D365 Finance & Operations and Dynamics AX Forum

All..

Looking for information on Tax Providers -
We use Wolters Kluwer (CCH SureTax) integrated to D365 F&O and integrated into SalesForce Commerce Cloud (SFCC)...
Do other D365 F&O clients use CCH SureTax as their Tax Provider platform?
What other Tax Providers are used?
Would you be willing to talk to us about your experiences regarding Operational Support with your  Tax Provider platform?

------------------------------
Joe MacPherson
Coldwater Creek
Hingham MA
------------------------------

Avalara's Avatax is the other major solution provider that is typically evaluated.

------------------------------
Christopher Ho Yee
Altius Consulting
Richmond BC
------------------------------

Original Message:
Sent: Sep 19, 2019 12:13 PM
From: Joe MacPherson
Subject: Tax Providers question

All..

Looking for information on Tax Providers -
We use Wolters Kluwer (CCH SureTax) integrated to D365 F&O and integrated into SalesForce Commerce Cloud (SFCC)...
Do other D365 F&O clients use CCH SureTax as their Tax Provider platform?
What other Tax Providers are used?
Would you be willing to talk to us about your experiences regarding Operational Support with your  Tax Provider platform?

------------------------------
Joe MacPherson
Coldwater Creek
Hingham MA
------------------------------

I know many users leveraging Vertex.  https://www.vertexinc.com

------------------------------
Dag Calafell, III
Technical Solution Architect
MCA Connect
Houston, TX

http://calafell.me/
@dodiggitydag
------------------------------

Original Message:
Sent: Sep 19, 2019 07:16 PM
From: Christopher Ho Yee
Subject: Tax Providers question

Avalara's Avatax is the other major solution provider that is typically evaluated.

------------------------------
Christopher Ho Yee
Altius Consulting
Richmond BC

Original Message:
Sent: Sep 19, 2019 12:13 PM
From: Joe MacPherson
Subject: Tax Providers question

All..

Looking for information on Tax Providers -
We use Wolters Kluwer (CCH SureTax) integrated to D365 F&O and integrated into SalesForce Commerce Cloud (SFCC)...
Do other D365 F&O clients use CCH SureTax as their Tax Provider platform?
What other Tax Providers are used?
Would you be willing to talk to us about your experiences regarding Operational Support with your  Tax Provider platform?

------------------------------
Joe MacPherson
Coldwater Creek
Hingham MA
------------------------------

​Thompson Reuters also has one - OneSource I believe?
I recall seeing them at one of the conferences.

------------------------------
Tony Zeigler
Senior Consultant
Strategic Solutions NW, LLC
Beaverton OR
------------------------------

Original Message:
Sent: Sep 19, 2019 07:16 PM
From: Christopher Ho Yee
Subject: Tax Providers question

Avalara's Avatax is the other major solution provider that is typically evaluated.

------------------------------
Christopher Ho Yee
Altius Consulting
Richmond BC

Original Message:
Sent: Sep 19, 2019 12:13 PM
From: Joe MacPherson
Subject: Tax Providers question

All..

Looking for information on Tax Providers -
We use Wolters Kluwer (CCH SureTax) integrated to D365 F&O and integrated into SalesForce Commerce Cloud (SFCC)...
Do other D365 F&O clients use CCH SureTax as their Tax Provider platform?
What other Tax Providers are used?
Would you be willing to talk to us about your experiences regarding Operational Support with your  Tax Provider platform?

------------------------------
Joe MacPherson
Coldwater Creek
Hingham MA
------------------------------

We have been using AvaTax for several years.  We have been satisified with the return, remit, and reporting services they provide, but the support is very poor.  When we open a ticket, not matter the level of severity, we usually have to chase our account rep to get them to even look at it.  Also, they recently redesigned their website and I find the new design extremely difficult to navigate.  This maybe just me getting old.  I have more luck google searching for the AvaTax information I want than going to their website.

------------------------------
Mark Schurmann
Accounting Systems Manager
Automobile Protection Corp
Norcross GA
------------------------------

Original Message:
Sent: Sep 19, 2019 12:13 PM
From: Joe MacPherson
Subject: Tax Providers question

All..

Looking for information on Tax Providers -
We use Wolters Kluwer (CCH SureTax) integrated to D365 F&O and integrated into SalesForce Commerce Cloud (SFCC)...
Do other D365 F&O clients use CCH SureTax as their Tax Provider platform?
What other Tax Providers are used?
Would you be willing to talk to us about your experiences regarding Operational Support with your  Tax Provider platform?

