Add Data Fields in Tax Configurations for Dynamics 365 Finance

This article explains how to customise tax configurations in Dynamics 365 Finance by adding data fields using the tax integration extension framework. The process involves three stages: customising the tax data model, customising the tax configuration, and implementing the changes as a tax feature.

1. Customise the Tax Data Model

1. In Dynamics 365 Finance, go to Electronic Reporting > Tax configurations.
2. In the configuration tree, select Tax Calculation Data Model, then on the Action Pane select Create configuration.
3. In the drop-down dialogue, select Taxable document model derived from Name: Tax Calculation Data Model, Microsoft, enter a name for the new tax data model, and select Create configuration.
4. Select the newly created tax data model and on the Action Pane select Designer.
5. Expand the data model tree, select Lines, then select New.
6. In the Create node dialogue, enter a name, specify the item type, and select Add.
7. Add any required columns.
8. On the Action Pane, select Save, then select Complete.
9. Close the page and view the completed version of your tax data model.

Note: If there is no configuration provider available, create one and make it active for your tax configuration. See Create configuration providers and mark them as active for details.

2. Customise the Tax Configuration

1. In Finance, go to Electronic reporting > Tax configurations.
2. In the configuration tree, select Tax Calculation Configuration, then on the Action Pane select Create configuration.
3. In the drop-down dialogue, select Tax service configuration derived from Name: Tax Calculation Configuration, Microsoft, enter a name for the new tax configuration, and select Create configuration.
4. Select the newly created tax configuration and on the Action Pane select Designer.
5. In the Properties section, in the Data model field, select the customised tax data model created in step 1.
6. In the Data model version field, select the completed version of the tax data model.
7. Select Add and add the required tax measures.
8. On the Action Pane, select Save, then select Complete.
9. Close the page and view the completed version of your tax configuration.

3. Implement Tax Features in the Customised Tax Configuration

1. In Finance, go to Globalization Features > Tax.
2. Select Add, enter information about the new feature, and select Create feature.
3. On the Versions tab, select the feature, then select Edit.
4. On the General tab, in the Configuration version field, select the customised tax configuration and version.
5. In the Manage columns dialogue, select the header and line columns you want to include in your customised tax measure, then select the right arrow button to add them to the Selected columns list.

Source: Add data fields in tax configurations – Microsoft Learn