Andrew Karasev

Dynamics GP Great Plains Sales Tax Tracking Notes for Consultant

In Microsoft Dynamics GP, formerly known as Great Plains Dynamics and eEnterprise, when you are launching it in production for the first month, Sales Tax accruals, accurate reporting is essential.  Plus you would probably like to make corrections in SOP and RM transactions to secure future State Sales Tax Audit to be smooth.  

If your company is mid-size or large business, we suggest you to recheck your Sales Tax obligation and its sources on the SQL back end, or in other words through SQL custom queries.  Let’s look into some Tax Details in this small publication:

1.       Shipping Methods check.  If you are shipping your goods to customer Ship to address, please verify that you have these customer addresses setup with shipping methods with Delivery option.  If you will have Ship to address to use pickup shipping method, Sales tax will be calculated for your pickup company warehouse.  If you will have Shipping method left empty, sales invoice will be considered as non taxable, as there is no way to understand if it is pickup or delivery

2.       Querying your first month Sales Tax amounts.  If you originate your transactions in both Sales Order Processing and Receivables Management modules, then you should look on the RM tables level, the table name is RM20101.  SOP transactions, such as Invoices, Returns will be posted through RM module and you will see shadow records in RM20101 from the transactions, posed in SOP30200 table

3.       Voiding RM transactions.  In Great Plains Dynamics GP you can void RM transactions, in the case of invoices, you will need first to unapply payments and then RM invoices might be voided in RM and General Ledger.  However this voiding procedure doesn’t void SOP Invoices, if transaction was originated in Sales Order Processing

4.       How to fix your first month.  If Sales Taxes were not accrued due to the issues described above, we recommend you to unapply payments, then void AR level invoices, reenter AR invoices and reapply payments.  Be sure that you post newly entered AR invoices by the original posting date

5.       Sales Tax calculation in the first month of operations is painful and often annoying, please feel free to call us to get help

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