Setup step on the Sales tax exempt codes page · Tax

Set up Sales tax exempt codes

Used to record why a sale is exempt from sales tax, with a description that is kept on the sales tax transactions and shown on documents.

Used by: Auditor, Accounts receivable manager, Accountant and 3 more roles
Business process: Develop tax strategy
Menu item: TaxExemptCodeTable
Main table: TaxExemptCodeTable
Data entity: TaxExemptCodeCdsEntity
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 exempt codes, which you use with sales tax codes that are set up as exempt in sales tax groups.
What you do here	Used to record why a sale is exempt from sales tax, with a description that is kept on the sales tax transactions and shown on documents.
Example	For example, in the European Union a company must record the reason when an invoice is exempt from sales tax.

Sales tax exempt codes 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
Menu path	Tax › Setup › Sales tax › Sales tax exempt codes
Set up first	—
Used next by	Sales tax groups Microsoft Learn ↗
Related pages	—
In this process	← Set up Ledger posting groups · Set up Harmonized sales tax dimensions →

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Sales tax exempt codes1 screen

Used to record why a sale is exempt from sales tax, with a description that is kept on the sales tax transactions and shown on documents.

Screen 1
Create the sales tax exempt code
Go to Tax > Setup > Sales tax > Sales tax exempt codes
1. Select New
2. Enter the Exempt code and Description
3. Select Save
1Exempt code BEAT-RS
Description Atlas demo resale certificate exemption
Show the full screen
page title tab to open what to set or check

1Exempt code	BEAT-RS
Description	Atlas demo resale certificate exemption

Microsoft's steps

—

Field guide

Field	What it means	Worked example	Table column
Description	The exemption reason; it is saved on sales tax transactions for history and reprinting.Microsoft Learn ↗	Atlas demo resale certificate exemption	`Description`
Exempt code	—	BEAT-RS	`ExemptCode`

Functional consultant

4Setup decisions

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

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	`TaxExemptCodeTable` Checked in Dynamics 365
Form	`TaxExemptCodeTable` Checked in Dynamics 365
Table	`TaxExemptCodeTable`Shown as “Sales tax exempt code” in Record infoKey field: ExemptCodeChecked in Dynamics 365
Data entities	`TaxExemptCodeCdsEntity`Sales tax exempt code entity CDS Microsoft data model ↗`TaxExemptCodeEntity`Sales tax exempt code Microsoft data model ↗
Who can open it	PrivilegesMaintain sales tax exempt codes `TaxExemptCodeTableMaintain`View sales tax exempt codes `TaxExemptCodeTableView`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=TaxExemptCodeTable`
Integrate with	`TaxExemptCodeCdsEntity` data entity Microsoft data model ↗
Table definition	`TaxExemptCodeTable` columns and relations Microsoft data model ↗