Overview
If you’ve ever tried to keep your California sales tax tables up to date in Dynamics 365 Business Central, you know what a nightmare it can be.
California changes district rates all the time. The rules around destination-based tax are complicated. And if you ship from your facility to customers within California, one small mistake in your tax table can lead to compliance problems, overcharging, undercharging, and a ton of rework.
Yes, there are “all-in-one” sales tax apps out there. They’ll happily handle every possible state and jurisdiction in the country. But the problem is that they’re insanely expensive and require complex setup. In addition, you’ll paying for features you’ll never use if your business operates in California.
The Manual Maintenance Trap
If you’ve been maintaining the Tax Area and Tax Jurisdiction tables in Business Central yourself, you’re probably spending more time than you’d like to admit keeping them accurate.
It’s error-prone. It’s tedious. And it’s not what you hired your accounting team to do. They should be focusing on running the business, not babysitting tax rates.
The Simple Fix
We built this app because California sales tax shouldn’t require an IT department or an expensive quote from a consultant to get right.
The app installs directly into your existing Dynamics 365 Business Central environment with minimal setup. No need to call in a partner, hire a consultant, or waste hours figuring out configurations. Just install, setup a Tax Area Code within Business Central, and you’re ready to go.
It pulls real-time tax data straight from California Department of Tax and Fee Administration (CDTFA) and applies the right sales tax based on the ship-to address, and generates Schedule A for easy filing. That means your rates are always correct without you lifting a finger. No guessing. No updates. No scrambling to fix invoices after the fact.
In short, this is the app that does exactly what California businesses need and nothing they don’t. Since it’s focused only on California, it’s a fraction of the cost of other integrated sales tax apps.
Bonus: Schedule A Without the Hassle
If you’ve ever filed with the CDTFA, you know about Schedule A. Our app generates it for you directly from Business Central so it’s ready to upload. No more piecing it together manually or double-checking every line.
Check out the app in action here:
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