Sales Tax changes & Vantage

Yahoo Archive
1
Yeah, we do exactly the same thing. The problem arises from
maintaining that list. See we build signs for large companies that
almost all have different Ship To's on each sign (each are usually
franchised). So 1 sign in Florida will have 1 taxable status, and
another a completely different status. And then rarely do we use the
same ShipTo again, so it becomes a gigantic list.

In our Exempt category list we have Delivery, Engineering, Freight,
Install, Leases, Maintenance, Permits, Product, and Service. Each
one can have a different Exempt status based on location. As rates &
Exempt statuses change, it's become a nightmare to maintain. We even
have certain customers that are Exempt from tax all together.

I'm looking for some type of automated process that creates the
jurisdictions, assigns the correct Sales Tax rate, and then sets the
Exempt status. Then when we setup the Customer we can choose the
right Tax Disctrict and not worry about the rate or exempt status
being incorrect.


--- In vantage@yahoogroups.com, "Randy Lunsford" <rlunsf@e...> wrote:
>
> It sounds like we do the same thing that you do, but I'll elaborate
> anyway. We are on Vantage 5.2. We have set up a large list of
sales
> tax cities, districts, counties, and states in Sales Tax
Maintenance.
> We then group the city, district, county, and state for a taxing
> authority (ex. IDAHO-CANYON-CALDWELL) in Tax Region Maintenance.
We
> then enter the Tax Region in Customer Ship To. Once you set up the
> customer, you no longer have to guess on what tax to bill the
customer;
> it automatically calculates the sales tax when you invoice the
customer.
> We have had to make a custom Sales Order form that will print the
sales
> tax on a sales order to use when the customer is COD. Outside of
that,
> everything works well. When you want to pay the state for the
sales tax
> liability, you have to select all of the Tax Regions for that
state, but
> it groups it according to the description so if your naming
convention
> for Tax Regions is State/County/City, it is easy to select.
>
> Randall Lunsford
> Excel Machinery, Ltd.
> e-mail: rlunsf@e...
> Phone: (806) 335-4565 ext. 531
> Fax: (806) 335-9017
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of moxiez1234
> Sent: Thursday, November 17, 2005 3:33 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Sales Tax changes & Vantage
>
> Hello everyone. I've been monitoring this group for years now...
> gleaning ideas and fixes for things... but this time I don't see
> anyone else with this issue.
>
> We are a Sign Manufacturer who sells product into almost every
> state. We therefore need to collect Sales Tax on each invoice. The
> problem we've found is that there are different Sales Tax rates
and
> rules in each State, County, and City. There are 3rd party
products
> (from CCH and others) that send you the changes monthly, but my
> question regards the interface to Vantage.
>
> The Sales Tax module within Vantage, as far as we can see, allow
you
> to setup Tax Groups, but nothing on the lines of State, then
County,
> and finally City. It seems like you have to combine the State,
> County, and State in one name, and then add your exceptions &
rates,
> etc... So you end up with a HUGE list of things like IDAHO-ADA-
> BOISE, IDAHO-CANYON-CALDWELL, etc... And you have to interpret the
> rules from the top down. It's very confusing.
>
> How do you guys manage your sales tax rates from within Vantage?
Is
> there some secret we're missing? Epicor hasn't been much help and
> the only other Company we know to be running Vantage in our City
> doesn't collect Sales Tax.
>
> Any help would be *GREATLY* appreciated.
>
> Thank you in advance!!!
>
>
>
>
>
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must
> have already linked your email address to a yahoo id to enable
access. )
> (1) To access the Files Section of our Yahoo!Group for Report
Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/links
> Yahoo! Groups Links
>
2
Hello everyone. I've been monitoring this group for years now...
gleaning ideas and fixes for things... but this time I don't see
anyone else with this issue.

We are a Sign Manufacturer who sells product into almost every
state. We therefore need to collect Sales Tax on each invoice. The
problem we've found is that there are different Sales Tax rates and
rules in each State, County, and City. There are 3rd party products
(from CCH and others) that send you the changes monthly, but my
question regards the interface to Vantage.

The Sales Tax module within Vantage, as far as we can see, allow you
to setup Tax Groups, but nothing on the lines of State, then County,
and finally City. It seems like you have to combine the State,
County, and State in one name, and then add your exceptions & rates,
etc... So you end up with a HUGE list of things like IDAHO-ADA-
BOISE, IDAHO-CANYON-CALDWELL, etc... And you have to interpret the
rules from the top down. It's very confusing.

How do you guys manage your sales tax rates from within Vantage? Is
there some secret we're missing? Epicor hasn't been much help and
the only other Company we know to be running Vantage in our City
doesn't collect Sales Tax.

Any help would be *GREATLY* appreciated.

Thank you in advance!!!
3
It sounds like we do the same thing that you do, but I'll elaborate
anyway. We are on Vantage 5.2. We have set up a large list of sales
tax cities, districts, counties, and states in Sales Tax Maintenance.
We then group the city, district, county, and state for a taxing
authority (ex. IDAHO-CANYON-CALDWELL) in Tax Region Maintenance. We
then enter the Tax Region in Customer Ship To. Once you set up the
customer, you no longer have to guess on what tax to bill the customer;
it automatically calculates the sales tax when you invoice the customer.
We have had to make a custom Sales Order form that will print the sales
tax on a sales order to use when the customer is COD. Outside of that,
everything works well. When you want to pay the state for the sales tax
liability, you have to select all of the Tax Regions for that state, but
it groups it according to the description so if your naming convention
for Tax Regions is State/County/City, it is easy to select.

Randall Lunsford
Excel Machinery, Ltd.
e-mail: rlunsf@...
Phone: (806) 335-4565 ext. 531
Fax: (806) 335-9017


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of moxiez1234
Sent: Thursday, November 17, 2005 3:33 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales Tax changes & Vantage

Hello everyone. I've been monitoring this group for years now...
gleaning ideas and fixes for things... but this time I don't see
anyone else with this issue.

We are a Sign Manufacturer who sells product into almost every
state. We therefore need to collect Sales Tax on each invoice. The
problem we've found is that there are different Sales Tax rates and
rules in each State, County, and City. There are 3rd party products
(from CCH and others) that send you the changes monthly, but my
question regards the interface to Vantage.

The Sales Tax module within Vantage, as far as we can see, allow you
to setup Tax Groups, but nothing on the lines of State, then County,
and finally City. It seems like you have to combine the State,
County, and State in one name, and then add your exceptions & rates,
etc... So you end up with a HUGE list of things like IDAHO-ADA-
BOISE, IDAHO-CANYON-CALDWELL, etc... And you have to interpret the
rules from the top down. It's very confusing.

How do you guys manage your sales tax rates from within Vantage? Is
there some secret we're missing? Epicor hasn't been much help and
the only other Company we know to be running Vantage in our City
doesn't collect Sales Tax.

Any help would be *GREATLY* appreciated.

Thank you in advance!!!







Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links