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Add Tax Percentage

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Posted on by Phvl

Dears,

In Belgium my company has a default of 21% tax on Goods and Services we deliver in Belgium and we do have exceptions when exporting services to other countries.

Now when I make a Quote within an Opportunity, I can only manually add a tax, there is no way to enter a percentage like the 'Discount' field below.

How do other companies work with this, or do you provide quotes without taxes ?

Screenshot-2020_2D00_12_2D00_22-at-10.37.58.png

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Inogic 24,094 on at

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RE: Add Tax Percentage

You can make use of Auto Tax Calculator, a productivity app for Dynamics 365 CRM. Auto Tax Calculator provides users across all industries with an automated approach to tax calculation directly inside Microsoft Dynamics 365. For more information, click here.

Thanks!
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Wahaj Rashid 11,319 on at

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RE: Add Tax Percentage

Hi,

Thank you for your query.

Dynamics 365 CE Quotes do not have Tax Calculation based on percentage.

Either you have to create a custom field for Tax rate and write calculation logic, or use one of the following add-ons:

https://powerobjects.com/addons/take-the-headache-out-of-calculating-sales-tax-with-powersalestax/

http://www.redware.com/mscrm/microsoft-crm-tax-calculation-plugin

Best,

Wahaj

(if it helps, mark it as verified)