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Sales Tax by Location not by Customer

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Posted on by Community Member Microsoft Employee

I am needing to get more information to see if we have our sales tax set up incorrectly in Dynamics 2011. We currently maintain tax ID's through Tax Maintenance, and then select a default for individual customers on their Customer Maintenance screen in Accounts Receivable. The problem that I see is that this makes it to where the tax ID follows the customer, not the location. For example, if I set up a customer to have a default tax code of "Taxable, Hale County" then it does not matter if I am shipping the items out of Hale County or not, it will still pull tax for Hale County. I need to have the tax pull based on the shipping location, not based solely on the customer default and I am not sure how to do that. It will not let me change the default while I am in a shipper ticket either. Help, please! Thank you!

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Mark E 6,405 on at

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RE: Sales Tax by Location not by Customer

In the Customer Maintenance, Defaults tab, make sure you have the Tax Default From field set to "Address" instead of Customer. This will use the TaxID of the Shipping Address as the default TaxID. Check the Help Menu for details.

Also, you cannot change the Tax info directly in a Shipper. Best you can do is change the ShipToID, and make sure the right TaxID(s) are linked to the ShipToID.