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Zipcode level Sales tax rates load in D365

  • 1.  Zipcode level Sales tax rates load in D365

    Posted Aug 20, 2019 10:27 AM
    In D365, is there a way to load the zipcode level sales tax rates for every Nexus state?
    We want to be able to load into D365 the zipcode level sales tax rate and use the ship-to zipcode to calculate sales tax for the customer invoice.
    Would appreciate some insights.  Thanks.  #FinanceandOperations​​​ #Functional​ ​

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    Kalpana Balaji
    Omniparts Automotive
    Franklin TN
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  • 2.  RE: Zipcode level Sales tax rates load in D365

    TOP CONTRIBUTOR
    Posted Aug 21, 2019 02:08 AM
    It's possible to do it, using sales tax groups, each containing/representing a different tax rate/zone:

    1. First you configure rules that whenever a customer address is created, the correct rate (sales tax group) is defaulted to the address record
    https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/set-up-automatic-sales-tax-group-assignments

    2. Whenever you create a sales order, by using a Term of Delivery value on the sales order header, you can trigger a mechanism that will take the delivery address of the order, and default the sales tax group set on it into the sales order, as described in this thread
    I am not sure why I am unable to find a direct Microsoft documentation for that....not a great sign
    https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/147389/sales-order---delivery-address---tax-group

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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  • 3.  RE: Zipcode level Sales tax rates load in D365

    Posted Aug 21, 2019 11:10 AM
    Thank you so much Zvika. I will try this.


    ------------------------------
    Kalpana Balaji
    Omniparts Automotive
    Franklin TN
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