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Submitted by Gwendolynn Massie on 7 March 2018

Dynamics NAV Coffee Break: Tax Exempt Setups Made EasyHow To Setup Tax Exempts Status Easily in Dynamics NAV

Does this sound familiar…you have a client that receives a particular product or service that is taxable in one state, and another client that receives the same product (or service) in a different state that does not tax that particular service or product? Just thinking about it can be taxing. However, there is a way to make tax-exempt status setups easy in Dynamics NAV that will allow you to have all this information flow through so you are not checking and unchecking tax flags. While it sounds complicated, it doesn’t have to be, and once it is set up properly, all the information should flow through seamlessly.


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