Tax exempt number Customer obligated?

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Posted on by Community Member Microsoft Employee

Hello,

I want to change the sales tax group of a customer. Is it possible to do that without giving information about the tax exmept number? B/c if I want to change the salex tax group the system is always telling me that a tax exempt number is required for that customer. But as far as I know this field should be optional?

To be a little bit more precise: The customer is in GreatBritain - so that is why we want to change the salex tax group of that customer.

Is it possible to change parameters in the system such that this field is not mandatory anymore? If yes, whre can I find it? I am working more with D365 than with AX2012 ;)

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Community Member Microsoft Employee on at

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RE: Tax exempt number Customer obligated?

Hello and thanks. I have found it. The required parameter is in the "Accounts receivable parameters." Its like in D365, there you can find this parameter too. And yes, the settings for this customer - because of the Brexit - have also been updated. After that I could change the sales tax group.
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Ludwig Reinhard Microsoft Employee on at

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RE: Tax exempt number Customer obligated?

Hi,

There is a parameter setting that defines whether a tax exempt number must be provided.

Often this is set to mandatory for EU member states.

Can you check if this is the case here?

Also, have you changed the setup of GB? They are no longer part of the EU. Maybe that is part of your problem.

Best regards,

Ludwig