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Sales Tax in multi company environment

  • November 27, 2024
  • 2 replies
  • 58 views
debbiereed72
Varsity I
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Does anyone know of a way to manage sales tax in a multi company scenario?  

Scenario:  Shared customers (customer 123 is used by both company A and B).  Company A sells item Z to the customer - not taxable, Company B sells item Z to the same customer - it is taxable.

I've considered having multiple locations... ie: Customer would have same location, listed twice with an indicator that one location is for company A to use and the other for company B to use.  But this redundancy seems like lots of opportunity for user error.

 

Thanks!

Best answer by debbiereed72

Hi ​@bbohn  - an external provider is not an option for this client.  They are going to go with the customer locations option

Debbie Reed, W.M. Synergy

2 replies

B
Varsity II
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  • bbohn
  • Varsity II
  • December 13, 2024

How are you managing sales tax calculation?  Setting alternate taxability based on company, customer class, product class, etc. is very easy to configure with external providers such as Vertex and Avalara.  Unfortunately, I don’t know how you would do that inside Acumatica other than your suggestion.  There doesn’t seem to be an item master “sales view” per company/branch that exists in other ERP systems that you could use to control that function by company.

Chris Hackett
debbiereed72
Varsity I
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  • debbiereed72
  • Author
  • Varsity I
  • Answer
  • December 13, 2024

Hi ​@bbohn  - an external provider is not an option for this client.  They are going to go with the customer locations option

Debbie Reed, W.M. Synergy
Chris Hackett
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