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Archive tax transactions

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts May 26, 2023 -

Business value

Save storage space and gain performance with a reduced data set.

Feature details

This feature archives tax transactions in Dynamics 365 Finance. Using existing automation available in Dynamics 365 Finance, the data will move consistently, safely, and securely to the data archive while you continue to report and analyze historical data using standard reporting.

Review fiscal years available for tax transactions archiving

Schedule process automation

Archive tax transactions for selected fiscal year