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Taxes - Using Sales Entry Tax Field but not having GP Calculate because that has already been done

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Posted on by Jeffrey A

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Hi - I am new to taxes so I apologize in advance of not knowing much about how taxes work in GP.

We have our ecommerce platform calculating the taxes with a third party program already integrated. We currently integrate our orders into GP and I am working on adding taxes into the integration.

How can I set up GP to not calculate taxes as the calculation has already been done on the ecommerce side but making sure the right account is being used on the sales side for the tax being accrued?

Currently during testing, I am being forced to setup a tax detail, etc....I am assuming I can set up a generic tax detail but not exactly sure and want to make sure I'm doing that correctly.

Do I also need to send the tax details piece in web services when integrating the orders?

There is no need to set up details and schedules as all of that is being done much easier from our ecommerce side.

Thank you!

Jeffrey

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Microsoft Dynamics GP

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Isaac Olson on at

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Hello,

One big factor on whether this will work or not is if you are bringing in Sales Orders or Sales Invoices. With Sales Orders GP will calculate the taxes and we can't turn that off. With Sales Invoices there is a Policy for Web Services called 'Create Taxes Behavior' which can be turned off by selecting 'Taxes will be provided. So if are are brining them in as Sales Invoices, then then could certainly let your ecommerce side do the calculations and such, but you would need to create Tax Detail IDs as a shell in Microsoft Dynamics GP to bring in your calculated tax values.

If you had a sales invoice for $100 and it had $10 of Sales Tax 1 and $5 of Sales Tax 2 that your eCommerce calculated. On the GP side, you would need to set up 2 Tax Details for a fixed amount (you could even make it $0) as these would just be used as labels on the taxes. We cannot insert taxes without a Tax Detail ID.

When you integrate the tax details, you would be sending your tax detail lines (pre calculated with the right amounts) with web services and then pushing them into GP that way.

If you are just summarizing them as one tax line, then you would just need a dummy tax detail that you can use to push them in. You also have to have a dummy Tax Schedule just to put in place as that cannot be blank when you are using Web Services for Taxes.

Whether you decide to summarize or import the taxes in detail, you would have to create web services code to bring in those tax lines with amounts for your Sales Invoice. Something like this for example that you would bring in after the Sales Invoice Lines, but before the Sales header.

// Create the tax detail information
SalesLineTax lineTax1 = new SalesLineTax();
lineTax1.Key = new SalesLineTaxKey();
lineTax1.Key.SalesLineKey = salesInvoiceLine.Key;
lineTax1.Key.TaxDetailKey = new TaxDetailKey();
lineTax1.Key.TaxDetailKey.Id = "USASTE-PS6N0";
lineTax1.TotalAmount = new MoneyAmount();
lineTax1.TotalAmount.Value = 79.90M;
lineTax1.TotalAmount.Currency = "USD";
lineTax1.TaxableAmount = new MoneyAmount();
lineTax1.TaxableAmount.Value = 79.90M;
lineTax1.TaxableAmount.Currency = "USD";
lineTax1.TaxAmount = new MoneyAmount();
lineTax1.TaxAmount.Value = 4.80M;
lineTax1.TaxAmount.Currency = "USD";

In summary, if you want to keep a record of the taxes in Microsoft Dynamics GP that you generated from your eCommerce, then you need to integrate those tax lines using a tax detail ID as Sales Invoices not Orders, and then you can manually integrate the amounts without using any calculations in Microsoft Dynamics GP.

I hope this helps!

Isaac Olson

Microsoft Support

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Jeffrey A 210 on at

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Hi Isaac - thank you very much for the response.

So we are bringing in as Sales Orders and then we transfer sales order to invoice at the end of day when we are done with order fulfillment.

I am looking to just bring in the summarized amount to the order total. I have set up a "dummy" tax detail to do this. What I don't want is for GP to calculate tax when I am telling it what the tax already is when integrating our order.

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Isaac Olson on at

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Hi Jeffery,

If the tax is already included in the total of the order so you wouldn't be adding tax lines to the Sales Order, then you could pass use the SalesTaxBasis parameter on the Sales Order Lines to set them to non-taxable.

On the SalesLine there is a key for TaxBasis that can be passed in.

TaxBasis

SalesTaxBasis

N/A

A tax option which will determine whether the item on the sales line is taxable. If it is taxable, it also specifies which tax schedule will be used. If the tax option for the item is Taxable, the tax schedule for the line item is compared to the item tax schedule. Taxes will be calculated for tax details found in both schedules. If the tax option for the item is Nontaxable, no tax is calculated for that item. If the tax option for the item is Based on Customer, the line item's tax schedule is used for calculating taxes for item. This property is read-only.

Drilling into SalesTaxBasis I see the following options where you could make it nontaxable so GP would not calculate taxes for it.

Single Tax Schedule	Sales tax is based on single tax schedule.
Taxable	Sales tax will be applied based on the tax schedule for the item.
Nontaxable	Sales tax will not be applied.
Based On Customer	Sales tax will be applied, based on the customer’s tax schedule or the site tax schedule will be applied, depending on whether the shipping method is delivery or pickup. The shipping method will determine where the exchange of goods takes place and therefore which tax schedule appears as a default entry for the transaction. If the shipping method is delivery, the tax schedule designated for the shipping address for the customer will appear as the default value. If the shipping method is pickup, the tax schedule designated for the site you're selling from will appear as the default value.

I hope this helps or maybe springs another idea!

Isaac Olson

Microsoft Support

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Jeffrey A 210 on at

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All great information again; unfortunately, I want to include the tax for financial reasons and when I mark the items nontaxable, there ends up being an 'On Account' amount for the customer on the sales order because now it shows we received more money as the sales order doesn't keep the sales tax on the order.

My goal: add a sales tax value onto the order, accrue for the sales tax financially but do not have GP automatically calculate the tax as we are already calculating and telling GP what it is for the sales order.

Jeffrey

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Isaac Olson on at

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Hi Jeffery,

You can see if anyone in the community has a creative way to do what you are seeking but unfortunately it goes back to my first post where I mentioned that with Sales Orders you cannot manually bring in the tax details with Web Services. Only with Sales Invoices so I don't have any supported methods that I can think of with Web Services that would get around this.

If you changed things up and make your own eConnect calls instead of using Web Services, then you would have more flexibility to bring in your own taxes on the Sales Orders. You could also potentially visit using the eConnect Pre or Post Stored procedures and add your own custom logic there to allow for you to pass in the taxes with Web Services, but as to how you are going to pass the data over and do all of this, that would all be custom on your end.

Thanks,

Isaac Olson

Microsoft Support

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