CCH® SureTax® for Microsoft Dynamics Great Plains Technical Guide

Updated: July 24, 2024

Installation and Configuration

Welcome to CCH SureTax for Microsoft Dynamics GP

CCH SureTax for Microsoft Dynamics GP is a plug-in for Dynamics GP that helps you accurately calculate sales tax for purchases in the United States and Canada.

  • The Sales component works with the Sales module of Dynamics GP.
  • The Purchasing component works with the Purchasing module of Dynamics GP.
  • The Project Accounting component works with the Project Accounting module of Dynamics GP.
  • Supported industries: General Sales, Communications, and Energy.
  • Supported version: Microsoft Dynamics GP 2016 R2.

Scope of this Guide

This guide provides guidance for staff members who work with installing and configuring this plug-in with Microsoft Dynamics GP.

Please view the User Guide for more details on use and functionality of the CCH SureTax plug-ins.

However, the guide does not contain detailed technical specifications and is not a substitute for the expertise of your CCH Training and Consulting representative or a Microsoft Dynamics GP specialist.

Conventions Used in this Guide

To help you locate and interpret information, consistent visual cues and a standard vocabulary are used throughout this guide. These conventions are described below.

  • Bold facing is used in procedures to indicate a specific item in the program that you must select, enter, or otherwise act upon. For example: Click Finish to exit the wizard.
  • The greater-than symbol (>) is used to indicate the sequence of menus or folders to navigate through to reach a particular location. For example: Select Additional Information > CCH SureTax Tax Display.
  • To distinguish between the subparts that make up the SureTax plug-in and Microsoft Dynamics GP, different labels are applied to these items. The word "component" is used to identify subparts of the SureTax plug-in, while the word "module" is used to describe subparts of Microsoft Dynamics GP.  

CCH SureTax Prerequisites and Configuration

For the plug-in to function correctly, you must have the following:

  • You must have a valid client number and validation key for CCH SureTax V07 (Calculation) and CCH SureTax Data API enabled for your account.
    • Endpoint URLs for CCH SureTax V07 and Data API.
      • The URL for CCH SureTax will typically look like the following:
        • https://<hostname>/Services/V07/SureTax.asmx
      • The URL for CCH SureTax Data API will typically look like the following:
        • https://<hostname>/v01/
      • Client Number and Validation key are typically identical for both of the above.
      • Please contact your CCH SureTax representative for any questions.
  • From the CCH SureTax portal (you can get your login and URL from your CCH SureTax representative), you must do the following:
    • Nexus Configuration
    • SKU/Product mapping setup
      • At a minimum, we recommend that you create a SKU mapping to act as your default SKU mapping, which allows you to use unmapped SKUs with the following:
        • SKU / Product Value = -1
        • Customer Type = 99 – Default
        • Regulatory Code = 99 – Default
        • Transaction Type Code can be set to the default product you want to use (for example, 990101 - General Sales)

Note: For more information on how to create and configure the account, nexus, and SKU mapping within CCH SureTax, please refer to the CCH SureTax for Microsoft Dynamics GP User guide.

Installing CCH SureTax for Dynamics GP

The following section includes instructions for installing the following CCH SureTax for Microsoft Dynamics GP plug-in component.

  • Sales. This component allows you to manage your sales tax compliance for accounts receivables (Sales).
  • Purchasing. This component allows you to manage your sales tax compliance for accounts payables (Purchasing).
  • Project. This component allows you to manage your sales tax compliance for sales and Purchases in the Project module of Dynamics GP.
  • The plug-in components have their own installers:
    • They can be purchased and installed independently.

Note: .NET framework version 4.5.1 or later is required to install CCH SureTax for Dynamics GP.

Running the Installers

We recommend that you completely install each installer in the following order if the Project Account Plug-in will be used.

  1. Sales Plug-in (can be installed individually)
  2. Purchasing Plug-in (can be installed individually)
  3. Project Accounting Plug-in (this component requires the above two plug-ins)
  4. Note: The User Guide has more details for this section

User Security Tasks & Security Roles

Security tasks and roles for the plug-in forms are created when Dynamics GP is launched for the first time after installing the plug-in. Security tasks and roles allow you to assign user permissions for various parts of the plug-in.

To view the security tasks, select Microsoft Dynamics GP > Tools > Setup > System > Security Roles > Role ID Lookup.

CCH SureTax Basic Setup

Please view the user guide for details on this section.

CCH SureTax Support for Single Schedule Tax Calculation

Single schedule tax calculation is supported for each CCH SureTax plug-in installed on your computer.

Enable single schedule tax calculation by selecting the Single Tax Schedule option in CCH SureTax Basic Setup.

If enabled, the SXALL tax schedule will be used for all modules enabled and supported by the CCH SureTax plug-in (Sales, Purchasing, and Project Accounting).

