Assign a tax exempt number to a customer

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this procedure to assign a tax exempt number, such as a value added tax (VAT) number, to a customer.

1. Click Accounts receivable > Common > Customers > All customers.

2. Double-click a customer account.

3. Click the Invoice and delivery FastTab.

4. Right-click in the Tax exempt number field, and then select View details to open the Tax exempt numbers form.

5. Click New to create a record.

6. In the Tax exempt number field, enter the tax exempt number of the customer. Tax exempt numbers are usually issued by tax authorities.

7. In the Company name field, enter the name of the customer.

8. In the Tax exempt number field in the Customers form, select the tax exempt number.

See also

(GBR) Set up reverse charge VAT

(ITA) Set up tax reporting information for customers and vendors