KampData Tax Engine

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KampData Tax Engine

Tax Engine Product Description

The KampData Tax Engine™ is a plug in product that brings sales tax related features to other applications. If you create or are able to modify an order entry application that integrates with Microsoft Dynamics® GP, you can enable the KampData Tax Engine features in that application.

The tax engine is a .NET DLL written in C# that presents an Application Programming Interface (API) which allows its features to be utilized inside other .NET and/or COM enabled applications.

Free Version

The KampData Tax Engine Lite™ is available free of charge. The lite version provides a subset of the features contained in the full version of the KampData Tax Engine ™.

Tax Engine Features

Features enabled in the KampData Tax Engine Lite™ include:

IV Site: The tax engine supports Pickup/Delivery Shipping Types. For sales transactions, the IV Site is the tax location for Pickup shipping types and the ship-to address is the tax location for Delivery shipping types. For purchase transactions, the opposite is true under the assumption that the taxable location is the place that you take possession of the goods or services.

Tax Calculation: The tax engine calculates sales and use tax. The Microsoft Dynamics GP tax details and tax schedules can be utilized by the tax engine for this purpose.

Transaction History: The tax engine can save complete tax history from the tax calculation process providing a solid basis for tax reporting.

Tax Reports: The tax engine includes comprehensive and flexible tax reporting options.

Additional features enabled in the full version of the KampData Tax Engine™ include:

Zip Addressing: Send the KampData Tax Engine a valid ZIP Code and it will return the default city, county, and state for that ZIP Code. The KampData Tax Engine also makes available array lists of valid city, county, and state choices for that ZIP Code.

Tax Schedule Selection: Based on the city, county, state, and ZIP Code selected, The KampData Tax Engine will provide the default tax schedule ID, description, and initial tax rate. Tax schedule selection can be further controlled by specifying taxable/exempt and in/out of city limits.

Customer Tax Location: The tax engine checks the customer tax location table to see if the customer is taxable or exempt in the tax location.

Item Tax Location: The tax engine checks the item tax location table to see if the item is taxable or exempt in the tax location.

Tax Matrix: The tax engine automatically assigns each line-item’s tax schedule using any or all of the following: tax location (state, county, city, city limits and tax district), inventory site, item category & subcategory, customer category & subcategory, and special option. The resulting tax calculation can be further controlled as to percent taxable for the overall tax schedule or for specific tax details. Tax exemptions can also be managed using the tax matrix.

Sample applications are included with The KampData Tax Engine. The C#, Visual Basic, and Dexterity code for these sample applications is included in the help file.

Requirements

Microsoft Dynamics GP (R8 or later): The KampData Tax Engine is not a standalone application. Microsoft Dynamics GP (R8 or later) is required. The KampData Tax Engine works only with Microsoft Dynamics GP (R8 or later) running on SQL Server or MSDE.

Programming: The tax engine must be integrated with your purchase or sales entry application, so programming is required.

DynamicZip: While not required, DynamicZip is a great compliment to the tax engine and highly recommended if you are liable for tax in multiple jurisdictions or could benefit from other DynamicZip features.

ZIPsales Database: The KampData Tax Engine and/or DynamicZip do not provide the ever changing sales and use tax rates. A subscription to the CCH ZIPsales™ Database can be purchased separately as the source of the sales and use tax rates used by the KampData Tax Engine and DynamicZip. To utilize the ZIPsales Database, you will need DynamicZip to import it into Microsoft Dynamics GP. DynamicZip sets up and maintains the standard sales and use tax rates throughout the United States, its possessions and Canada based on the information contained in the ZIPsales Database. Alternately, the tax details and schedules can be created and maintained manually from within Microsoft Dynamics GP.

Schedule Selection Process

The KampData Tax Engine uses the following process to determine sales and use tax:

Each sales transaction is first assigned the tax schedule specified in Customer Address Maintenance if the shipping method is a "Delivery" type or the tax schedule specified in Inventory Site Maintenance if the shipping method is a "Pickup" type. Conversely, each purchase transaction is first assigned the tax schedule specified in Inventory Site Maintenance if the shipping method is a "Delivery" type or the tax schedule specified in Vendor Address Maintenance if the shipping method is a "Pickup" type. This is an attempt to identify the "Tax Location" which is typically the Free on Board (FOB) point.
The Tax Location can then be modified if required.
Tax Matrix Setup is checked to see if tax settings have been specified for the combination of:
1. Transaction Type (sale or purchase)
2. Tax Location (geocode – this can be state, county or city)
3. City Limits
4. Tax District (used to identify a tax district that is not defined by county lines or city limits)
5. Inventory Site
6. Item Category
7. Item Subcategory
8. Customer Category
9. Customer Subcategory
10. Tax Option (used to modify the taxability of a specific item under specific conditions – for example, an item may be taxed one way when sold separately and another when combined with other products and/or services)
11. Tax Detail ID
If the transaction is taxable, the Customer Tax Location table is checked to see if the customer is exempt in the Tax Location.
If the transaction is taxable, Item Tax Location table is checked to see if the item is exempt in the Tax Location.