Tax Schedules

Create Tax Schedule

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.

Edit Tax Schedule

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.

Delete Tax Schedule

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.