D365 BC

Sales and Use Tax in Business Central

Are you using the sales and use tax features in Microsoft Dynamics 365 Business Central or NAV? Do you need guidance on how to set yourself up for success? In this training workshop, you will get the training you need to start using all the components of the sales/use tax features in Business Central.

This course is designed for those new to BC/NAV or experienced users who may not have used this function before.

After this class, you will be able to:

- Understand, configure, and set up all aspects of sales and use taxes.
- Create sales orders/invoices and purchase orders/invoices for customers and vendors subject to tax.
- Review month-end reports

  • Intro to Sales and Use Tax
  • Sales Tax in Business Central
  • Four Components of Sales Tax Setup
  • Sales Tax Setup and Configuration
  • Taxable and Non-Taxable Items
  • Tax Areas
  • Tax Groups
  • Example: Sales Order
  • Example Continued: Sales Tax Reports
  • Related Invoice Statistics
  • Example 2: Setting Up Non-Taxable Labor Part 1
  • Example 2: Setting Up Non-Taxable labor Part 2
  • Use Tax in Business Central
  • Use Tax Overview
  • Use Tax in Business Central Part 1
  • Use Tax in Business Central Part 2
  • Overriding Use Tax Defaults
  • Should you be using the Use Tax Functionality?
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever