Setup step on the Country/region parameters page · Tax

Set up Country/region parameters

Used to set up tax exempt identification parameters for every country/region where you have trading partners.

Used by: Auditor, Accounts receivable manager, Accountant and 3 more roles
Business process: Report tax and financial data to authorities in Dynamics 365 Finance
Menu item: TaxCountryRegionParameters
Main table: TaxCountryRegionParameters
Data entity: TaxCountryRegionParametersEntity
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	A setup page where you set, for each country/region, the tax exempt identification prefix and whether tax exempt numbers are checked.
What you do here	Used to set up tax exempt identification parameters for every country/region where you have trading partners.
Example	For example, for Sweden you create a record with country/region SWE and enter SE in the Sales tax field.

Country/region parameters 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	Record financial transactions › Record tax commitments › Report tax and financial data to authorities in Dynamics 365 Finance
Menu path	Tax › Setup › Sales tax › Country/region parameters
Set up first	—
Used next by	—
Related pages	Tax exempt numbers Microsoft Learn ↗
In this process	← Set up Tax exempt numbers · Set up Foreign trade parameters →

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Country/region parameters1 screen

Used to set up tax exempt identification parameters for every country/region where you have trading partners.

Screen 1
Add the country/region parameters
Go to Tax > Setup > Sales tax > Country/region parameters
1. Select New
2. Select the Country/region
3. Select or clear Check tax exempt number
4. Select Save
1Country/region USA
Show the full screen
page title tab to open what to set or check

1Country/region	USA

Microsoft's steps

Go to Tax > Setup > Sales tax > Country/region parameters.
On the Action Pane, select New.
In the Country/region field, select the country/region.
In the Sales tax field, enter the prefix, such as SE.
Repeat for each country/region, and then select Save.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Country/region	The country/region the tax exempt identification is for.Microsoft Learn ↗	USA	—
Sales tax	The VAT registration number or tax exempt number prefix for the country/region.Microsoft Learn ↗	—	—
Check tax exempt number	Checks tax exempt numbers for the country/region.Microsoft Learn ↗	—	`CheckTaxExemptNumber`

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Country/region parameters	—	—

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	`TaxCountryRegionParameters` Checked in Dynamics 365
Form	`TaxCountryRegionParameters` Checked in Dynamics 365
Table	`TaxCountryRegionParameters`Shown as “Sales tax parameters” in Record infoChecked in Dynamics 365
Data entities	`TaxCountryRegionParametersEntity`Sales tax country/region parameters Microsoft data model ↗
Who can open it	PrivilegesMaintain task for tax exempt country/region parameters `TaxCountryRegionParametersMaintain`View tax exempt country/region parameters `TaxCountryRegionParametersView`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=TaxCountryRegionParameters`
Integrate with	`TaxCountryRegionParametersEntity` data entity Microsoft data model ↗
Table definition	`TaxCountryRegionParameters` columns and relations Microsoft data model ↗