The Tax Tables in RemoteDesk can support most Great Plains Dynamics tax calculations. The following describes how taxes in RemoteDesk and Dynamics are setup to be compatible.
1. In Dynamics, taxing authorities or government taxing boards are defined by Tax Details. In RemoteDesk they are represented as Jurisdictions. RemoteDesk can support up to five jurisdictions or Tax Detail IDs from Great Plains Dynamics.
Example - The Tax Detail Maintenance screen selected from Great Plains Dynamics tax setup menu shows a single tax detail. As an example from the Lesson Company, there is a Tax Detail ID code "CANGST-PSTNO" with the description"GST". The description "GST" must be identical to a jurisdiction entry in the RemoteDesk Tax Table called GST. See the following Tax Table screen example.
2. In Dynamics each customer or inventory item can have a Tax Schedule ID associated with the record. In RemoteDesk these schedules are called Tax Statuses. RemoteDesk can support up to ten tax statuses.
Example - On the Dynamics Tax Schedule Maintenance screen it shows all of the Tax Detail IDs that have been defined. You can create a Tax Schedule ID of two Tax Details, GST and PST for example. The Tax Schedule description can be "PST & GST".This relates to a Tax Status description in RemoteDesk. See the Tax Status from the following tax table screen.
The following is a Tax Table screen example;
Automatic tax relationships:
To ensure that RemoteDesk picks up the correct tax information from your Great Plains Dynamics database, you must ensure that the RemoteDesk Tax Table is setup prior to importing any customer or item information.
The descriptions of the 5 tax Jurisdictions in RemoteDesk must match the Dynamics Tax Detail descriptions you are using.
Up to ten Dynamics Tax Schedules descriptions must match the Tax Statuses in RemoteDesk. When item and customer master records are imported from Great Plains, the correct tax information will be kept for each record. If a Great Plains Tax Schedule for a customer is not matched to a RemoteDesk Tax Status then the customer record is set to "No taxes". You can change this later in RemoteDesk Customer/Ship-to Maintenance.
Tax Calculations
RemoteDesk calculates taxes based on a "percentage of sales" or a "percentage of sales plus taxable taxes" and rounded up to the nearest "0.001". The resulting totals are truncated to two decimal places.
Taxable Taxes
The order in which taxable taxes are defined in RemoteDesk Jurisdictions is important for the overall tax calculations to be correct. For example, taxable taxes must be defined first in the list of Jurisdictions so that following Jurisdictions can tax them.
For example:
GST (taxable)
PST (non-taxable)This will tax the sales amount plus GST.
