Dynamics 365 Business Central: Ecommerce - [US] Match Shopify tax lines to tax jurisdictions

Business Value

Reduce repetitive tax setup when you import Shopify orders that contain multiple United States tax jurisdictions. Shopify Tax Matching suggests how free-text tax lines map to configured tax jurisdictions and keeps you in control of exceptions before you create sales documents.

Details

The Shopify Tax Matching capability is available in public preview for organizations in the United States that use the Shopify connector. When standard tax-area mapping doesn't resolve an imported order, the capability uses AI to suggest tax jurisdictions based on Shopify tax-line titles and rates, configured tax jurisdictions, and limited ship-to location information.

You can review each suggestion, confidence level, explanation, and rate before approving the final mapping. Configure which matches require review and whether the capability can create missing tax jurisdictions and tax areas. Unidentified jurisdictions and rate differences always require review.

Shopify Tax Matching maps imported tax descriptions to tax setup. It doesn't calculate tax, determine tax liability, file tax returns, or replace professional tax advice.