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Use Tax

  • 1.  Use Tax

    Posted May 14, 2020 02:36 PM
    Curious if anyone uses any product to help manage Use and Sales Tax and have
    NAV 2013 version HCM 7.00.00.01, US Dynamics NAV 7.0 7.0.36919.0

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    Elizabeth Harrison
    Diamond T Services, Inc.

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  • 2.  RE: Use Tax

    NAVUG ALL STAR
    Posted May 15, 2020 07:18 AM
    Elizabeth - There are several very solid products that NAV and BC Users rely on for managing their sales and use tax.

    Wolters Kluwer is a sponsor partner for NAVUG.  Chris Kane works out of their DFW office.  His email is chris.kane@wolterskluwer.com

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    Robb Delprado
    Senior Trainer and Consultant
    New View Strategies
    robb@newviewstrategies.com
    860.558.8032
    Houston, TX
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  • 3.  RE: Use Tax

    Posted May 15, 2020 10:46 AM
    Elizabeth,

    You could also look at Avatax from Avalara.  Avalara has had integrations in place for NAV for years.

    https://www.avalara.com/us/en/products/integrations/microsoft-dynamics.html

    Good luck!  Sales and Use Tax automation is a significant project but the paybacks in terms of compliance and peace of mind are fantastic.

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    Mark Daugherty
    Director of Presales
    DSWi
    Sugar Land TX
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  • 4.  RE: Use Tax

    Posted May 18, 2020 09:37 AM

    Hi Elizabeth:

    I am the Wolters Kluwer Indirect Tax Software Sales Specialist for NAV and we do have an automated sales tax solution for NAV 2013 version HCM 7.00.00.01, US Dynamics NAV 7.0 7.0.36919.0.  Please contact me directly if you wish to further discuss (678-595-7812 or john.thomas@wolterskluwer.com).

     

    https://www.linkedin.com/in/john-thomas-3477807/

     

    Thank you,

    John

     

     

    John Thomas, CPA
    National Solution Consultant, Corporate Indirect Tax Software Solutions
    Wolters Kluwer Tax and Accounting North America

    Mobile:  678-595-7812
    john.thomas@wolterskluwer.com

    SalesTax.Com/Blog

     

     






  • 5.  RE: Use Tax

    Posted May 18, 2020 09:06 AM
    Robb,
    Thank you for the post... we are pleased to assist Elizabeth in any way she needs.... It's an old version of NAV... but we should be able to assist... yes, we've been doing this that long!!  Have a great day and stay safe!

    Chris Kane

    Assoc. Director, Sales Channel & Affiliates
    North America

    Tax and Accounting

    877.570.2785 tel, fax

    214.542.3778 cell

    chris.kane@wolterskluwer.com 

    www.salestax.com
    www.wolterskluwer.com



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    Chris Kane
    Strategic Alliance Manager
    Wolters Kluwer
    Rockwall TX
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  • 6.  RE: Use Tax

    SILVER CONTRIBUTOR
    Posted May 19, 2020 12:04 PM
    Hi!  I'm not going to recommend a specific product because we still haven't worked out the kinks in the one we implemented in December (not the same company mentioned above), but I would recommend making sure that you get a clear answer on how you will calculate sales tax in different places if that is needed.  For example, if you have a point of sale system or a website or multiple websites, you will want to make sure that all of them are able to calculate tax using the same "tax engine" of sorts.  Check to make sure that the list of states with Nexus is stored in a central place that can be accessed by all of your systems (likely via API or plug-in).  You also need to ask whether product tax codes will be stored in NAV or in the third party system.  If they are stored in the third party system, how are they added/updated?  If stored in NAV, will they be accessible to other websites or systems that need to calculate tax, or if not, can you send them from NAV?  When we began our implementation, we were told that a plug-in for our e-commerce site was "almost complete."  We ended up using a different sales tax calculator on our website because the company that we used for our NAV calculations didn't complete that plug-in for over a year, which has caused some issues.  For whatever provider you look at, ask for some references that do business in the same way you do (online, phone, retail, etc) to get an idea of what to expect.

    Best of luck!

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    Angela Dunnahoe
    Marucci Sports
    Baton Rouge LA
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