CCH SureTax Data Exchange Setup

The CCH SureTax Data Exchange Setup form contains settings that can be configured at the company level. To configure settings for the CCH SureTax Data Exchange Setup form, do the following:

  1. Open CCH SureTax Card > Open CCH SureTax Data Exchange Setup form.
  2. Select Transaction Type.
    • If you installed CCH SureTax AR plugin, then you can set up the data exchange parameters for
      • Sales Transactions Then Select Line Type from one of the below
        • Line Item
        • Freight
        • Miscellaneous
    • If you installed CCH SureTax AP plugin, then you can set up the data exchange parameters for
      • Purchase Order Entry
      • Receiving Transaction Entry
      • Returns Transaction Entry
      • Purchasing Invoice Transaction Entry
      • Payables Transaction Entry Then Select Line Type from one of the below
        • Line Item
        • Freight
        • Miscellaneous
    • If you installed CCH SureTax PA plugin, then you can set up the data exchange parameters for
      • Billing Entry Then Select Line Type from one of the below
        • Fee
        • Time and Materials
        • Progress Billing
        • Freight
        • Miscellaneous
      • Employee Expense Entry Then Select Line Type from one of the below
        • Line Item
        • Freight
        • Miscellaneous
      • Returns from Projects Then Select Line Type from one of the below
        • Line Item
  3. For the below parameters you can select Table Name, Column Name or Manual Text Entry.
    • GL Account
    • Cost Center
    • Material Group
    • Parameter1
    • Parameter2
    • Parameter3
    • Parameter4
    • Parameter5
    • Parameter6
    • Parameter7
    • Parameter8
    • Parameter9
    • Parameter10
    • UDF1
    • UDF2
  4. If you do not want to setup these data exchange parameters for a given parameter, then leave the table name for the given parameter at empty.
  5. The parameters which are set here, will be sent to CCH SureTax in respective transaction tax calculation calls.

CCH SureTax Sales Plug-in Setup

Before using the Sales component of the Sales plug-in, you must configure the options in the Sales component after you complete the Basic Setup from above.

Configuring CCH SureTax Sales Setup

The CCH SureTax Sales Setup form contains settings that can be configured at the company level. To configure settings for the CCH SureTax Sales Setup form, do the following:

  1. Open CCH SureTax Card > Open CCH SureTax Sales Setup form.
  2. Enable CCH SureTax Calculation. When this option is selected, CCH SureTax processing is enabled by default for transaction lines in the GP Sales module. If it is not selected, then Dynamics GP sales tax processing is used by default. This option can be overridden for individual lines (and the Header level) as needed.
  3. For the Update Order Lines selection, select Never, Always or Prompt. This determines when to update transaction lines for an order/invoice when a header level setting is updated.
  4. Select a Stocking Unit Preference:
    • Transaction Type Option. You can select an option to indicate whether the Stocking Keeping Unit or Transaction type code field will be sent as the SKU to CCH SureTax:
      • Transaction Type Code can be configured at the Item or Class level via Item Maintenance and Item Class Setup forms. If you select Transaction Type Code, in Dynamics GP you should map your Item IDs or Class IDs to Transaction Type Codes (depending on the below setting).
      • If SKU is selected, you must map your SKUs in CCH SureTax (via the CCH SureTax portal).
    • SKU Option. You can select an option to indicate whether Item ID or Item Class ID will be sent as the SKU to CCH SureTax. For example, if you have a Class for Clothing, then you can just map this SKU or map a Transaction Type Code to this, instead of creating mappings for every single Item.
    • If Transaction Type Option "SKU" is selected, then you must create SKU mappings for "Freight" and "Miscellaneous" in the CCH SureTax portal, because these are the SKU names used for them in CCH SureTax calculation.
  5. The Order Defaults section contains all defaults used for orders/invoices and transaction lines:
    • Tax Exemption Code. Example: 00 – No Exceptions.
    • Regulatory Code. Example: 99 – DEFAULT.
    • Sales Type Code. Example: Retail.
    • Transaction Type Code. Select the most frequently used Transaction Type Code for your business. Example: "990101 - General Sales."
    • Freight Trans Type Code. This will be used for the Freight line in orders/invoices. Select the proper Transaction Type Code for freight used by your business.
    • Miscellaneous. This will be used for the Miscellaneous line in orders/invoices. Select the proper Transaction Type Code for your business.
    • Unit type Code. Select 00 for General Sales. Other values can be selected for Communication and Energy. This is configured at CCH SureTax Sales/Purchasing Setup, Item/Item Class/Cost Category/Cost Category Class settings.
    • Tax Situs Rule, Freight Tax Situs Rule, Miscellaneous Tax Situs Rule. Select 22 for General Sales. Select 07 for Communication and Energy. Other Tax Situs Rules are currently not supported. This is configured at CCH SureTax Sales/Purchasing Setup, Item/Item Class/Cost Category/Cost Category Class settings.
  6. Make a selection for Skip Finalizing in CCH SureTax when Batch Posting. When this option is selected, processing (posting) of batches in Dynamics GP will not finalize (post) invoices CCH SureTax.
  7. Select Disable Automatic Calculations if you want to lower your usage of CCH SureTax calculation web service. If you do not select this option, any relevant change in a supported forms will perform tax calculation using CCH SureTax.
  8. Select Return Only Sales Tax if you want CCH SureTax to only calculate sales tax for your tax calculation requests.
  9. Select Exempt Customer with Tax Registration Number if you want CCH SureTax tax calculations to fully exempt any customer with a Tax Registration Number set.
  10. Select Calculate tax before Trade Discount is applied if you want CCH SureTax tax calculation to calculate tax on gross amounts before applying Trade Discount. The default behavior is to apply Trade Discount before sending gross amounts to CCH SureTax tax calculation.
  11. Select Customer ID Option (Optional) if you want to send Customer’s Billing Address ID as customer ID to SureTax.
  12. Click OK to save the options on the CCH SureTax Sales Setup form.

