Setup step on the Harmonized sales tax rules page · Tax
Set up Harmonized sales tax rules
Used to set, for each combination of the HST dimension values, up to five sales tax codes that apply.
- Used by
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- Business process
- Develop tax strategy
- Menu item
PSNTaxHSTDimensionRules- Main table
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- Data entity
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- Setup steps
- 1 on this page
Show what matters for
Everyone
1What it is and why
| What it is | A setup page where you define rules that assign sales tax codes to a document line based on its account distributions, for Canadian Harmonized Sales Tax (HST). |
|---|---|
| What you do here | Used to set, for each combination of the HST dimension values, up to five sales tax codes that apply. |
| Example | For example, you can add one rule with all dimensions left blank to hold the sales tax codes that apply when no other rule matches. |
Functional consultant · Solution architect
2Where it fits
| Business process | Define accounting policies › Develop tax strategy |
|---|---|
| Menu path | Tax › Indirect taxes › Sales tax › Harmonized sales tax rules |
| Set up first | Harmonized sales tax dimensions Microsoft Learn ↗Sales tax groups Microsoft Learn ↗ |
| Used next by | — |
| Related pages | — |
| In this process | ← Set up Harmonized sales tax dimensions · Set up Tax calculation parameters → |
End user · Functional consultant
3How to do it
Setup steps on this page
Set up Harmonized sales tax rulesNo screenshots yet
Used to set, for each combination of the HST dimension values, up to five sales tax codes that apply.
Microsoft's steps
- Go to Tax > Indirect taxes > Sales tax > Harmonized sales tax rules.
- On the Action Pane, select New.
- Enter the dimension values for the rule, leaving a segment blank to match any value.
- Select up to five sales tax codes for the rule.
- Select Save.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Sales tax codes | The sales tax codes that apply to the dimension combination on the row.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Harmonized sales tax rules | — | — |
Solution architect
5Design impact
| Shared or per company | — |
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| Can it be undone | — |
| Feature or country | — |
| If you change it later | Only one rule applies to each account distribution; a blank segment works as a wildcard and is used only when no more specific rule fits. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | PSNTaxHSTDimensionRules |
|---|---|
| Form | — |
| Table | — |
| Data entities | — |
| Who can open it | — |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=PSNTaxHSTDimensionRules |
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| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
TAX-INDIRECT-070 — Set up Harmonized sales tax rules. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/TAX-INDIRECT-070