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Is there a table that holds TaxGroup, ItemTaxGroup AND TaxCode?

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Good afternoon guys and girls

Sales Lines contain two values, the TaxGroup (that reflect the Address To and From TAX Obligations), and an ItemTaxGroup that reflects the tax obligations associated with a specific product. These two things together give the complete Tax Code.

HOWEVER, I can't find a table that actually says TaxGroup = A, ItemTaxGroup=1, TaxCode=A-1

The only place that seems to happen is when a transaction is posted, (Sales Confirm, Purchase Order Confirmation, or Invoice Generation). I am therefore unable to validate the tax codes on Pro-forma documents.

TaxGroupData holds the Completed Tax Code against TaxGroup (1:M)
SalesLine holds the TaxGroup AND the TaxItemGroup, but not the concatenated TaxCode

Can anyone help?

Thanks in advance

Neil

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André Arnaud de Cal... 301,053 Super User 2025 Season 2 on at

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Hi Neil,

I do assume you are using Dynamics 365 Finance and Operations. I will move your question to the correct forum.

The combination of TaxGroup and TaxItemGroup can give more than one Tax code to be considered for the Tax calculation. When you open the sales totals form from the order or he equivalent on the purchase orders, it will do the calculation. Also when posting the documents.

In the standard application, you can select the option to print a pro-forma. In that case, it is also calculating the details. Can you tell what exactly you are trying to achieve and of you made some customizations already?

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Ludwig Reinhard Microsoft Employee on at

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Hello Neil,

Can you elaborate what kind of validation you are looking for and why?

What might help are the standard forms that you can access from the sales tax code form:

There you will find menu items for 'included in item sales tax group' and 'included in sales tax group'

Best regards,

Ludwig

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Community Member on at

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Good morning Ludwig Reinhard / Andre Arnaud de Calavon

Thank you both for your replies. Essentially, I am working on Output documents (Namely Proforma Sales Confirmations and Proforma Invoice. On those documents, I want to display Tax Code, the Tax Code Name, and the Tax Value (the % rate from the TaxData table).

Regards
Neil

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Ludwig Reinhard Microsoft Employee on at

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Hi Neil,

I see.

The standard proforma invoice document holds the tax information. You can simply test that by generating an invoice and just print the proforma document without posting it.

The same applies for the sales order confirmation, which also shows the tax information out of the box.

I checked things in the MS contoso environments and things worked fine there.

Would be great if you could double check it in your environment.

Best regards,

Ludwig

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Community Member on at

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Hi Ludwig,

Thanks for your reply. My issue isn't with generating a proforma invoice. Tax is correctly calculated on Pro-formas, however there doesn't seem to be anyway to expose the 3x pieces of information that I require to add on to my document

- Tax Code

- Tax Code Name

- Tax Value

As on a normal "full" invoice, this information can be obtained from the TaxTrans table, as posting an invoice (as does confirming a sales order) posts a Tax Transaction which contains the TaxCode for the line. From here, we can lookup the TaxCode name in the TaxTable, and the TaxValue (rate) from the TaxData table.

When you perform a Pro-forma print (of invoice or sales confirmation), it calculates the correct amount of tax per line, however, it doesn't actually store the tax code used to calculate said line against the line (on any table that I can find).

As mentioned, unlike a posted invoice, when I can get from invoice line, to tax transaction to tax code to tax name / value.

All the data that is in the system is calculating right, this is purely about exposing these 3 additional fields to a document.

P.S I am using Lasernet and doing direct table querying, and XPATH / XML, which means I can get any data that exists in any table (as long as it is referencable).

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Hossein.K 6,648 on at

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Hi,

ItemTaxGroup store in TaxItemGroupHeading table

and TaxGroup store in TaxGroupData table

and TaxCode store in TaxTable table

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Hi Hossein.K

Thanks for your reply. I know where these are all stored individually. However what I need is to be able to get the VAT code that was used on a sales / invoice line, when it isn't posted the the TaxTrans table, however I can't find a source that says TaxGroup = ABC, TaxItemGroup= 987 THEREFORE TaxCode=ABC-987.

TaxItemGroupHeading only really shows you the TaxItemGroup and its Description (Name)
TaxGroupData shows you the Many-to-One relationships between TaxGroup and TaxCode
and TaxTable shows the One-to-One relationship between TaxCode and its description(TaxName)

I know manually, I can simply concatenate TaxGroup,"-",ItemTaxGroup to be the TaxCode. However, I can't query that, then go back, and use that concatenated value in the criteria of a search

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Hossein.K 6,648 on at

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Hi,

When you create sales order nd set the vat in header , this code store in sales table. thus with below code you can fetch it;

Select TaxGroup SalesTable;

And also as I said before, with relation of 3 table which I said , you can find other your need.

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André Arnaud de Cal... 301,053 Super User 2025 Season 2 on at

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Hi Neil,

The data provider for the sales order invoice contains logic to display tax data; even for pro-forma invoices. You can have a look at the class SalesInvoiceDP how Microsoft is gathering the information in the standard.

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Thanks for your reply again Hossein.

I can not see this. On the Sales table, you can see the TaxGroup (not the TaxCode).

And on the Sales Line, I can see both the TaxGroup and the TaxItemGroup (which if you combined them, would give you the TaxCode, but in itsself, is not the TaxCode

The tables that do populate a TaxCode, such as TaxTrans and SalesInvoiceTmp don't populate the TaxCode on Proformas. Unless there is a setting somewhere to make it do this.

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