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Avalara sales tax

  • 1.  Avalara sales tax

    SILVER CONTRIBUTOR
    Posted Jun 18, 2020 09:28 AM
    We are implementing Avalara sales tax services with NAV, and I'd like to contact someone who has been down this road.  One question is regarding Entity Use Code.  Avalara told us a field for this should appear on the customer record (sell-to and/or ship-to customer) and also on the item lines on a sales order.  Our NAV connection with Avalara has resulted in NAV having a table which lists Entity Use Codes, but we have no fields on customer cards or sales orders where we can select an Entity Use Code.  Anyone else have this experience?

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    Alan Hyde
    Controller
    National Azon
    Troy MI
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  • 2.  RE: Avalara sales tax

    NAVUG ALL STAR
    Posted Jun 18, 2020 10:12 AM
    Alan,
    I believe Marucci Sports in Baton Rouge, LA implemented Avalara.
    Angela Dunnahoe is the CIO at Marucci.

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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: Avalara sales tax

    NAVUG ALL STAR
    Posted Jun 19, 2020 02:36 AM
    Alan,

    Here are some steps:
    1. Go to Avalara AvaTax > Avatax Utilities > Avatax Customer Entity Use Code Mapping.
    2. Select + New.
    3. Select the customer number, ship-to code, customer name, and entity use code you want to associate with the customer record.
    4. Select Edit List to save your changes.
    Thanks,
    Steve

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    Steven Chinsky
    Senior Functional NAV/BC Consultant
    Tigunia
    Mansfield MA
    NAVUG All-Star, Granite Award Recipient, DCMP
    ------------------------------



  • 4.  RE: Avalara sales tax

    TOP CONTRIBUTOR
    Posted Jun 19, 2020 07:41 AM
    You are correct that field does not exist on the Customer itself.  It is a table attached to the Customer ("AVA Entity/Use Code") as Steve has mentioned.  From there it flows to all document for that customer into a new table called "AVA Document Entity Class" which is where it really matters.  It is a small pain not having it directly on the Customer itself so we created a mod that makes it look like it is a field on the Customer when in reality it is not.

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    Jason Wilder
    Senior Application Developer
    Stonewall Kitchen
    York ME
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  • 5.  RE: Avalara sales tax

    GOLD CONTRIBUTOR
    Posted Jun 19, 2020 08:59 AM
    The entity use code is located in Avatax-Utilities-Entity/Use Code Mapping.  There you can assign it to a customer.



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    Patti Parrish
    Finance Project Manager
    EthosEnergy Power Plant Services
    Alpharetta, Ga
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  • 6.  RE: Avalara sales tax

    SILVER CONTRIBUTOR
    Posted Jun 19, 2020 09:56 AM
    Edited by Alan Hyde Jun 19, 2020 10:05 AM
    I was under the impression that the Entity Use Code could be changed on a sales order for a particular transaction.  Not so?
    Thank you!

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    Alan Hyde
    Controller
    National Azon
    Troy MI
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  • 7.  RE: Avalara sales tax

    GOLD CONTRIBUTOR
    Posted Jun 19, 2020 10:55 AM
    I don't see on the sales order header or lines.   Would there be a reason why you would change for a customer?

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    Patti Parrish
    Finance Project Manager
    EthosEnergy Power Plant Services
    Alpharetta, Ga
    ------------------------------



  • 8.  RE: Avalara sales tax

    SILVER CONTRIBUTOR
    Posted Jun 20, 2020 04:23 PM
    We are trying to learn the options available for changing exempt status.  For example, a customer who is normally exempt because they are a reseller may occasionally buy an item that is for their internal use and is therefore taxable.
    Since my last post, I have seen in our Avalara/NAV test company that the Lines FastTab on a Sales Order has an "Avalara Functions" dropdown arrow, where you can choose Tax Override or Entity Use Code.

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    Alan Hyde
    Controller
    National Azon
    Troy MI
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  • 9.  RE: Avalara sales tax

    Posted Nov 16, 2020 06:24 PM
    Edited by Jeff Cooke Nov 16, 2020 06:25 PM
    Alan,

    I'm looking for sales tax software, looks like you just implemented Avalara which is one of the companies I've had a demo and have been quoted.  Could I give you call sometime to discuss how it's going for you?

    Thanks,

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    Jeff Cooke
    Controller
    Power Service Products
    Weatherford TX
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  • 10.  RE: Avalara sales tax

    SILVER CONTRIBUTOR
    Posted Nov 17, 2020 08:48 AM
    Yes, you can call me at 248-808-6786.

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    Alan Hyde
    Controller
    National Azon
    Troy MI
    ------------------------------



  • 11.  RE: Avalara sales tax

    SILVER CONTRIBUTOR
    Posted Nov 18, 2020 09:05 AM
    Jeff,

    Another solution to consider when investigating is Vertex Inc.

    A solid solution that has many capabilities others don't.  Along with a fixed pricing model - the smaller companies pay less for the services than larger companies as an example.  It's budget friendly.

    I've also finding to save a ton of money / headaches if you sell non-taxable products or have a lot of items on an invoice.  It's simply one price and you don't have to worry about what it will cost in those cases.

    Here's the contact I work with there:  ann.demilio@vertexinc.com

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    Kim Peterson
    Founder
    Dynamics Connections
    Battle Lake MN
    Kim@DynamicsConnections.com
    701-261-7307
    ------------------------------



  • 12.  RE: Avalara sales tax

    Posted 12 days ago
    Nice Explain to Tax services, but Generally, Income tax in the UK is the tax where deductions are made at source, which means at the point where income is credited but not transferred to the concerned person and is thus, also known as tax deducted at source. Visit for more information: https://theangeltrust.com/know-about-the-income-tax-in-the-uk/

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    john petanov
    https://www.google.com/
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  • 13.  RE: Avalara sales tax

    NAVUG ALL STAR
    Posted 11 days ago
    Morning All,

    If one is looking for a Sales Tax solution, US or VAT, I would look at the three players in the NAV/BC space:

    1. Wolters Kluwer (old CCH renamed)
    2. Avalara
    3. Vertex

    Each have the functionality and I think it boils down to pricing, will they do the filings for you, international footprint (VAT) and how they work with Tax Exemption Certificate storage. The last is not critical. I have implemented the #1 and #2 over the last 12+ years.

    Happy evaluation.
    Thanks,
    Steve​​

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    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
    ------------------------------



  • 14.  RE: Avalara sales tax

    GOLD CONTRIBUTOR
    Posted 11 days ago
    We've been using Avatax for years but just recently needed to implement a special use tax code.  We found Entity Use Tax code in Nav 17 on the Avatax Configuration page.   You enter the customer, ship-to if applicable, and entity use code.  Seems to be working well.






    ------------------------------
    Patti Parrish
    Finance Project Manager
    EthosEnergy Power Plant Services
    Alpharetta, Ga
    ------------------------------



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