Skip to main content

Notifications

Microsoft Dynamics RMS (Archived)

How can I set a customer taxes different than the default item taxes?

Posted on by 3,252

Our default sales taxes is 13% a customer walks in showing that is exempted from 13% taxes but he have to pay 5% sales taxes.

*This post is locked for comments

  • Ryan Sakry Profile Picture
    Ryan Sakry 3,425 on at
    Re: How can I set a customer taxes different than the default item taxes?

    Gilbert,

    You may want to consider setting up destination based taxes.  This will allow you to configure a specific tax per-customer vs per-item.  RMS will allow you to define a default or "Walk-up" tax to charge all customers for, but then will allow you to pick a field in a customer record, and will then use the tax that matches that field, when a customer is selected.  So if you choose Custom Text 5 and put in "5% Tax" on customer 1234, then create a new tax with the title "5% Tax".  When you set customer 1234 for a transaction, RMS will use the proper tax.

    This is a quick overview, and may not fully solve your problems.  If you need more information, check out the help guide for RMS Manager and navigate to Manager Program -> Reference -> File Menu -> Configuration options -> Sales Tax tab".  You can always give your RMS reseller or our support team at RITE a call for more information as well!

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.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,316 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans