and To date.
Select New period interval to create the next periods, then close the page.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Authority	The sales tax authority that receives the reports and payments for this period.Microsoft Learn ↗	BEAT-TAX	—
Terms of payment	Sets the due date of the open vendor invoice created for the authority at settlement.Microsoft Learn ↗	NET30	—
Use batch processing for sales tax settlement	Runs the settlement as a batch job in the background, which helps when there are many tax transactions.Microsoft Learn ↗	—	`UseBatch`
Prevent generating offset tax transactions	Stops settlement from creating offset tax transactions, which can slow down settlement with many transactions.Microsoft Learn ↗	—	`NotGenerateOffsetTaxTrans`
Include corrections	Whether corrections are included in settlement and reporting, set per settlement period instead of for the whole legal entity.Microsoft Learn ↗	—	—
Period intervals	The From date and To date of each period; together they must cover whole periods without overlapping.Microsoft Learn ↗	—	—
Settlement period	—	BEAT-QTR	—
Period interval unit	—	Months	`PeriodUnit`
From date	—	10/1/2026 to 12/31/2026	—

Functional consultant

4Setup decisions

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

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	If Prevent generating offset tax transactions is turned on, settlement no longer creates the offset transactions that the Sales tax/Ledger reconciliation report uses. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`TaxPeriod` Checked in Dynamics 365
Form	`TaxPeriod` Checked in Dynamics 365
Table	`TaxPeriodHead`Shown as “Sales tax period description” in Record infoKey field: TaxPeriodChecked in Dynamics 365
Data entities	`TaxPeriodEntity`Sales tax period setup Microsoft data model ↗`TaxPeriodHeadEntity`Sales tax period description Microsoft data model ↗
Who can open it	PrivilegesMaintain sales tax settlement periods `TaxPeriodMaintain`View sales tax settlement periods `TaxPeriodView`DutiesEnable sales taxes process `TaxSalesTaxesProcessEnable`Inquire into sales tax policies `TaxSalesTaxPoliciesInquire` 6 security roles Auditor `AuditPolicyManager`Accounts receivable manager `CustInvoiceAccountsReceivableManager`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController` 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=TaxPeriod`
Integrate with	`TaxPeriodEntity` data entity Microsoft data model ↗
Table definition	`TaxPeriodHead` columns and relations Microsoft data model ↗