零售稅核算： 準確核算來自亞馬遜和其他銷售渠道的稅費.pdf

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1、Retail Tax Accounting:Accurately Account for Taxes from Amazon and Other Sales ChannelsHatem Aboelela2Presented byHatem AboelelaERP Implementation Consultant 3AgendaIntroduction Learning ObjectivesSession OverviewBusiness ScenarioQuizQ&A|Survey CompletionSummary and Key Takeaways4CPE DisclaimerThis

2、session is NASBA-compliant,and you may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide your full name and email address when you complete a quizFailure to provide your full name and email address will result in Acumaticas inability to recognize you

3、in our reports;thus,we will be unable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying your personal details is optional.Learning Objectives6Learning ObjectivesIn this session,you will learn the following:How to manage tax calculations between Acumati

4、ca ERP and external sales platforms.What happens when orders from external systems are edited in Acumatica ERP.What happens when a customer returns one or all products from an order.How to find tax calculation discrepancies and what to do about them.Session Overview8Importance of Understanding Tax C

5、alculation from External SystemsUnderstand tax calculated by eCommerce store vs.Online MarketplaceAllow your team to investigate and correct tax issuesProvide you with more control over the tax configuration scenariosManage Tax Calculation From External Systems10Tax Calculation by External Systems D

6、ifferent Tax Calculation ProcessAmazon FBA&FBM Sales:Amazon calculates and collects the tax from the customersTax reporting and remittance conducted by AmazonShopify&BigCommerce Sales:Tax calculation manually or by external systemTax calculation based on the customer address and product categoryAcum

7、atica may recalculate the tax during the invoice creationYou are responsible for tax collection,reporting,and remittance11Amazon Tax Configuration in Acumatica ERP12Amazon Tax Configuration in Acumatica ERP13Amazon Connector Setup 14Shopify and BigCommerce-Tax Configuration15Shopify and BigCommerce

8、Connector Setup Editing Imported Sales Orders 17Editing Sales Orders Imported to Acumatica ERPAmazon OrdersAny change should be conducted from the Amazon site,so Acumatica ERP will not allow changes in the imported orders.Shopify&BigCommerce OrdersAny change in sales order from Acumatica ERP may lea

9、d to recalculation of tax,this is one of the reasons for tax discrepancy.Impact of Customer Returns on Calculated Tax19Impact of Returns on Calculated TaxReturns of Amazon OrdersAmazon will refund the customers full amount.The cost of the returned products will be deducted and shown in the following

10、 settlement report.Returns of Shopify&BigCommerce OrdersCreating refund or return from the online store will refund the tax to the customer.Commerce connector will create an RMA with the full amount including the tax.Tax Calculation Discrepancies21Reasons for Tax DiscrepanciesRecalculation of tax du

11、ring invoice creation in Acumatica ERP may lead to tax discrepancies due to:Change of the customer address(zip code,state)Tax category definitionOther reasons like installed apps in the eCommerce storeEditing imported order 22How to Investigate the Tax Discrepancy Review customer address in both sys

12、temsCheck the tax code in the online storeCreate a manual order in Acumatica ERP with the same imported values from the online store23How to Investigate the Tax Discrepancy 24How to Investigate the Tax Discrepancy Business Scenario Prevent Tax Recalculation 26Acumatica Offerings Acumatica provides t

13、he option to prevent tax recalculation during invoice creation so the tax amount in the invoice will match the tax calculated by the online store.27Use Case:How to Prevent Acumatica from Recalculating TaxSeveral customers have lodged complaints with Company SweetLife,pointing out discrepancies in th

14、e tax calculation between their Shopify orders and the invoices sent to them via email by Acumatica ERP.To address this issue,the company is keen on generating invoices in Acumatica ERP that reflect the exact tax amounts calculated by Shopify.28Solution How to Prevent Tax RecalculationYou can stop A

15、cumatica ERP from recalculating the tax during the creation of sales invoice by marking the field“Disable Automatic Tax Calculation”from the Order Types Screen.You can select this option for the sales order type used to import the online store sales29Benefits and ConsiderationsPreventing Acumatica E

16、RP from recalculating the tax is a good option to have consistency of the tax calculated from your online store and the created invoice;however,using this option will allocate all the tax related to this invoice in the first shipment in case you are shipping this order in multiple shipments.QuizQuiz

17、Scan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.32Quiz ExplanationQ:For sales on Amazon,which system or systems calculate,collect,and remit tax?A:Tax is calculated,collected,and remitted by Amazon.QuizScan the

18、 QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.34Quiz ExplanationQ:How do you prevent tax recalculation for sales orders imported from external e-commerce stores?A:You select the Disable Automatic Tax Calculation che

19、ck box on the Order Types(SO201000)form for the order type used for imported orders.35Keep in touch!No Reliance This document is subject to change without notice.Acumatica cannot guarantee completion of any future products or program features/enhancements described in this document,and no reliance s

20、hould be placed on their availability.Confidentiality:This document,including any files contained herein,is confidential information of Acumatica and should not be disclosed to third parties.Kwiat 18K Diamond Pendant NecklaceSaddleback Leather Flight Bag BriefcaseWe want your feedback.Q&AEvery surve

21、y completed=an entry to win!Clive Coffee Lucca A53 Mini V2Espresso MachineComplete a survey in the Summit app for an entry to win one of these awesome customer prizes!Hatem AboelelaHSession Summary37Conclusion and Key Takeaways Make sure to use the same item category in the commerce store and Acumat

22、ica to avoid any tax deficiencies.Acumatica will automatically recalculate the tax during the invoice creation,but you can prevent the recalculation of tax by marking Disable Automatic Tax Calculation from the sales order types screen.Most issues can be investigated by creating a manual sales order in Acumatica to simulate the imported order.