# 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’.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MZr1nhexaPbG6C_duNY%2F-MZr31HY4qIlcHebubZD%2FTax%20Sch_1.png?alt=media\&token=09c66548-a168-4e73-a0e4-e5acc29f7d1c)

* Enter appropriate **Tax Schedule Name** --> Click on **Save.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MZr1nhexaPbG6C_duNY%2F-MZr36cxM2Y47ESYPqnf%2FTax%20Sch_2.png?alt=media\&token=5fcad33a-81a5-4093-82fc-d86c4f025a13)

* Now click on **‘Add Existing Tax Detail’** to create or add details of tax to the Tax Schedule.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MZr1nhexaPbG6C_duNY%2F-MZr3DSUKC_fjo9-Zmqr%2FTax%20Sch_3.png?alt=media\&token=946bd16b-c1df-4bcc-a49c-a2adee6b2d08)

* Select existing **‘Tax Detail’** --> click on **‘Add’**. 

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MZr1nhexaPbG6C_duNY%2F-MZr3Qb5krvslrsraiWH%2FTax%20Sch_6.png?alt=media\&token=cf66e746-fc8e-459b-926e-3d6f33943676)

**OR**

* Click on **‘+ New Record’** --> Click on **‘Tax Details’**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MZr1nhexaPbG6C_duNY%2F-MZr3_dagSuapN1EZnD5%2FTax%20Sch_7.png?alt=media\&token=a3e19a35-c45d-4433-8a4a-16c47997df86)

* The following dialog will appear. Here, click on **OK**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MZr1nhexaPbG6C_duNY%2F-MZr3qkjRz5VDn5dsnUB%2FTax%20Sch_8.png?alt=media\&token=3efbfc65-ecd4-4c66-8f79-8389f709594a)

* Enter appropriate values to the respective fields – **Tax Detail Name, Tax Percent and Tax Number** --> Click on **Save**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MZr1nhexaPbG6C_duNY%2F-MZr4WUKDyxFpMYlCppW%2FTax%20Sch_1.png?alt=media\&token=6558b742-f628-4404-9908-7b1544ae7d9e)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MZr1nhexaPbG6C_duNY%2F-MZr4caYeAIKXknxyfEZ%2FTax%20Sch_2.png?alt=media\&token=7678695a-47a2-4feb-8996-be7ae230372d)

### 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**.