Setup step on the Tax calculation parameters page · Tax

Set up Tax calculation parameters

Used to apply a completed Tax Calculation feature to a legal entity, with its rounding, error handling and multiple VAT registration settings.

Used by: Auditor, Chief executive officer, Accounts receivable manager and 4 more roles
Business process: Develop tax strategy
Menu item: TaxIntegrationTaxServiceParameters
Main table: TaxIntegrationTaxServiceParameters
Data entity: —
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	A setup page, set per legal entity, where you turn on Tax Calculation and choose the tax feature setup version and business processes it applies to.
What you do here	Used to apply a completed Tax Calculation feature to a legal entity, with its rounding, error handling and multiple VAT registration settings.
Example	For example, if you set Rounding precision to 0.000000, calculated amounts are rounded to six decimal places before they are sent back to Finance.

Tax calculation 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	Define accounting policies › Develop tax strategy
Menu path	Tax › Setup › Tax configuration › Tax calculation parameters
Set up first	—
Used next by	Sales tax codes Microsoft Learn ↗
Related pages	—
In this process	← Set up Harmonized sales tax rules

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Tax calculation parameters1 screen

Used to apply a completed Tax Calculation feature to a legal entity, with its rounding, error handling and multiple VAT registration settings.

Screen 1
Review the tax calculation parameters
Go to Tax > Setup > Tax configuration > Tax calculation parameters, General tab
1. Open the General tab
2. Check Enable advanced tax calculation; turn it on only when a tax feature setup is ready
3. Set the Rounding precision, Rounding method and Rounding by of the sales tax rounding rule
1Enable advanced tax calculation No
2Rounding precision 0.000000
3Rounding method Normal
4Rounding by Tax codes
Show the full screen
page title tab to open what to set or check

1Enable advanced tax calculation	No
2Rounding precision	0.000000
3Rounding method	Normal
4Rounding by	Tax codes

Microsoft's steps

Go to Tax > Setup > Tax configuration > Tax calculation parameters.
On the General tab, select Enable advanced tax calculation.
In the Feature name field, select a completed tax feature setup and version.
In the Business process field, select the business processes to enable.
In the Sales tax rounding rule fields, set the rounding rule for the legal entity.
On the Error handling tab, choose No, Warning or Error for each result code.
On the Multiple VAT registration tab, turn on VAT declaration, EU Sales List and Intrastat as needed.
Save, and repeat for each other legal entity.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Enable advanced tax calculation	Turns on Tax Calculation for the legal entity; without it, the existing tax engine is used.Microsoft Learn ↗	No	—
Feature name	The completed tax feature setup and version used by the legal entity.Microsoft Learn ↗	—	—
Business process	The business processes that use Tax Calculation, such as Sales and Purchase.Microsoft Learn ↗	—	—
Rounding precision	How many decimal places calculated amounts are rounded to, up to six.Microsoft Learn ↗	0.000000	`RoundOff`
Rounding method	Normal, Downward or Rounding-up.Microsoft Learn ↗	Normal	`RoundOffType`
Error handling	Whether each result code gives no message, a warning or an error.Microsoft Learn ↗	—	—
Multiple VAT registration	Turns on VAT declaration, EU Sales List and Intrastat for multiple VAT registrations.Microsoft Learn ↗	—	—
Support multiple VAT registration numbers	Turns on support for several VAT registration numbers in one legal entity.Microsoft Learn ↗	—	—
Rounding by	—	Tax codes	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Tax calculation 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	When advanced tax calculation is turned on, the rounding rules on sales tax codes and sales tax groups stop applying, and the rounding set here is used instead. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`TaxIntegrationTaxServiceParameters` Checked in Dynamics 365
Form	`TaxIntegrationTaxServiceParameters` Checked in Dynamics 365
Table	`TaxIntegrationTaxServiceParameters`Shown as “Tax Calculation Parameter” in Record infoChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesMaintain tax calculation parameters `TaxIntegrationTaxServiceParametersMaintain`View tax calculation parameters `TaxIntegrationTaxServiceParametersView`DutiesEnable EU sales list process `TaxEUSalesListProcessEnable`Review EU sales list process performance `TaxEUSalesListProcessPerfReview`Enable sales taxes process `TaxSalesTaxesProcessEnable`Inquire into sales tax policies `TaxSalesTaxPoliciesInquire` 7 security roles Auditor `AuditPolicyManager`Chief executive officer `CompanyChiefExecutiveOfficer`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, Edit, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=TaxIntegrationTaxServiceParameters`
Integrate with	—
Table definition	`TaxIntegrationTaxServiceParameters` columns and relations Microsoft data model ↗