Import VAT rates
You can define which VAT rates to import into Soldo during the integration setup flow. All VAT rate codes and names available in your Dynamics 365 account will be listed for you to choose from. If there are VAT rates you don’t want to import, you can deselect them.
The Dynamics 365 API is not able to return each individual VAT rate value, so this will need to be entered manually. This is beneficial because Soldo can show information and generate reports based on the VAT rate assigned to a transaction. Although syncing your VAT rates can be useful, this step is optional and can also be skipped if you wish.
If you select a VAT rate to be imported but don’t assign a value, it will be automatically imported as 0.
Imported VAT rates can be found in the Integrations section under Accounting classification.
Change imported VAT rates
If you wish to change the imported VAT rates once the integration has been set up, you can do this by finding the active card in the Marketplace section and clicking Settings. Choose Accounting from the tabs at the top of the page, then click View list next to VAT rate. To change the imported VAT rates, click Edit in the top right-hand corner of the page.