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Add data fields in tax configurations

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This article explains how to customize tax configurations by using data fields that are added in the tax integration.

Customize the tax data model

  1. In Microsoft Dynamics 365 Finance, go to Electronic Reporting > Tax configurations.
  2. In the configuration tree, select Tax Calculation Data Model. Then, on the Action Pane, select Create configuration.

Note

If there is no configuration provider available, create one and make it active for your tax configuration. For more information, see Create configuration providers and mark them as active.

  1. In the drop-down dialog box, select Taxable document model derived from Name: Tax Calculation Data Model, Microsoft, enter a name for the new tax data model, and then select Create configuration.
  2. Select the tax data model that you just created, and then, on the Action Pane, select Designer.
  3. Expand the data model tree, select Lines, and then select New.
  4. In the Create node dialog box, enter a name, specify the item type, and then select Add.
  5. Add any required columns.
  6. On the Action Pane, select Save, and then select Complete.
  7. Close the page, and view the completed version of your tax data model.

Customize the tax configuration

  1. In Finance, go to Electronic reporting > Tax configurations.
  2. In the configuration tree, select Tax Calculation Configuration. Then, on the Action Pane, select Create configuration.
  3. In the drop-down dialog box, select Tax service configuration derived from Name: Tax Calculation Configuration, Microsoft, enter a name for the new tax configuration, and then select Create configuration.
  4. Select the tax configuration that you just created, and then, on the Action Pane, select Designer.
  5. In the Properties section, in the Data model field, select the customized tax data model that you created earlier.
  6. In the Data model version field, select the completed version of the tax data model.
  7. Select Add, and add the required tax measures.
  8. On the Action Pane, select Save, and then select Complete.
  9. Close the page, and view the completed version of your tax configuration.

Implement tax features in the customized tax configuration

  1. In Regulatory Configuration Service (RCS), go to Globalization Features > Tax.
  2. Select Add, enter information about the new feature, and then select Create feature.
  3. On the Versions tab, select the feature, and then select Edit.
  4. On the General tab, in the Configuration version field, select the customized tax configuration and version.
  5. In the Manage columns dialog box, select the header and line columns that you want to include in your customized tax measure, and then select the right arrow button to add them to the Selected columns list.