ONESOURCE Indirect Tax for Dynamics 365 F&O

ONESOURCE Indirect Tax Determination for Microsoft Dynamics 365 Finance and Operations (F&O) is a smarter end-to-end tax solution for US and global sales tax, use tax, VAT, and GST regardless of your corporation’s size or geographic reach. Automate the entire transactional tax lifecycle — from rate calculation to compliance. Say goodbye to manual work and focus your time on growing your business.

Better manage tax liability through our seamless integration with your existing sales and purchase process. ONESOURCE Determination intelligently delivers billions of real-time tax decisions at the point of transaction, integrated with your Dynamics 365 system. Each time you run a sales or purchasing transaction in your Dynamics 365 system, ONESOURCE Determination instantly calculates precise taxability, evaluates exemptions, and applies the final tax decision back to the transaction in Dynamics 365.

Verified security

• Rest easy knowing your data is secure and protected on a cloud hosting platform with continuously monitored ISO 9001 and ISO 27001 certified compliant systems.

Tax compliance

• Get real-time sales and use, VAT, and GST tax calculations on Dynamics 365 transactions in quote-to-cash and purchase-to-pay business processes. Make filing and audit defense easy with built-in, customizable reports and signature-ready returns.

Trusted tax content

• Avoid penalties by relying on our automated tax engine for accurate tax calculations. Automatic updates ensure you get the latest content from thousands of global tax authorities, certified compliant to SSAE 18 and ISAE 3402 standards. Easily map to the most comprehensive set of product and service categories for accurate calculations in every jurisdiction.

Address validation

• Quickly cleanse, verify, and store all addresses with USPS CASS-certified address validation.

Exemption certificate management

• Ensure customer transactions are correctly exempted and certificates stay up to date with certificate management, including a customer portal where your customers can enter their own exemption certificates.

Integration resiliency

• Achieve the highest degree of business continuity and tax accuracy with system monitoring and detailed logging.
• MICROSOFT UNIVERSAL TAX RATE API (PLANNED & IN PROGRESS)
• Doing business globally? We also have solutions embedded within our ONESOURCE product for Global Trade with Intelligent ECN Search and e-invoicing to support global invoicing mandates.