銷售稅：揭開 Acumatica 銷售稅配置的神秘面紗.pdf

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1、Sales Tax:Acumatica Sales Tax Configurations DemystifiedOmar Ghazi2Presented byOmar GhaziSenior Product Manager-Integrations3AgendaOverviewTax Tables and Report SetupLearning Objective:Expanding into a New StateLearning Objective:Add Taxes to a Tax Category and Tax ZoneTax Report ProcessingLearning

2、Objective:Using External Tax ProvidersSummary and Key TakeawaysQ&A|Survey Completion4CPE DisclaimerThis 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 quizF

3、ailure to provide your full name and email address will result in Acumaticas inability to recognize you 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 Objectives6Learni

4、ng ObjectivesExpanding into a New StateSet up basic sales tax tables and create a simple tax reportAdd Taxes to a Tax Category and Tax ZoneUse tax categories to indicate exempt goodsUsing External Tax ProvidersConnect with external tax engines for multiple jurisdictions to keep up with changing tax

5、laws,track exemption certificates,and automate tax filings7Overview:Supported Tax Types in AcumaticaWithholding TaxSingle-point.Applies to income recipients of the income on their gross wages.Use TaxSingle-point.Applies to end consumer(self-assessed)when seller does not charge sales tax at the time

6、of purchase.VATMulti-point.Applies to end consumer and imposed on sales of goods or services at each stage of production.Sales TaxSingle-point.Applies to end consumer at the time of purchase on finished goods/services.8When to Use Internal Tax vs.Third-party Tax Integration?Acumatica Internal TaxThi

7、rd-Party Tax IntegrationRates based on custom rulesSales and use taxVATWithholding taxNexus monitoring w/automatic tax laws and rates complianceGrowing business with complex tax requirements/responsibilities9Building Blocks of Taxes in AcumaticaTax Agencies:Entities representing various tax authorit

8、ies to whom taxes are paid.Tax Reports:Documents to be filed to a specific tax agency once per reporting period.Tax Zones:Group corresponding to geographical areas and associated with customer and vendor locations.Tax Categories:Group corresponding to the type of goods or services and associated wit

9、h stock/non-stock items.Taxes:Define tax schedule,calculation method,tax rate.Build/review relationships to tax agencies,tax zones,tax categories and GL accounts.10Taxes that apply in the tax zone for all goods and servicesTax ZoneHow are Taxes Applied to Documents?Taxes that apply to the particular

10、 goods or services in all tax zonesTax CategoryTaxes that apply to the document line are particular goods or services sold or purchased in the document tax zone11Company StructureSweetLife Fruits&Jams is a midsize company located in New York City.Company consists of the following branches:SweetLife

11、Head Office and Wholesale CenterSweetLife StoreService and Equipment Sales Center12Example:Taxes Applied to an Order Tax SettingsNYSTATETAX:8.875%NYNOTAX:0.00%13Example:Taxes Applied to an Order Tax Categories14Example:Taxes Applied to an Order Item Settings15Example:Taxes Applied to an Order Tax Zo

12、ne16Example:Taxes Applied to an Order Customer Location17Example:Taxes Applied to an Order Tax Category on Document18Example:Taxes Applied to an Order Tax Zone on Document19Example:Taxes Applied to an Order Taxes on DocumentLearning Objective:Expanding Into a New State21Use Case:Expanding into a New

13、 StateWith recent successful financial growth,SweetLife Fruits&Jams has a subsidiary,Muffins&Cakes,which operates in Denver,Colorado,and provides delivery.To successfully conform to the local and state taxes,the company needs to expand the related tax processes and systems that are configured within

14、 the Acumatica ERP.As an implementor,we need to:Create a new Tax Agency for Colorado State Department of Revenue for Sales TaxesCreate and configure a tax report for Sales Taxes based on state requirement for accumulating taxesAssume we need to report:Taxable Sales,Total Tax,Exempt Sales,and Gross S

15、ales22Solution:Accumulating Taxes in Tax ReportProcess of accumulating taxes23Solution:Tax Report ConfigurationTo configure a tax report,the following is requiredto create report lines to accumulate tax or taxable amounts;to create reporting groups of input or output types and associate them with re

16、port lines;to create taxes and associate them with reporting groups.DemoQuizQuizScan 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.27Quiz ExplanationQuestion:What action do you need to perform on the Vendors(AP30

17、3000)form to indicate that the selected vendor is a tax agency?Answer:Select the Vendor Is Tax Agency check boxExplanation:In Acumatica ERP,you define a tax agency as a vendor(because you make payments to it)by using the Vendors(AP303000)form.On this form,you indicate that the vendor is a tax agency

18、 by selecting the Vendor Is Tax Agency check box,which causes the Tax Agency tab to appear on the form.On this tab,specify the specific settings for the tax agency.Learning Objective:Add Taxes to a Tax Category and Tax Zone29Use Case:Add Taxes to a Tax Category and Tax ZoneMuffffins&Cakes,which oper

