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TaxRateCentral — User Guide

TaxRateCentral maintains US sales tax rates in Microsoft Dynamics 365 Business Central. The TaxRateCentral service supplies the state, county, city, and special district rates for each post code. The app uses those rates to create the Business Central tax areas, tax jurisdictions, and tax details. It assigns a tax area code to customers, ship-to addresses, and sales and service documents from the post code. It also stores the tax exempt certificates of your customers by state.

Platform: Business Central 28 (Runtime 16.0) · Target: Cloud (Online) · Publisher: BCAppCo

TaxRateCentral extends the standard Business Central sales tax features. It does not replace them. Business Central calculates and posts the sales tax with its standard engine.

This guide takes a new user from installation to a first automatic tax area assignment. It then documents each functional area.

Getting started (read in order)

Complete the Setup pages in sequence. These pages take you from a clean install to processed tax rates and a first tax area code on a customer.

1 · Setup

# Page What it covers
1 Installation Install from AppSource. Allow the extension to call the TaxRateCentral service
2 Demo data The sample configuration that the app offers in a sandbox
3 TaxRateCentral Setup Card The company settings: tax type, G/L accounts, and the automatic update options
4 Service connection The endpoint URL, the API key, and the timeout
5 Permissions & roles The two permission sets and who gets which
6 Implementation checklist The steps from a clean install to processed rates, in order

Usage reference

One page for each functional area.

Page What it covers
States and rate updates Load the states, mark the states you collect tax in, and process the rates
Post codes Load the post codes and the county and post office data
Tax groups Taxability for each tax group, and overrides for each state
Tax areas and jurisdictions What processing creates: tax areas, tax jurisdictions, tax details, and reporting codes
Tax area assignment How the app assigns a tax area code to customers, ship-to addresses, and documents
Tax exempt certificates Store certificates by state, and how they change Tax Liable
Job queue Schedule the monthly rate update
Reports The Customer Certificates report and the sales taxes collected report

Support