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Why do the original SO hit tax rate 2.75% while the credit hit 3% tax rate?

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Posted on by CU22041415-0

Hi all,

I displayed the original SO and the credit SO's delivery addresses side-by-side below. If both SO's delivery addresses are the same, it should pick up the same tax code, correct? In this case, it did not. In the original SO, it hit 2.75% while the credit which is the SO with negative quantity, hit 3%. Where should I look? I did not see sales tax codes nor sales tax authorities in D365. Do sales tax codes live in Vertex or D365? Thanks so much!

In the Sales tax code, I did not see any rate in 365:

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Dynamics 365 Finance

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Syed Haris Shah 1,833 Super User 2026 Season 2 on at

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Hi @CU22041415-0,

It appears the discrepancy is due to Vertex determining a different tax jurisdiction (Fulton County on the original SO vs. Clayton County on the Credit SO). I recommend verifying the address formatting on both orders, checking whether the delivery address/jurisdiction has changed since the original SO was created, and comparing the Vertex request/response logs for both transactions.

Regards,

Syed Haris Shah

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vishalsahijwani 351 on at

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Hi ,

It would be better if you try to replicate the same scenario in another D365 F&O environment not using vertex and see if you still see the difference in Tax rates. I am sure you won't because the discrepancy is because of the Vertex tax calculation Engine.

It would be better if you check with Vertex support team to find the root cause of this issue I am sure reaching out to them will help you solve this issue in a faster manner.

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CU22041415-0 on at

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Thanks Syed and Vishal for your response.

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André Arnaud de Cal... 306,719 Super User 2026 Season 2 on at

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Hi, You seem to be happy with the replies from Syed and Vishal. Can you provide us with an status update, please? Is your question answered or do you need more help from the community?

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