Sales Tax Calculation

eagle_eye · 2012-11-02

I have a client who needs to calculate Sales Tax based on the Location from which good are shipping.

So Location Code + Sales Tax Area + Product Group + Tac liability = tax %

I am assuming this is not something that works out of the box? Is that correct?

ara3n · 2012-11-02

I don't know which country you are from. But NA version of NAV handles this fine.

eagle_eye · 2012-11-02

OK ...

where might that be set up.

So, if I select Location Code A on the Sales header (or line) it should calculate one way and when i select Location Code B on the sales header or line it should calculate another way?

ara3n · 2012-11-02

You didn't answer if you had a North American database.

Anyways....

On the Shipto Location you need to specify the Tax Area Code and Tax Liable flag.

You will need to setup the Tax Area Code with Tax lines.
The tax lines then in conjuction with tax group code (from item table) Will need to specify the rate..

There is documentation on Partnersource on how to setup Sales tax.

eagle_eye · 2012-11-02

I am using US/North America NAV.

I understand the Ship To ... that is not what I am looking for.

Tax in this scenario is also based on the origin.

Meaning ...

If the location (Location Code) I am shipping from is Dallas and I am shipping to Houston - that is one rate
If the location (Locatiom Code) I am shipping from is Houston and I am shipping to Houston - that is another rate.

ara3n · 2012-11-02

You'll have to create multiple tax area codes for all those From-to location. You'll need a setup table or use Routing and add a field for Tax Area code.
Then make a modification on sales line to default to the tax area code based on routing table.

eagle_eye · 2012-11-02

Thanks. I figured I would have to cut it open for this requirement.

Sales Tax Calculation

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