Setup step on the Sales tax reporting codes page · Tax
Set up Sales tax reporting codes
Used to report amounts for several sales tax codes under one reporting code, on country/region report layouts and on the Sales tax payment by code report.
- Used by
- Accounts payable manager, Accounts receivable manager, Accountant and 5 more roles
- Business process
- Report tax and financial data to authorities in Dynamics 365 Finance
- Menu item
TaxReportCollection- Main table
TaxReportCollection- Data entity
TaxReportingCodeEntity- Setup steps
- 1 on this page
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Everyone
1What it is and why
| What it is | A setup page for sales tax reporting codes, which refer to a field number listed on a sales tax report. |
|---|---|
| What you do here | Used to report amounts for several sales tax codes under one reporting code, on country/region report layouts and on the Sales tax payment by code report. |
| Example | For example, each reporting code can stand for a box on the tax statement or a tag name in an XML tax return. |
Functional consultant · Solution architect
2Where it fits
| Business process | Record financial transactions › Record tax commitments › Report tax and financial data to authorities in Dynamics 365 Finance |
|---|---|
| Menu path | Tax › Setup › Sales tax › Sales tax reporting codes |
| Set up first | Sales tax authorities Microsoft Learn ↗ |
| Used next by | Sales tax codes Microsoft Learn ↗Sales tax payment by code Microsoft Learn ↗ |
| Related pages | Sales tax reporting codes report Microsoft Learn ↗ |
| In this process | Set up Tax exempt numbers → |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Sales tax reporting codes1 screen
Used to report amounts for several sales tax codes under one reporting code, on country/region report layouts and on the Sales tax payment by code report.
Screen 1
Create the sales tax reporting code
Go to Tax > Setup > Sales tax > Sales tax reporting codes
- Select New
- Select the Report layout
- Enter the Reporting code, Report text and Brief description
- Select Save
1Report text Atlas demo taxable sales Report layout Default Reporting code 101 Brief description Atlas demo sales base 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
- Go to Tax > Setup > Sales tax > Sales tax reporting codes.
- Select New.
- Select the report layout that the reporting code belongs to.
- In the Reporting code field, enter a number.
- In the Report text field, enter the description to show on reports.
- In the Brief description field, enter a description for internal use.
- Select Save.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Report layout | The layout the code belongs to; it filters which reporting codes a sales tax code can use.Microsoft Learn ↗ | Default | — |
| Reporting code | The number of the field on the sales tax report.Microsoft Learn ↗ | 101 | — |
| Report text | The description shown on reports.Microsoft Learn ↗ | Atlas demo taxable sales | — |
| Brief description | A description for internal use.Microsoft Learn ↗ | Atlas demo sales base | Description |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Sales tax reporting 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 | TaxReportCollection Checked in Dynamics 365 |
|---|---|
| Form | TaxReportCollection Checked in Dynamics 365 |
| Table | TaxReportCollectionShown as “Sales tax reporting codes” in Record infoKey field: TaxReportLayout, TaxReportFieldChecked in Dynamics 365 |
| Data entities | TaxReportingCodeEntitySales tax reporting codes Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain sales tax reporting codes TaxReportCollectionMaintainView sales tax reporting codes TaxReportCollectionViewDutiesRental Inquire into sales tax process reference data RentalTaxSalesTaxProcessReferenceDataInquireEnable sales taxes process TaxSalesTaxesProcessEnableInquire into sales tax process reference data TaxSalesTaxProcessReferenceDataInquire8 security rolesAccounts receivable managerCustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerRental manager RentalManagerRental purchasing manager RentalPurchasingManagerAccounts payable manager VendInvoiceAccountsPayableManager |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=TaxReportCollection |
|---|---|
| Integrate with | TaxReportingCodeEntity data entity Microsoft data model ↗ |
| Table definition | TaxReportCollection columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/general-ledger/tasks/set-up-sales-tax-reporting-codes
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/tax/group/taxreportcollection
- learn.microsoft.com/dynamics365/finance/localizations/europe/emea-vat-reporting
- learn.microsoft.com/training/modules/work-taxes-finance/set-up-codes
- 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-SETUP-030 — Set up Sales tax reporting codes. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/TAX-SETUP-030