How to determine your tax interface setups
Distribution SX.e offers multiple options for tax calculation. The options you choose depends on your geographical location, the type of taxes you are required to collect, and whether you are using a third-party tax solution. These options are initially specified in SA Company Setup.
This matrix provides a decision-making tool to help you determine your interface and method. The x-axis shows the Tax Method options, while the y-axis shows the Tax Interface options. The x-axis also shows the tax master record required for the Tax Method selected, which is based on geographical location. The values displayed at the intersections of the options indicate the processing elements of the combinations: Tax rates, GL accounts, line-level tax information, and addon taxability. For example, if you use a third-party tax solution, that third-party calculates the tax rates.
Tax Interface |
Tax Method=SUT SASGS United States |
Tax Method=GST SASGL|SASGG Canada |
Tax Method=VAT SASGV United Kingdom|Mexico |
---|---|---|---|
System Rates |
Tax rates GL accounts Addon taxability Line-level taxes |
Tax rates GL accounts Addon taxability |
Tax rates GL accounts Addon taxability Line-level taxes |
Sovos SUT |
GL accounts Addon taxability |
GL accounts | GL accounts Line-level taxes |
Sovos GTD |
GL accounts Addon taxability |
GL accounts Addon taxability |
GL accounts Addon taxability Line-level taxes |
AvaTax |
GL accounts Addon taxability |
GL accounts Addon taxability |
GL accounts Addon taxability Line-level taxes |
Vertex Cloud |
GL accounts Addon taxability Line-level taxes |
GL accounts Addon taxability Line-level taxes |
GL accounts Addon taxability Line-level taxes |
Task | System Rates | VAT | Sovos SUT | Sovos GTD | AvaTax | Vertex Cloud |
---|---|---|---|---|---|---|
Defining your tax method and interface | Yes | Yes | Yes | Yes | Yes | Yes |
Configuring your company for tax integration | No | Yes | Yes | Yes | Yes | Yes |
Configuring table code values for tax interface | Yes | Yes | Yes | Yes | Yes | Yes |
Configuring currency for tax interface | No | Yes | No | Yes | Yes | Yes |
Configuring addons for tax interface | Yes | Yes | Yes | Yes | Yes | Yes |
Setting up a Sales Use Tax master record |
Yes | Yes | Yes | Yes | Yes | Yes |
Configuring customer records for tax interface | Yes | Yes | Yes | Yes | Yes | Yes |
Configuring warehouse records for tax interface | Yes | Yes | Yes | Yes | Yes | Yes |
Configuring product records for tax interface | Yes | Yes | Yes | Yes | Yes | Yes |
Configuring product lines for tax interface | Yes | Yes | Yes | Yes | Yes | Yes |
Configuring warehouse product records for tax interface | Yes | Yes | Yes | Yes | Yes | |
Configuring vendor records for tax interface | Yes | Yes | Yes | Yes | Yes | Yes |
Enabling the integration for tax interface | No | No | Yes | Yes | Yes | Yes |