Tax Number Formats
Tax number is the unique number that identifies a taxable person (business) or non-taxable legal entity that is registered for tax.
You can ask a customer to enter the tax number when:
- A customer registers in a Sana webshop.
- A customer creates an order as a guest without registration.
- A sales agent creates a prospect.
In Microsoft Dynamics AX, you can set up tax number formats to ensure that a number entered by a customer corresponds to the standard format used in a customer's country. Tax number is validated in a Sana webshop based on the format set in Microsoft Dynamics AX.
Key Benefits
- Ensures accuracy of tax number entries, reducing errors.
- Saves time for both customers and merchants by catching formatting issues early.
- Supports compliance with local tax regulations.
- Improves data quality in Microsoft Dynamics AX, enabling smoother order processing and invoicing.
Country-specific tax number formats enhance customer experience and streamline financial operations for accountants, making tax-related workflows more reliable and efficient.
Set Up Tax Number Format
Step 1: In Microsoft Dynamics AX click: General ledger > Setup > Sales tax > External > Tax registration types.
Step 2: Specify the tax number format for a country. Several tax number formats can be added to a country. But keep in mind that only the format marked as Primary for country will be used to validate tax numbers for that country.
The following symbols can be used to specify the tax number format for a country:
- # - only a digit can be entered
- @ - only a letter can be entered (a-z or A-Z)
- ? - either a digit or a letter can be entered
You can use other symbols, such as dashes, dots, or slashes, in the tax format if they are present in the country's tax number format. Any character in the tax number format must exactly match the corresponding character in the tax number. This ensures that only valid tax numbers that match the specified tax number format are accepted.
Example 1: ####.####.####.
A period after each group of four digits must be entered.
Example 2: @???#-#
The matching tax number should contain a letter, followed by 3 letters or digits, then a single digit, then a dash, and a digit. No additional characters are allowed - not at the beginning, in the middle, or at the end of the tax code.
Store Tax Number Formats
In Microsoft Dynamics AX the tax number formats are stored:
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In the Tax exempt numbers table: General ledger > Setup > Sales tax > External > > Tax exempt numbers. In this table, all tax number formats are stored that are specified during customer registration and prospect creation in the Sana webstore.
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Customer: On the Invoice and delivery tab, in the Tax exempt number field. Here you can see the tax number format entered by a customer during registration.
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Prospect: On the General tab, in the DUNS number field. Here you can see the tax number format entered by a sales agent when creating a prospect.
