GP

Tax Setup

Every company collects and pays taxes to various tax authorities. The rules and rates vary for countries, states, counties, and cities, and must be updated periodically as tax authorities change their requirements.

In the Sana webshop customers can see product prices including tax or excluding, depending on the setup.

If taxes are configured, they will be calculated and shown in the shopping cart of the Sana webshop.

Taxes are configured and calculated in Microsoft Dynamics GP.

Set up taxes in Microsoft Dynamics GP

Microsoft Dynamics GP uses tax schedules and tax details to calculate taxes.

Tax details - identify specific taxes, their rate of taxation and the taxing authority to whom taxes must be paid.

To set up tax details, click: Administration > Setup > Company > Tax Details.

Tax schedules - provide a method of grouping the tax details that apply to companies, items, customers, or vendors.

To set up tax schedules, click: Administration > Setup > Company > Tax Schedules. Before setting up a tax schedule, all tax details you will use in the tax schedule should be already configured.

For more information about how to set up taxes, refer to the official Microsoft Dynamics GP Guide: System Setup.

In Microsoft Dynamics GP you can set up whether an item is taxable and a customer is liable to taxes or exempt from tax. This can be set up by assigning the appropriate tax schedule and tax details to an item and a customer.

To assign the tax schedule to the customer:

Step 1: Open the Customer Maintenance window and select the necessary customer.

Step 2: Use the Tax Schedule ID field to assign the tax schedule to the customer. If this field is empty, the tax will not be applied to the customer.

To assign the tax schedule to the item:

Step 1: Open the Item Maintenance window and select the necessary item.

Step 2: Select the necessary option in the Sales Tax Option field. Three options are available:

• Taxable - if you select this option, you should also select the Tax Schedule ID to calculate taxes for the item. The tax schedule with tax details assigned to the item will be compared to the tax schedule ID and tax details assigned to the customer. When a customer places an order in the Sana webshop, taxes are calculated for the customer when there is a match between tax details assigned to the item and tax details assigned to the customer. If there is a match between multiple tax details assigned to the item and customer, all concurrent taxes will be applied. If there is no match, taxes will not be applied to the sales order.
• Nontaxable - no taxes will be calculated, even if the customer is liable to taxes.
• Base on customers - the tax details from the tax schedule assigned to the customer will be used to calculate taxes.

From Sana Admin you can control presentation of taxes in the shopping cart of the Sana webshop. You can set up whether to show or hide taxes in the shopping cart, and whether to show the total tax amount or all taxes applied to the sales order. For more information about how to change presentation of taxes in the shopping cart, see 'Taxes'.