TaxRateCentral Setup Card

The TaxRateCentral Setup Card holds the TaxRateCentral settings for the current company. Open it from the TaxRateCentral Setup action on the Business Manager role center, or search for TaxRateCentral Setup Card in Tell Me.

General

Field	What it does
Enabled	Turns TaxRateCentral on for the current company. When it is off, the app does not assign tax area codes and the job queue update does not run
Tax Type	The Tax Type that the app gives to the tax details it creates. The values are Sales and Use Tax, Excise Tax, Sales Tax Only, and Use Tax Only

Accounts

The app copies these G/L accounts to each tax jurisdiction that it creates.

Field	What it does
Tax Account (Sales)	The sales tax account for the new tax jurisdictions
Tax Account (Purchases)	The purchase tax account for the new tax jurisdictions
Reverse Charge (Purchases)	The reverse charge account for the new tax jurisdictions

Note. Fill in Tax Account (Sales) and Tax Account (Purchases) before you load states, load post codes, or process rates. These actions stop with an error when an account is empty.

Options

These options control the automatic assignment of the tax area code. See Tax area assignment for the full rules.

Field	What it does
Update on Customer Event	Assigns the Tax Area Code on a customer when you change the post code, or select a post code or city with the lookup
Update on Ship-to Address	Assigns the Tax Area Code on a ship-to address when you change the post code, or select a post code or city with the lookup
Update on Sales Document	Assigns the Tax Area Code on a sales document when you change the Ship-to Post Code
Update on Service Document	Assigns the Tax Area Code on a service document when you change the Ship-to Post Code
Use Primary Record	When more than one tax area matches the post code, the app uses the tax area that has Primary Record on
Update Tax Liable	Clears Tax Liable on a sales or service document when the customer has a valid tax exempt certificate for the ship-to state
Prompt Update Tax Liable	Asks you before the app changes Tax Liable on a document. You must turn on Update Tax Liable first

If you turn off Update Tax Liable, the app also turns off Prompt Update Tax Liable. See Tax exempt certificates for when the app does the check.

Note. Make sure that the assigned Tax Area Code and the Tax Liable value are correct for each customer. The app selects values from the post code, the city, and the certificates.

Service Options

The EndPoint URL, API Key, and Timeout fields connect the app to the TaxRateCentral service. See Service connection.

Actions

Action	Opens
States	The States page
Post Codes	The Post Codes page
Tax Groups	The Tax Groups page
Tax Areas	The Tax Areas list
Tax Jurisdiction	The Tax Jurisdictions list

Process

Action	What it does
Create JobQueue Entry	Creates the job queue entry for the monthly rate update. The action shows only when the entry does not exist. See Job queue

Figure: the TaxRateCentral Setup Card for a configured company.

Notices

Applies to: TaxRateCentral version 28.0.x.x for Microsoft Dynamics 365 Business Central

This guide describes the product as of the version shown above. BCAppCo, LLC continually improves its software, and features, screens, field names, and procedures described here may change in later releases without notice. Microsoft Dynamics 365 Business Central is updated independently by Microsoft, which may also affect the appearance or behavior of the product.

This document is provided for informational purposes only. BCAppCo, LLC makes no warranties, express or implied, as to the accuracy or completeness of the information it contains, and assumes no liability for errors or omissions. Nothing in this guide creates a commitment regarding future functionality, release dates, or product direction.

Screenshots are illustrative and may not reflect your configuration.

Microsoft, Microsoft Dynamics 365, and Business Central are trademarks of the Microsoft group of companies.