Customer Order Tax Details

When a customer order is created through the POS, the NA localization records a detailed breakdown of the sales tax applied, broken down by tax jurisdiction and tax group. You can view this breakdown directly on the customer order.

What the Feature Shows

The Order Line Tax Details part displays one row per jurisdiction and tax group combination applied to the order. For each row you can see:

Column Description
Tax Jurisdiction The taxing authority (for example, state, county, or city)
Tax Jurisdiction Description The full name of the jurisdiction (looked up automatically)
Tax Group Code The product category used for tax calculation
Tax Rate The applicable tax rate as a percentage
Tax Amount The calculated tax amount for this jurisdiction/group combination
Positive Indicates whether this is a sale (true) or a return (false)

How Tax Details Are Populated

Tax detail records are derived from the Trans. SalesTax Entry table. When a POS transaction linked to a customer order is posted, Business Central creates one SalesTax Entry per jurisdiction and tax group. The Customer Order Tax Details feature reads those entries and presents them in a readable format on the order.

The data flow is:

POS transaction (with Tax Area Code + Tax Group Code per line)
  -> Posted -> Trans. SalesTax Entry records created
     -> Customer Order Tax Details reads and displays these entries

View Tax Details on a Customer Order

  1. Click the icon, enter Customer Orders and open an order.
  2. Locate the Order Line Tax Details FastTab or part.
  3. The tax breakdown is displayed automatically; no manual action is required.

Note: The tax details are read-only. They reflect the tax calculated at the time of the POS transaction. To change the tax, the transaction must be corrected at the POS.

Multi-Jurisdiction Example

A customer order placed in Atlanta, GA, might show:

Tax Jurisdiction Tax Group Rate Tax Amount Positive
Georgia State Taxable 4.00% 6.00 Yes
Fulton County Taxable 1.00% 1.50 Yes
Atlanta City Taxable 1.50% 2.25 Yes
Georgia State Food 0.00% 0.00 Yes

Prerequisites

  • Sales tax must be configured for the store: Tax Area Code (LSCNA) and Tax Liable (LSCNA) must be set on the Store Card.
  • Tax Jurisdictions, Tax Areas, and Tax Groups must be set up in Business Central.
  • The customer order must have been created through a POS transaction (not manually in the back office).

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