------------------------------
Joe MacPherson
Coldwater Creek
Hingham MA
------------------------------

Am working with clients who need a VAT solution for D365 F&O.  I know that my other clients who have Avalara are not happy as it does not handle VAT and no ability to add tax tables that are custom as not all tables for some country are available.  They are looking for something else.  I have worked with CCH many times for global companies and we did not have any issues.  I want to compare Vertex to CCH to see any differences.  I also like CCH as it is a true interface with the GL tax groups & codes whereas Avalara is it's own module which I think Vertex is also.  Anyone who has used Vertex for VAT?

------------------------------
Deb Salyer
DS Erp Inc
Sarasota FL
941-351-2990
deb@dserpinc.com
------------------------------

Original Message:
Sent: Sep 19, 2019 12:13 PM
From: Joe MacPherson
Subject: Tax Providers question

All..

Looking for information on Tax Providers -
We use Wolters Kluwer (CCH SureTax) integrated to D365 F&O and integrated into SalesForce Commerce Cloud (SFCC)...
Do other D365 F&O clients use CCH SureTax as their Tax Provider platform?
What other Tax Providers are used?
Would you be willing to talk to us about your experiences regarding Operational Support with your  Tax Provider platform?

------------------------------
Joe MacPherson
Coldwater Creek
Hingham MA
------------------------------

Hi Deb,
You may try VAT IT.  I've had great success working with them in the past, connecting my clients with them.
Best of luck,
Rich

------------------------------
Rich Murray
Sales Executive
Medius
Longmont CO
------------------------------

Original Message:
Sent: Nov 05, 2019 04:26 PM
From: Deb Salyer
Subject: Tax Providers question

Am working with clients who need a VAT solution for D365 F&O.  I know that my other clients who have Avalara are not happy as it does not handle VAT and no ability to add tax tables that are custom as not all tables for some country are available.  They are looking for something else.  I have worked with CCH many times for global companies and we did not have any issues.  I want to compare Vertex to CCH to see any differences.  I also like CCH as it is a true interface with the GL tax groups & codes whereas Avalara is it's own module which I think Vertex is also.  Anyone who has used Vertex for VAT?

------------------------------
Deb Salyer
DS Erp Inc
Sarasota FL
941-351-2990
deb@dserpinc.com

Original Message:
Sent: Sep 19, 2019 12:13 PM
From: Joe MacPherson
Subject: Tax Providers question

All..

Looking for information on Tax Providers -
We use Wolters Kluwer (CCH SureTax) integrated to D365 F&O and integrated into SalesForce Commerce Cloud (SFCC)...
Do other D365 F&O clients use CCH SureTax as their Tax Provider platform?
What other Tax Providers are used?
Would you be willing to talk to us about your experiences regarding Operational Support with your  Tax Provider platform?

------------------------------
Joe MacPherson
Coldwater Creek
Hingham MA
------------------------------

The main benefit/use of the sales tax applications is in keeping track of the many different tax rates in the USA, and remitting tax to the many different authorities.

These complications do not really exist in VAT countries, so it is hard for me to see what benefit these applications can provide to a client.
The out of the box functionality in D365 is quite good in facilitating recording / reporting / remitting of typical VAT situations.

Does your client have specific / complex VAT requirements?

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC
------------------------------

Original Message:
Sent: Nov 05, 2019 04:26 PM
From: Deb Salyer
Subject: Tax Providers question

Am working with clients who need a VAT solution for D365 F&O.  I know that my other clients who have Avalara are not happy as it does not handle VAT and no ability to add tax tables that are custom as not all tables for some country are available.  They are looking for something else.  I have worked with CCH many times for global companies and we did not have any issues.  I want to compare Vertex to CCH to see any differences.  I also like CCH as it is a true interface with the GL tax groups & codes whereas Avalara is it's own module which I think Vertex is also.  Anyone who has used Vertex for VAT?

------------------------------
Deb Salyer
DS Erp Inc
Sarasota FL
941-351-2990
deb@dserpinc.com

Original Message:
Sent: Sep 19, 2019 12:13 PM
From: Joe MacPherson
Subject: Tax Providers question

All..

Looking for information on Tax Providers -
We use Wolters Kluwer (CCH SureTax) integrated to D365 F&O and integrated into SalesForce Commerce Cloud (SFCC)...
Do other D365 F&O clients use CCH SureTax as their Tax Provider platform?
What other Tax Providers are used?
Would you be willing to talk to us about your experiences regarding Operational Support with your  Tax Provider platform?

------------------------------
Joe MacPherson
Coldwater Creek
Hingham MA
------------------------------