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gptip42day - How Sales Taxes are Calculated in GP http://gp2themax.blogspot.com/2009/12/gptip42day-how-sales-taxes-are.html
As a follow-on to last week's article on Shipping Methods and Types, here, explained in excruciating detail, is GP sales tax calculation logic.
When the system calculates tax on a sale or purchase transaction, it compares the tax schedule assigned to the customer or vendor, as well as the tax schedule assigned to the sale or purchase transaction and any freight and miscellaneous charges. The system checks for details that match between the customer or vendor and the sale or purchase amounts. Taxes are calculated only for the details that match.
If you change the Shipping Method for a transaction, taxes are automatically recalculated. When the Shipping Method is Pickup, the tax schedule for the vendor is compared to the tax schedules for the items. When the Shipping Method is…
Posted by Frank Hamelly, MCP-GP, MCT, MVP
gptip42day - Tax Details vs. Tax Schedules - It Taxes My Mind http://gp2themax.blogspot.com/2009/09/gptip42day-tax-details-vs-tax-schedules.html
This topic can be a user confuser so let's make it simple. For example, here in the Sunshine State (FL), the state sales tax is 6%. Most counties and some municipalities also impose a local sales tax. These two components of sales tax are each considered a 'Tax Detail' in GP-speak. The combination of two or more tax details is called a 'Tax Schedule'. The importance of Tax Details and Tax Schedules comes down to accurate, detailed reporting to the taxing authorities.
Tools>Setup>Company>Tax Details
* click image to enlarge
When setting up Tax…
Posted by Frank Hamelly, MCP-GP, MCT, MVP
Sales Tax Simplified http://dynamicsgpland.blogspot.com/2009/08/sales-tax-simplified.html
Posted by Christina Phillips
gptip42day - Clarifying 'Shipping Method' in Sales Tax Calculations http://gp2themax.blogspot.com/2009/12/gptip42day-clarifying-shipping-method.html
When calculating sales tax on either sales transactions or purchase transactions, GP relies on the Shipping Method to determine the sales tax rate applied to the transaction. Key to determining the tax rate used is the Shipping Type selected in Shipping Methods Setup.
Tools>Setup>Company>Shipping Methods
* click image to enlarge
Note the Shipping Type. If Delivery is selected as the Shipping…
Posted by Frank Hamelly, MCP-GP, MCT, MVP
Shipping Methods and Sales Tax Calculations http://mohdaoud.blogspot.com/2009/12/shipping-methods-and-sales-tax.html
Frank has another great article about the effect of Shipping Method on the sales tax…
Posted by Mohammad R. Daoud
Sales Taxes, Not so Difficult http://www.rosebizinc.com/gpblog/2009/07/sales-taxes-not-so-difficult.html
Most Dynamics GP users I talk with, complain about the sales tax functionality. They say it's difficult to set up and maintain. I don't necessarily agree.
I just updated the new tax rates effective in California as of July 1, 2009. Because I had setup the taxes using Tax Schedules that contain individual Tax Details to represent the different taxing agencies, all I had to do was update…
Dynamics GP Use Tax http://msdynamicsgp.blogspot.com/2009/03/dynamics-gp-use-tax.html
Posted by mpolino@gmail.com (Mark)
Mark Polino on Use Tax and Microsoft Dynamics GP http://dynamicsgpblogster.blogspot.com/2009/03/mark-polino-on-use-tax-and-microsoft.html

Use tax is one of those things that many companies using Microsoft Dynamics GP immediately resort to third-party solutions without really considering the systems out-of-the-box capabilities. The reasons may be various, among them, a lack of…
Posted by Mariano Gomez
Modify Sales Tax Schedule Report http://www.rosebizinc.com/gpblog/2009/04/modify-sales-tax-schedule-report.html
I had the honor of updating the sales tax rates in our GP system following the 4/1/09 changes in CA. The existing Tax Schedule report was not useful to me because I had set up the sales tax function in GP to make good use of the Tax Details; so that a typical tax schedule will have 3 - 5 tax details in it. I quickly modified the report to show the tax…
Witholding Tax Currency Limitation http://dynamicsgp.wordpress.com/2009/08/02/witholding-tax-currency-limitation/
The witholding Tax functionality originally designed for Australian Pay as you Go Tax collection is applicable to Irish companies operating Witholding Tax in Ireland. However, it will not operate with non functional currency transactions. This became…
Posted by istewart
Weekly Dynamic: Tax Date on Transactions http://msdynamicsgp.blogspot.com/2009/08/weekly-dynamic-tax-date-on-transactions.html
Another nice feature that is NOT enabled by default is the ability to add a tax date to a transaction. Perhaps the nature of the transaction is that the sales tax actually belongs in…
Dynamics GP and Taxes http://msdynamicsgp.blogspot.com/2008/11/dynamics-gp-and-taxes.html
Posted by noreply@blogger.com (Mark)
Setting a Tax Class on a Product http://vstoolsforum.com/blogs/aspdotnetstorefront/archive/2008/02/07/setting-a-tax-class-on-a-product.aspx
1. Select the Product Manager from the Products drop down.

2. Expand the first Occasion.

3. …
Posted by corey
Code to display tax schedules http://vstoolsforum.com/blogs/dynamicsgp/archive/2010/07/20/code-to-display-tax-schedules.aspx
I recently had to do some work against tax schedules at a client, I needed to quickly see the tax schedules. Here is code to display the tax rate for one tax schedule, and for all of them.
The result will look something like this:

To get one tax schedule, I wrote a function:
-- =============================================
--…
Posted by steve gray