19、ates in Denver,Colorado,provides delivery services that are subject to a 8.31%sales tax.While two tax categories have been already created in Acumatica ERP(TAXABLE and EXEMPT),no other tax configuration has been performed.We need to:Review tax categories and assign TAXABLE tax category to the needed

20、 non-stock item(DELIVERY).Create a tax zone for Denver,Colorado,to which we will also assign the TAXABLE category as the default tax category of the tax zone.Process AR documents with sales taxes30Tax Calculation RulesCalculation RuleFormulaExclusive line-leveltax amount=round(line amount*rate)Inclu

21、sive line-leveltax amount=round(line amount/(1+rate)*rate)Compound line-leveltax amount=round(1st level txble amount+1st level taxes)*rate)Exclusive document-leveltax amount=round(line amount)*rate)Inclusive document-leveltax amount=round(line amount)/(1+rate)*rate)Compound document-leveltax amount=

22、round(1st level txble amt+1st level taxes)*rate)31Tax Zone Default Rules in Sales OrderCustomer Location contains Tax Zone?Will Call checkbox selected?Use Tax Zone for Customer LocationUse Tax Zone for Shipping BranchUse Tax Zone for Shipping AddressYESYESNONO32Tax Zone Default Rules in AR Documents

23、Customer Location contains Tax Zone?Shipping Address contains Tax Zone?Use Tax Zone for Customer LocationUse Tax Zone for Shipping AddressUse Tax Zone for Shipping BranchYESYESNONO33Tax Zone Default Rules in AP Documents and Cash TransactionsIn AP documents and purchase orders,the system looks for t

24、he tax zone in the vendor location*.In cash transactions,the default tax zone is copied from the cash account and entry type combination.A default tax zone can be overridden,if needed.*If the Calculate Project-Specific Taxes check box is selected on the Project Preferences(PM101000)form,as the very

25、first step,the system fetches for the revenue(cost)tax zone associated with the project of the document.34Tax Categories Default Rules for All Document TypesStock/Non-stock item selected in document line?Use Tax Category for itemUse Tax Zone for Shipping BranchYESNODemoQuizQuizScan the QR code to pa

26、rticipate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.38Quiz ExplanationQuestion:What entity is used to describe geographical areas for collecting taxes?Answer:A tax zoneExplanation:In some countries,taxes and their rates are defined at

27、the federal level.In other countries,taxes are applied at multiple levels corresponding to geographical areas(federal,state,county,and municipality).The taxes that a company pays,or collects,and their rates may differ from place to place,and may be common to the same geographical area.In Acumatica E

28、RP,you can organize taxes by groups that are applicable in the same area by creating tax zones.When you create taxes in the system,you assign them to all applicable tax zones.Learning Objective:Using External Tax Providers40Use Case:Using External Tax ProvidersSweetLife Fruits&Jams has grown signifi

29、cantly.They have wholesale centers located in multiple states for quicker deliveries depending on the location where the goods are getting shipped.While the services occur in-person at the Service and Equipment Sales Center,the goods such as fruits,jams,and muffins,are sold or delivered to any US St

30、ate.Customers can be located anywhere in the US and depending on their location,the warehouse where they are shipping their goods from could differ.The company needs an automated process to quickly calculate the taxes they need to collect for each sale.DemoQuizQuizScan the QR code to participate in

31、the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.44Quiz ExplanationQuestion:Select the action that you need to perform on a documents creation form to check whether the document has any taxes applied to it.Answer:Review the Taxes tab,which displ

32、ays the taxes applied to the document.Explanation:When using an external tax provider to calculate taxes on a document,the integration automatically retrieves the taxes to display them in the Taxes tab.Each line indicates a different type of applicable tax rate for the document.Session Summary46Conc

33、lusion and Key Takeaways Acumatica allows tax calculation configuration within the system.External tax integrations are also available that work with Acumatica taxes.When configuring for internal sales tax calculations,consider:Tax Agencies(tax authorities)Tax Reports can be customized to provide ta

34、x amount or taxable amount information per the tax authorities requirementsTax Zones(customer and vendor locations)and Tax Categories(stock/non-stock items)Variety of tax calculation methods available within the systemMore complex shipping or nexus scenarios,such as different shipment origination or

35、 destination locations,or compliance and automation,consider using an external tax provider integration.47Additional ResourcesCoursesF330:Sales T T CVAT Scenarios49Output VATcalculated in AR invoices,sales orders,pro forma invoices,cash receipts,etc.tax amounts credit Tax Payable account;tax amounts

36、 are included in the tax report and must be paid to the government.Input VATcalculated in AP invoices,purchase orders,subcontracts,cash disbursements,etc.tax amounts debit Tax Claimable account;tax amounts are included in the tax report,and they can be claimed.VAT ScenariosOther Supported VAT Variat

37、ions Pending VAT,Reversed VAT,Partially deductible VAT,VAT recalculated on early payments,Direct-entry taxes50Keep 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 do

38、cument,and no reliance should 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 survey 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!Omar G