Tax Schedules
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The Tax Schedule entity is used to create your Tax Schedules and assign the Tax Details to the schedule. A Tax Schedule is a group of Tax Details that can be applied to a Product or Customer.
To create a Tax Schedule follow the steps given below:
Navigate to Dynamics 365 --> Auto Tax Calculator --> Tax Schedules --> Click on ‘+New’.
Enter appropriate Tax Schedule Name --> Click on Save.
Now click on ‘Add Existing Tax Detail’ to create or add details of tax to the Tax Schedule.
Select existing ‘Tax Detail’ --> click on ‘Add’.
OR
Click on ‘+ New Record’ --> Click on ‘Tax Details’.
The following dialog will appear. Here, click on OK.
Enter appropriate values to the respective fields – Tax Detail Name, Tax Percent and Tax Number --> Click on Save.
In the same way, to edit a Tax Schedule follow the steps given below:
Navigate to Dynamics 365 --> Auto Tax Calculator --> Tax Schedules.
Open the Tax Schedule you wish to edit.
Make the necessary changes.
Click on Save.
To Delete a Tax Schedule, follow the steps given below:
Navigate to Dynamics 365 --> Auto Tax Calculator --> Tax Schedules.
Mark the Tax Schedule to remove.
Click on Delete.
