Unified Operations & Dynamics AX Forum

Expand all | Collapse all

Automated Sales Tax Solution

  • 1.  Automated Sales Tax Solution

    Posted 05-15-2018 11:44 AM

    Hi All,

     We are in the process of evaluating automated sales tax solutions, for our US and Canada business.

    The solution needs to have a connector to MS Dynamics 365 and handle allocations. We need the ability to set-up allocation percentages, for specific products for customers, in order to allocate the line item amount among multiple locations.

     Thanks in advance for any information you can provide.



    ------------------------------
    Marva Dockery
    Ultimate Software
    ------------------------------


  • 2.  RE: Automated Sales Tax Solution

    GOLD CONTRIBUTOR
    Posted 05-16-2018 07:26 AM
    We had examined Avalara in this space, but not with the same requirements.  You may want to take a look at them to see if they will meet your needs.

    ------------------------------
    Bob Smyk
    VP of IT
    InterDesign
    Solon OH
    ------------------------------



  • 3.  RE: Automated Sales Tax Solution

    Posted 05-16-2018 03:37 PM
    ​Thanks Bob,

    We actually looked at Avalara but they do not do percentage by locations.

    ------------------------------
    Marva Dockery
    Ultimate Software
    ------------------------------



  • 4.  RE: Automated Sales Tax Solution

    GOLD CONTRIBUTOR
    Posted 05-16-2018 02:08 PM
    ​Thomson Reuters has tax software that works with D365.

    ------------------------------
    Kevin McLean
    Strategic Solutions NW, LLC
    Beaverton OR
    ------------------------------



  • 5.  RE: Automated Sales Tax Solution

    Posted 05-16-2018 04:11 PM

    Hi Kevin,

    Are you or know anyone using Thomson Reuters' tax software?

    How is their support?



    ------------------------------
    Marva Dockery
    Ultimate Software
    ------------------------------



  • 6.  RE: Automated Sales Tax Solution

    GOLD CONTRIBUTOR
    Posted 05-17-2018 08:44 AM
    We have not made the jump to D365 yet, AX 2012R3, but use CCH.  We are moving from the CCH SAS product to Suretax which I used at my previous job as it's the direction there driving customers going forward.  I think it will work for your US and CAN needs however there implementation team is not as fast as I'd like but still I'll give them mention you should look at.

    Good Luck

    ------------------------------
    Mark Zerr
    AX Technical Analyst
    New Sunshine LLC
    Indianapolis IN
    ------------------------------



  • 7.  RE: Automated Sales Tax Solution

    Posted 05-17-2018 02:50 PM
    Thanks Mark,

    I read an earlier post, which mentioned similar sentiments about CCH's Technical Support.


    ------------------------------
    Marva Dockery
    Ultimate Software
    ------------------------------



  • 8.  RE: Automated Sales Tax Solution

    TOP CONTRIBUTOR
    Posted 05-17-2018 07:37 PM
    General advice - during the selection process pay special attention and ask specific questions as to the actual support they have for Canada.

    A year ago I attended conference sessions of all of the above products and got the impression that they did not have good functionality around several aspects of tax in Canada (which are different than how tax works in the USA):

    I got the impression all these packages were built in the US, by people who were not too familiar with how VAT works and specifically how it works in Canada.

    1. Support for tax on purchase side, not just sales side (Canadian tax is usually on both purchase and sales)

    2. Support for recording  more than one tax codes (and more than one ledger accounts) at the same time (for example, both GST and PST on a single sale)

    3. Ability to record self assessment of tax, without having to record it twice, on the 3rd party software and on Dynamics.

    4. Ability to record other manual adjustments to sales tax.

    5. Ability to re-claim tax when writing-off customer invoices.

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



  • 9.  RE: Automated Sales Tax Solution

    Posted 05-18-2018 09:15 AM

    Hi Zvika,

    Thanks for the feedback, I will share your insights with the team.



    ------------------------------
    Marva Dockery
    Ultimate Software
    ------------------------------



  • 10.  RE: Automated Sales Tax Solution

    Posted 05-18-2018 02:49 PM
    Hi Marva

    Have you had a look at Vertex Inc's D365 solution? Let me know if you need a connect there.

    Thanks

    ------------------------------
    Rohan Kamat
    Sonata Software North America
    Naperville IL
    ------------------------------



  • 11.  RE: Automated Sales Tax Solution

    Posted 05-22-2018 12:31 PM

    Thanks Rohan,

    We will investigate Vertex.



    ------------------------------
    Marva Dockery
    Ultimate Software
    ------------------------------



  • 12.  RE: Automated Sales Tax Solution

    SILVER CONTRIBUTOR
    Posted 05-23-2018 07:47 AM
    ​We are in Ontario and are public sector.  We have different non recoverable rates depending on the different financial dimensions used and we had a customization built to manage the HST rules in AX2012


    ------------------------------
    Angela Brown
    City of Kingston
    Kingston ON
    ------------------------------