Integrated tax

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. For more information, see Power Automate Blog.
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. For more information, see Terminology updates.

This topic will be updated soon to reflect the latest terminology.

Tax setup data defines the setup for both indirect taxes (VAT, GST, Sales tax) and withholding tax. It describes the tax calculation rule, tax rate, tax accounting, settlement, and other concepts.

Templates

Tax data includes a collection of entity maps that work together during data interaction, as shown in the following table.

Finance and Operations apps Model-driven apps in Dynamics 365 Description
Item sales tax group msdyn_taxitemgroups
Sales tax authorities msdyn_taxauthorities
Sales tax exempt code entity CDS msdyn_taxexemptcodes
Sales tax groups msdyn_taxgroups
Sales tax ledger posting groups V2 msdyn_taxpostinggroups
Withholding tax codes msdyn_withholdingtaxcodes
Withholding tax groups msdyn_withholdingtaxgroups

Mapping tables

Mapping types

There are several different mapping types. The following table explains the symbols used in the template tables.

Symbol Description
> One-way
>> One-way, and data is transformed in the process.
= Bidirectional
>< Bidirectional, and data is transformed in the process.
<< One-way, and data is transformed in the process.

Filters

The source filter and reverse source filter determine which rows are synchronized.

Default values

If a synchronized field does not exist in either the Finance and Operations table or the other Dynamics 365 table, then a default value is assigned in the synchronized table. In some cases, the default value is an integer that is a lookup to an attribute value in the Common Data Model. For example, in the Contacts table of the Common Data Model, the default value of address1_addresstypecode is 3. In the Common Data Model, for address1AddressTypeCode the value of 3 is Primary address.

Item sales tax group to msdyn_taxitemgroups

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Customer engagement field Default value
TAXITEMGROUP = msdyn_name
NAME = msdyn_description

Sales tax authorities to msdyn_taxauthorities

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Customer engagement field Default value
TAXAUTHORITYCODE = msdyn_taxauthoritycode
TAXAUTHORITYIDENTIFICATION = msdyn_taxauthorityidentificator
DESCRIPTION = msdyn_description
REPORTLAYOUT >< msdyn_taxreportlayout
ROUNDOFFTYPE >< msdyn_roundofftype
ROUNDOFF = msdyn_roundoff
EMAIL = msdyn_email
PHONE = msdyn_phone
URL = msdyn_url

Sales tax exempt code entity CDS to msdyn_taxexemptcodes

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Customer engagement field Default value
NAME = msdyn_name
DESCRIPTION = msdyn_description

Sales tax groups to msdyn_taxgroups

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Customer engagement field Default value
TAXGROUPCODE = msdyn_name
DESCRIPTION = msdyn_description

Sales tax ledger posting groups V2 to msdyn_taxpostinggroups

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Customer engagement field Default value
TAXPOSTINGGROUPCODE = msdyn_name
DESCRIPTION = msdyn_description

Withholding tax codes to msdyn_withholdingtaxcodes

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Customer engagement field Default value
WITHHOLDINGCODE = msdyn_name
WITHHOLDINGTAXNAME = msdyn_description
WITHHOLDINGTAXROUNDOFF = msdyn_roundoff
WITHHOLDINGTAXROUNDOFFTYPE >< msdyn_roundofftype
CURRENCYCODEID = msdyn_currency.isocurrencycode
WITHHOLDINGTAXBASE >< msdyn_taxableamountorigin

Withholding tax groups to msdyn_withholdingtaxgroups

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations field Map type Customer engagement field Default value
WITHHOLDINGTAXGROUPCODE = msdyn_name
DESCRIPTION = msdyn_description