Set up a tax registration type

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Many countries and regions have different regulations and requirements for recording tax registration numbers. Use this procedure to manage tax registration numbers for these parties: customers, vendors, and legal entities.

Before you can set up tax registration numbers, you must set up tax registration types for the different types of taxes that each party is subject to.

  1. Click General ledger > Setup > Sales tax > External > Tax registration types. Click New.

  2. In the Enter tax registration type details form, type a name and description.

  3. In the Country/region field, select a country or region.

  4. In the Restricted to field, if the registration type applies only to a person or an organization, select Person or Organization. Otherwise, select None.

  5. Select the Unique check box if the registration number for the registration type must be unique.

  6. Select the Can be updated check box if the registration number for the registration type can be updated after it has been specified.

  7. Click Create.

  8. On the Applicable countries/regions, uses, and validation rules FastTab, click Add.

  9. In the Country/region field, select a country/region.

  10. In the Tax authority field, select a tax authority.

  11. In the Format field, specify a format for the tax registration number.

  12. To add additional countries/regions, tax authorities, or validation rules to the tax registration type, click Add.