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The Numeral Tax extension for Business Central calculates tax on Sales Orders, Sales Invoices, and Sales Credit Memos and posts completed transactions to Numeral for filing.
This integration requires Business Central admin access and an installed copy of the Numeral Tax extension from AppSource (or a sandbox copy provided by Numeral).

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What you’ll do

  1. Install the Numeral Tax extension
  2. Open Numeral Tax Setup and enter your API key
  3. Configure the placeholder Tax Jurisdiction and Tax Area
  4. Assign the Numeral Tax - Admin permission set to your operators
  5. Test on a Sales Order, Invoice, or Credit Memo

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1. Install the Numeral Tax extension

Install the Numeral Tax extension from Microsoft AppSource, or sideload the .app file Numeral provides. After installation, search for Numeral Tax Setup in the Business Central search bar.

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2. Configure Numeral Tax Setup

Open Numeral Tax Setup and complete the following fields.
FieldValue
API KeyA sk_test_* or sk_prod_* key from your Numeral dashboard
API Endpointhttps://business-central-integration.numeralhq.com
Test ModeEnable while you’re validating the integration
Sync ProductsEnable to push your item catalog to Numeral
Backfill Historical TransactionsEnable to send existing posted invoices for tax calculation
Numeral Tax JurisdictionThe placeholder jurisdiction to use on sales documents (created in step 3)
Numeral Tax AreaThe placeholder tax area to use on sales documents (created in step 3)
Numeral Tax Setup

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3. Configure the Tax Jurisdiction and Tax Area

Business Central requires every taxable line to reference a Tax Area. Numeral overrides the calculated amount, but the records must still exist.
  1. Search for Tax Jurisdictions and create a new entry called NUMERAL
  2. Search for Tax Areas and create a new entry called NUMERAL containing the NUMERAL jurisdiction
  3. Reference both in the Numeral Tax Setup screen from step 2

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4. Assign the permission set

Numeral ships a permission set named Numeral Tax - Admin. Assign it to every user who creates or posts sales documents. Search for User Permission Sets → select your user → add Numeral Tax - Admin.

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5. Test the integration

Create a Sales Order, Sales Invoice, or Sales Credit Memo with a customer in a US tax jurisdiction. The Tax Status field on the document header indicates the calculation state:
StatusMeaning
Pending (amber)The document has changed and tax needs to be recalculated
Calculated (green)Numeral has returned a successful calculation
Tax is recalculated automatically when you change line items, quantities, prices, or the customer’s address. Recalculation updates the existing calculation — Numeral does not create duplicate calculations. When you post the document, Numeral records it as a transaction. If you later cancel a posted invoice in Business Central, Numeral automatically voids the corresponding transaction.

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Supported documents

DocumentCalculationPosting
Sales Order✓✓
Sales Invoice✓✓
Sales Credit Memo✓✓

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Troubleshooting

Confirm the API Key is valid and the document has a complete shipping address. Check Numeral Tax Setup → Connection Test to validate the API key.
This is expected when a document is unposted or modified. Open the document and trigger a recalculation by editing any line.
Confirm the cancellation reached Posted Status: Canceled in Business Central. If the cancellation is still pending approval, the void will fire after approval completes.
Assign the Numeral Tax - Admin permission set to the user. Posting requires write access to the Numeral integration tables.