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Microsoft Dynamics GP (Archived)

USA Tax setup

Posted on by 60

I have a Great Plains branch in East Hartford Connecticut and we need to set up the tax. As far as i know there is customer tax and item tax.

If anyone knows if this is an easy task please let me know. I have found some third party products that make it easier and maintenance percent update free,

Thank-you

Tracy

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  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    Re: USA Tax setup

    There is a white paper on our web site (www.AccoladePublications.com) in the Free Stuff area that discuses setting up sales taxes.  Too many people do it wrong.

  • Tracy Steere Profile Picture
    Tracy Steere 60 on at
    Re: Re: USA Tax setup

    Hi,

    Thank-you for that. I have looked at Avalara and it looks good. It will just be the item linking that will take the time. Currently we have 15 000 part codes.

    Regars

    Tracy

  • Ron Wilson Profile Picture
    Ron Wilson 6,010 on at
    Re: Re: USA Tax setup

     Tracy,

    Ian is correct that GP will allow you to set this up as well.  I have found that Avalara, for what we do, is quite expensive.  We manage all of our tax schedules our self (there are probably 150 or so). 

    You create a tax detail id for every tax "entity" (i.e. state tax, local tax, etc).  You then match all those id's up to make a tax schedule.

    So for example, we work in the Carolinas...for Pickens County I have a tax detail for SC (South Carolina) of 6% and a tax detail for Pickens of 1.5%.  In the Tax Schedule ID, I create SC-Pickens and then move the SC and Pickens detail id's into that tax schedule.  Now any customer who has a tax schedule id of SC-Pickens will be charge 7.5% (the sum of SC tax and Pickens tax) on all their orders.

    You can get the tax rates for each county at the state's tax website.

    Does this make sense?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: USA Tax setup

    Hi Tracy.

    Talk to www.Avalara.com. Most of our US customers use them. Very simple set up in GP.

    Other than that GP does allow you to set up the required Tax Details and schedules yourself for the state you are operating in.

    Best regards,

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