Sales Tax on Customer order account

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Posted on by VENKAT6452

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Hi there

Regarding Sales Tax calculation using Sales Tax group on Customer account. I have below scenario

1. Customer A having different invoice account Customer B.

2. Customer A and B having different Sales tax groups.

3. When trying to invoice customer A, I am getting the Sales Tax calculation from Customer B Sales tax group.

4. Is there any way can we get Sales Tax calculation (using step1) using Sales Tax group from Customer A when invoicing instead of Sales Tax group from Customer B?

Please let me know.

Regards

Venkat

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VENKAT6452 287 on at

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RE: Sales Tax on Customer order account

Thanks Jonathan. I don't want manual intervention to amend the Tax group on the SO.
Jonathan D Struble 128 on at

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RE: Sales Tax on Customer order account

By 'Invoice Account', do you mean 'Invoice Account', and by 'Order Account', do you mean 'Customer Account' as shown below? Would it be possible to add 'Sales Tax Group' to the SOP page and have staff change this as is appropriate?
VENKAT6452 287 on at

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RE: Sales Tax on Customer order account

Hi Jonathan, Matching Sales Tax group and Item Sales Tax group is working fine. Standard D365 uses Invoice client for Tax not Order client. I want solution where Order client can be used for Tax instead of Invoice client.

Thanks
Jonathan D Struble 128 on at

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RE: Sales Tax on Customer order account

Did you compare the Sales Tax Codes in each Sales Tax Group, and then compare them to the Sales Tax Codes in the Item Sales Tax Group?

The calculated sales tax is based on matches of Sales Tax Codes found in the Sales Tax Group and Item Sales Tax Group for the specific invoice.