Work 365

Tax Countries

138 views October 8, 2019 March 2, 2020 0

Tax Countries

Taxation depends heavily on the Country listed on the Tax Service and the Country defined on the CRM address. Work 365 has active Countries globally which is available through Dynamics. If the Country on the CRM address where the Country or the Country Code does not match the Tax Country, the system will prevent the invoice from generating by throwing an error message. Unless the ‘Apply Tax to overseas transactions’ is turned on in the Tax Service form.

In order to autogenerate tax invoices make sure the correct tax invoice template is active with appropriate tax service & rates selected at each Billing Contract. Make sure the billing addresses are filled in with complete information separately as per fields on the account form like State, City, Zip Code etc. If the billing address field has some missing data, the taxes and tax invoice mapping will fail resulting in error & invoices won’t get auto-generated.

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