D365 Sales Tax Group Population - Tax Exempt
Question:
Answer:
Tax Department just added a sales tax # for D365 and said we need to “update” to get the number to populate in the customer’s record. Can someone let me know how/where I can update?
Answer:
Below are the instructions to populate the Sales Tax Group:
- Go to customer 31341
- Go to the “Addresses” section
- Click “More Options” - > “Advanced”
- Click “Edit”
- Go to the “General” section
- Click the “Tax Exempt” button
- The Sales Tax group will populate with a number. It will place an “x” in front of the sales tax group depending on if you want it to be exempt or not.
- Click Save
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