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Supply chain | Supply Chain Management, Commerce
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US New York Tax Calculation - Create sperate transaction lines for each item QTY 1

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Hello Experts,

we are currently trying to configure sales tax for New York in D365.

The taxation rules there state that if an item is below 110$ there is 0% tax. If the item price is above 110$ you have to pay 8,875% tax.

We currently have the tax configured as the following:

Origin: Percentage of net amount

Marginal base: net amount per line

Calculation method: whole amount

We are currently using only one sales tax code. 

When we are processing one item per line, the tax setup works as desired. When we are now adding items (lets say 60$ each; so no tax is required). D365 is calculating tax for this transaction, because it is calculating the tax based on the total line amount.

We also saw that there is an option to configure the tax amount per unit, which would solve our problem here i guess. As we have many different units and also do not want to have more than one active tax code, this setup is not possible.

Therefor we think, that splitting the lines in a way that there is always one line per item (qty: 1) would do the job for us, but we do not know how or if that is to be setup.

Could you please tell us how to split those lines, or let us know if there is a maybe even better way to setup our tax issue?

Thank you very much in advance!

  • e_zhu Profile Picture
    e_zhu 42 on at
    RE: US New York Tax Calculation - Create sperate transaction lines for each item QTY 1

    Hi Michael,

    Can you check the Functionality profile, to see if Aggregate products is set to Yes?

    This is used to aggregate the products at the POS.

    If it is set to Yes, in a TEST/DEV environment can you test this to see if it works at the POS.

    You would want to change this to No; and run the 1070 (Channel configuration) job to send this to the store.

    pastedimage1588188318931v1.png

    Hopefully this helps.

    Todd Berger

    Support Escalation Engineer / Microsoft Dynamics 365 Commerce

    North America Customer Services and Support

  • Michael_G. Profile Picture
    Michael_G. on at
    RE: US New York Tax Calculation - Create sperate transaction lines for each item QTY 1

    in Retail POS/call center mainly but also with sales orders

  • Suggested answer
    Ramune Profile Picture
    Ramune on at
    RE: US New York Tax Calculation - Create sperate transaction lines for each item QTY 1

    Hi Michael,

    Do you sell such products in Retail POS/Call center or just creating a regular sales orders with no retail module enabled?

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