Announcements
No record found.
We would like to automate invoicing to auto populate numbers in Great Plains on a part number. Some states tax the part number, others do not. When looking at the part number set up, it taxes by customer. How can we inform the GP software that certain states are taxable on that particular part number and others do not tax.
Hi Rita,
You can take a look at the Sales Order Processing tax setup information found under the link to the KB below:
support.microsoft.com/.../how-taxes-are-calculated-in-receivables-management-sales-order-processing-and-invoicing-in-microsoft-dynamics-gp-6af27814-cba7-2a7e-1dc7-9b7f745afab4
If you need further help then I would recommend that you open a support case so that an engineer can assist you further.
Thanks,
Rita, I am in agreement with Shannon on this one - it is a complicated issue and the solution involves a fair amount of setup.
From the article indicated by Shannon, I think this is a key piece:
For inventoried items, taxes will be calculated based on the similar tax details that are found by Microsoft Dynamics GP when comparing the line item's Ship To Tax schedule ID and the line item's Item Tax Schedule. The line item's Ship To Tax schedule ID will default from the tax schedule that is assigned to the Ship To address of the customer. To view this, click Cards, point to Sales, point to Customer, and then click the Ship To link. The line item's Item Tax Schedule defaults from the tax schedule that is selected in the Tax Schedule ID field under the Sales Tax Option field of the Item Maintenance window.
The solution to your tax question is dependent on the level of complexity you have built into your Tax Schedules and Tax Details. Someone once described the tax calculation as a three sided matrix
Customer - Item - Company
Each have tax schedules ( a collection of ) tax details.
Remember when figuring out tax - that 0% is a valid tax amount and can be useful when looking at how one state / jurisdiction attaches tax to a specific item.
Hope this helps a bit.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Stars!
Thanks to all of our 2025 Community Spotlight stars!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
André Arnaud de Cal... 529 Super User 2026 Season 1
Giorgio Bonacorsi 470
Adis 270 Super User 2026 Season 1
