Set up optional tax settings for stores (Retail essentials)

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to specify optional sales tax settings for stores. After you set up sales taxes for retail stores, you can specify several additional, optional settings. For example, you can assign sales tax groups to stores, specify inclusive taxes or exclusive taxes, and set up sales tax overrides.

1. Click Retail essentials > Channels > Retail stores.

2. Open the store that you want to set up tax options for. Alternatively, in the Retail stores list, on the Action Pane, on the Store tab, click Retail store to create a new store.

3. In the Stores form, on the General FastTab, under Sales tax, specify values for any of the following fields that apply to the selected store:

   • Tax identification number (TIN) – Enter the store's TIN.

     Note

     To print the TIN on receipts, enable the Tax Identification Number element in the Header of the receipt in the Receipt format designer form. For more information, see Set up receipt profiles (Retail essentials).

   • Sales tax group – For more information, see Assign sales tax groups to stores (Retail essentials).

   • Prices include sales tax – For more information, see Specify inclusive or exclusive tax (Retail essentials).

   • Use destination-based tax – Select this check box to use the tax that is associated with the customer's shipping address in tax calculations, instead of the store's sales tax group.

   • Use customer-based taxes – Select this check box to use the customer's sales tax group in tax calculations, instead of the store's sales tax group.

   • Sales tax override group – Select the sales tax override group that can be used during a transaction.

See also

Setting up taxes (Retail essentials)