Mapping Tax Codes (Dynamics SL)

In order to allow for the proper calculation of tax in both Manage and Dynamics SL, you need to map the Tax Code you have set up in Manage to the tax code you have set up in Dynamics SL. 

The “Tax Code” field of the System > Setup Tables > Tax Codes screen in Manage should be consistent with the “Tax Code Xref” field of each level of the Manage Tax. 

The “Agency Xref” field for each level of the Manage Tax must map to a Tax Maintenance record “Tax ID” field in Dynamics SL using the Shared Information > Tax Maintenance screen. Note: The Manage tax rate is a decimal value while the Dynamics SL tax rate is a percentage; so, a tax rate of .01 in Manage is equal to a tax rate of 1 in Dynamics SL. You must also specify the Tax Payable account associated with each level of the Manage tax on the Dynamics SL Tax Maintenance “Sales Accounts” and “Purchasing Accounts” tabs.

After all the Manage Tax Agency Xref levels have been created in Dynamics SL as Taxes, a Tax Group must be created, even if you only use 1 level of tax for your Manage tax. The Manage “Tax Code” value must be consistent with the “Group ID” field on the Shared Modules > Tax Group Maintenance screen. Add each previously created Tax to the new Tax Group to complete your tax mapping.

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