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I am wondering what the best practice for handling VAT on quotes and invoices is. Is it really the case that there is no standard feature for adding VAT/Tax on your quotes or invoices? I mean, what's the point in creating a quote if you can't even set a standard VAT rate that is applied to products, line items and grand total? Or am I missing something?
Hi Sebastian,
Maybe you can refer following link to calculate it through business rule:
Dynamics CRM – How to Properly Calculate VAT/Tax on Opportunities and Quotes – Sysadmin Central (sysadmin-central.com)
Or: Dynamic VAT automates value added tax calculation in opportunity products, quote products, order products and invoice products.
appsource.microsoft.com/.../dynamicobjectssarl.dynamicvat
Yeah, that's what I already did, creating a business rule. It works on the line items, but doesn't perfectly roll-up on the quote total yet. I need to check this. I also find two entities "Tax Code" and "Tax Code Detail". I'll check whether I can use them instead of hardcoding the tax-rate in the business rule. But still, I'm really surprised there is not out-of-the-box solution. Anyway, I think I could sleep well with the business rule based solution.
You can refer following document for more details about 'Tax Code' and 'Tax Code Detail' fields:
docs.microsoft.com/.../set-up-tax-codes
Hey there! It can definitely be frustrating when you're trying to calculate VAT for your quotes and invoices, but you don't have a standard feature to help you out. From what you're saying, it sounds like you're looking for a way to easily add a standard VAT rate to your products, line items, and grand total in your quotes and invoices.
One approach to this could be to use a spreadsheet or invoicing software that has built-in functionality for calculating VAT based on the applicable tax rates.
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