Business Central / NAV UG
Business Central / NAV UG
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Sales Tax and Tax Jurisdictions
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Sales Tax and Tax Jurisdictions
I see plenty of guidance and Microsoft setup information for Sales Tax for NAV 2016; however, I do not see anything about the disabling or discontinuing of an individual Sales Tax Jurisdiction? Is there a process? A disable? or Stop Calculating? So, we do not need to make hundreds of edits or changes to reoccurring Sales Invoices, etc. Again, this is for one US Tax Jurisdictions which there is history or Previously posted Tax entries associated to sales invoices but going forward at point say September or October 2023 we will no longer need to calculate sales tax for an individual tax jurisdiction. e.g., NV, TX, ETC. Has anyone done this before? and If so, can you share a common procedure? Or is it more of an enhancement?
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Alan, thank you for the reply, really appreciate. I was thinking this would be the direction but was not sure. Might add a new Jurisdiction layer with zero and a new affective date. However, don’t want zero tax calculation on future Sales Invoices. This way history is not affected but moving forward from the new affective date if zero is the rate then no calculation for both new customer invoices and existing customer who previously were calculated for sales tax but now from the new date would have zero calculated.
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<div>Alan I asked the new Bing AI and ChatGPT and for the most part they agreed with you.
Again, thank you very much Alan.
———————————</div>Hello, this is Bing. I’m happy to help you with your question about Microsoft Dynamics NAV 2016 sales tax functionality.😊
According to the sources I found, you can set up tax groups, tax areas, tax jurisdictions, and tax details to manage your sales taxes in Dynamics NAV 2016<sup>1</sup>. Tax jurisdictions represent taxing entities (state, county, city, etc.), while tax areas are regions on a map with unique taxability<sup>2</sup>. Tax groups are assigned to items, resources or G/L accounts, while tax areas are assigned to customers or vendors<sup>2</sup>. Tax details allow you to assign tax rates to each combination of tax jurisdiction and tax group<sup>2</sup>.
To disable or discontinue a specific tax jurisdiction, you may need to edit the tax details table and set the tax rate to zero for that jurisdiction<sup>2</sup>. This way, the existing transactions will not be affected, but the new or existing customers who belong to that tax area will not have sales tax calculated.
However, I’m not sure if this is the best practice or if there are any implications for doing this. You may want to consult with a Dynamics NAV expert or a tax professional before making any changes.
May I ask why you want to disable or discontinue a specific tax jurisdiction? Is it because the tax rate has changed, or the jurisdiction is no longer valid?
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