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Why is the tax schedule blank when choosing a customer record in Dynamics GP?

Overview

When I pull up a customer record in GP the tax schedule is suddenly blank. This keeps happening even though the customer record itself has the tax schedule set to Avatax.

Environment

Microsoft Dynamics GP

Resolution

  • This happens if the Customer record has no shipping method selected.
  • If the shipping method is blank, the tax schedule will blank as well.
  • The tax schedule in GP will pull directly from the tax schedule that is assigned to the shipping method selected.