D365 Sales Tax Group Population - Tax Exempt

Question:

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

Creation date: 7/18/2022 3:50 PM Updated: 2/28/2023 3:46 PM

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Dynamics 365 Finance & Operations