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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Assign tax schedules o...
Small and medium business | Business Central, N...
Suggested Answer

Assign tax schedules on a per item basis:

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Posted on by Retail Management Hero 5

Can anyone explain in detail how to use option "Assign tax schedules on a per item basis: " ?

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  • Kevin Antosh Profile Picture
    Kevin Antosh 1,649 on at

    Hi!  Are you asking about RMS or RMH?  I'm having trouble finding that option in RMS version 2.02.

  • Retail Management Hero Profile Picture
    Retail Management Hero 5 on at

    Hi ,

    I am asking RMS option. Please refer attached screen.

    Sales-Tax-Tab.png

    Thank You,

    Aditi

  • Kevin Antosh Profile Picture
    Kevin Antosh 1,649 on at

    Ah, OK - thanks!  The help screen has some information on the settings as does the printed manuals for RMS. If no one else responds to this post you can always contact your Microsoft Dynamics RMS Partner/VAR/Reseller for assistance. If you do not have an assigned partner, RITE has 8 RMS support techs that can be reached at 888-267-7483.

  • Retail Management Hero Profile Picture
    Retail Management Hero 5 on at

    This 2 line help is not useful from RMS Help,

    Assign tax schedules on a per item basis: Store Operations applies the tax schedule that is assigned to the particular item. Select this option if you do not have a Web store or will not sell through catalog/mail order.

    I cannot see any UI to create or set Tax schedule in RMS Store Manager or RMS HQ Manager?

    Can some one please provide me detailed explanation for this option?

    If I set this configuration, how it will be applied at RMS POS?

  • Suggested answer
    RMS Wizard Profile Picture
    RMS Wizard 1,205 on at

    It would help to know what your tax requirements are.
    For example, let's say you are in USA where your state tax is 5% and a local tax is 1%.
    Run Store Operations Manager, Database, Sales Taxes and define the two state and local tax entries.
    Next select Database, Item Taxes and define a single entry called Sales Tax comprised of those two sales taxes (5+1=6%).
    If most items are taxable go to File, Configuration, Sales Tax and select tax by item with default tax group set to the item tax entry you defined. When you create new items the sales tax will default to your selection. Otherwise you can assign the appropriate tax entry during item creation.

    Tax by customer account is more complex and assumes you will ship products to customers with different tax rates to be applied such as by state, city or zip code.

  • Retail Management Hero Profile Picture
    Retail Management Hero 5 on at

    I have RMS v2.0.2022.  On this version option "Assign tax schedules on a per Item basis", not works as explained above.

    I have Taxable=1 and TaxID=0 in Item table, when these Items scanned at RMSPOS v2.0.2022, the POS does not apply default tax group set to the File, Configuration, Sales Tax Tab > Assign tax schedules on a per item basis:

    My requirement is to set different tax group across different store for same Item Lookup code.

  • Suggested answer
    RMS Wizard Profile Picture
    RMS Wizard 1,205 on at

    The default item tax group in Store Operations Manager has no effect on POS operations. This setting only controls item tax assignment when creating new items in Store Operations POS or Manager.
    If running HQ new items are created in HQ Manager, not the stores. You must define the required tax tables in HQ, distribute the tax entries to stores, and make sure to assign each store location's proper item tax when creating items in HQ.
    If item tax is not currently assigned correctly at the store you can run Store Operations Manager at the store, select Wizards, Inventory Wizard, Task 170 to correct the items at the store. Afterwards restart POS.
    Or create WS 320 at HQ, distribute tax changes to store,and re-launch POS after the 401 connection has completed.
    In the future make sure new items in HQ are correctly assigned their location tax before distributing items to stores.


     

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