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Shopify sales tax lines import to NAV

  • 1.  Shopify sales tax lines import to NAV

    Posted 12 days ago
    How are others importing Shopify sales tax lines into NAV? We use a flat excel file and import orders to NAV daily. The items, discounts, and freight import correctly. Discount and freight lines are imported through single g/l lines. And Items through the item.

    I've been suggested these two options:
    • Send from Shopify to NAV as a total single g/l line
    • Create an item specifically for tax and it is sent from Shopify to NAV as an item number.


    Thank you.

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    Eric Lau
    Berkeley CA
    NAV 2013 R2
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Shopify sales tax lines import to NAV

    Posted 12 days ago
    Eric,
    We use 2 different third party softwares at the company I work at and we send data across to NAV2015 like you.  Ultimately, we decided to send across GL lines that code directly to our tax GL.

    However, I tried sending across proper tax entries but the third party software was not able to handle that.  By this, I mean that we flagged each line Item line, GL line, Freight line with the proper Tax Liable, Tax Area Code, and Tax Group Code setup to trigger NAV's built-in tax calculation.  This only worked if we dealt with 1 tax per invoice but ultimately we had multiple tax laws applied on a single invoice.  Things like services are non-taxable and materials/goods are taxable in this region.  But tomorrow we would have the same services that are taxable and materials/goods not taxable in a different region.

    This proved too difficult for users so we opted to just add a single GL line indicating the tax and they're happy with that.

    I hope this helps you make the right decision as everyone's situation is different.

    Jimmy

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    Jimmy Yu
    Enterprise Architect
    Step Energy Services Inc
    AB
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Shopify sales tax lines import to NAV

    GOLD CONTRIBUTOR
    Posted 11 days ago
    I am fairly certain that as past project years ago, I had to implement Avalara Tax that integrated with the e-commerce AND NAV.  I know the project had both but  cant not remember why (and if this was the reason).   I warn against Avalara tax add-on.   I hope they have pulled it together and have a better NAV/BC team.   i have not had good luck with getting support if things go wrong (which they almost always did).


    Have you considered making the tax line a Resource, where you set up "tax" as a resource.   The resource is set up with a tax group, so you can tie the resource right into the tax area and jurisdiction requirements of the company if that is necessary.

    If shopify is calculating the full amount of tax, then why would the GL account not work?  I cannot imagine how a "Tax" item would work seamlessly because Items are inventoried and this could screw your costing or simply be annoying as you would need to continuously add fake quantity.    Have you asked Shopify? they should have a suggestion.
    Are you needing to document the true tax liability for many localities?   If so, and Shopify is calculating the tax, they use a report from Shopify to find what is due to each local.

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    Jamie Constantine
    Senior Consultant
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Shopify sales tax lines import to NAV

    SILVER CONTRIBUTOR
    Posted 11 days ago
    We use BigCommerce, but I think our options will be similar.  First, if you are only charging tax for certain regions, then you can just set that up in NAV and also on your website.  When you import the orders into NAV, the import should recalculate the tax.  Since your tax rules in both places are the same, the tax amount should also be the same.  Second, if you are charging sales tax nationwide, then you probably need an integrated sales tax solution.  I'm not sure that any of them are easy to recommend.  Some are worse than others, but I haven't heard raving reviews on any of them. Your partner should be able to provide options there.  We implemented one of them.  It took way longer than expected and was painful, but once implemented, we were able to charge tax in NAV for all of the states where we have nexus (which is a long list thanks to the Wayfair.com ruling).  Using the API or a plug-in on your website, you can charge the same tax rates there, too.  The only trick (at least with our system) is that the product tax codes live in NAV, so you will have to import those to your website as well and keep them up to date.  If you already have a product import function, you can just add that field to the data that you are sending to the website.  The benefit to this solution is that NAV remains the single source of truth for tax, and tax is calculated and stored in NAV as it was meant to be done, rather than using workarounds.

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    Angela Dunnahoe
    Marucci Sports
    Baton Rouge LA
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Shopify sales tax lines import to NAV

    Posted 7 days ago
    Thank you Jimmy, Jamie, and Angela for your response and how you handled the integration. I'll share and discuss with my team. Thank you again.

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    Eric Lau
    Berkeley CA
    NAV 2013 R2
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    Academy - Online Interactive Learning from Experts


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