For the complete documentation index, see llms.txt. This page is also available as Markdown.
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.