Configuring Dynamics GP Settings for Sales

The following Dynamics GP settings affect tax calculation:

  1. Select Header Menu > Microsoft Dynamics GP > Tools > Setup > Company > Company. The Company Setup Options page displays.
  2. Select Calculate Terms Discount Before Taxes to discount your line items, freight, and miscellaneous when CCH SureTax calculates taxes for an order/invoice.
  3. Select Sales > Setup > Sales Order Processing > Options.
  4. Select Base on customers for the Tax Options for Non-Inventory Items, Freight, and Miscellaneous to use CCH SureTax calculations.

Configuring CCH SureTax Customer Settings

The CCH SureTax Customer Settings form is used to modify customer settings associated with a customer. These take precedence over order defaults set in CCH SureTax setup.

  1. Go to Customer Maintenance > Additional > CCH SureTax Settings.
  2. Configuring the following settings:
    • Regulatory Code
    • Tax Exemption Code
    • Sales Type Code

Configuring CCH SureTax Customer Address Settings

  1. Go to Customer Address Maintenance > Additional > CCH SureTax Settings.
  2. Enable or disable CCH SureTax calculation for customer addresses.

Configuring CCH SureTax Shipping Method Settings

The CCH SureTax Shipping Methods Settings form is used to modify the shipping method settings used by CCH SureTax calculation.

  1. Go to Shipping Methods Setup > Additional > CCH SureTax Settings.
  2. Select the following options:
    • Common Carrier (this can be left blank; it will use the Default)
      • Yes / No (Default is Yes)
    • Freight On Board (this can be left blank; it will use the Default)
    • Destination (default)
      • Origin

Configuring CCH SureTax Header Settings

The CCH SureTax Header Settings form (available in every supported Sales form) is used to modify settings used for CCH SureTax calculation. Defaults are from Order Defaults entered in CCH SureTax Sales Setup.

  1. Go to (for example) Sales Transaction Entry > Additional > CCH SureTax Header Settings.
  2. Make selections for the following fields:
    • Tax Exemption Code
    • Regulatory Code
    • Sales Type Code
    • Transaction Type Code. Used only if the Stock Unit Option is set to Transaction Type Code.
    • UnitType Code. Select the default code (00 for General; others can be used for Communications and Energy).
    • Tax Situs Rule. Select the default Tax Situs Rule (22 for General, 07 for Communications and Energy).
    • Primary Zip Code. Enter a Zip 5/Zip 9 for when Tax Situs Rule is 07.
    • Secondary Zip Code. Enter a Zip 5/Zip 9 for when Tax Situs Rule is 07.

Configuring CCH SureTax Line Settings

Line settings are similar to the above for header settings, but can be set for lines, Freight, and Miscellaneous. To configure line settings, go to (for example) Sales Transaction Entry, select a line, and click Additional > CCH SureTax Line Settings.

Ship-To, Ship-From addresses and Location Code used for CCH SureTax Calculation

Sales tax calculation requires a ship-to and ship-from address to accurately calculate sales/use tax. The CCH SureTax plug-in uses the following on supported forms:

  • Ship-From:
    • Default Site ID
  • LocationCode
    • Site ID assigned to SOP Entry form will be used as a Location Code to be sent to suretax
  • Ship-To:
    • Customer Address.
    • For example, the Ship To Address on the Sales Transaction Entry form.
    • If shipping type is set to PICKUP (Shipping Methods Setup form), then the Ship-From address is used.

Viewing Tax Details via the CCH SureTax Tax Display Option

To perform a CCH SureTax tax calculation and view tax details from CCH SureTax calculation, view the CCH SureTax Tax Display Window under "Additional" for supported forms such as Sales Transaction Entry, Purchase Order Entry, etc.

See the CCH SureTax for Microsoft Dynamics GP User Guide for more information.

Note: Opening Additional > CCH SureTax Tax Display Tax does not perform a tax calculation for already posted invoices (for example, Sales Inquiry Zoom form).

CCH SureTax Purchasing Plug-in Setup

Before using the Purchasing component, you must configure the options in the Purchasing component after you complete the Basic Setup.

The CCH SureTax component will always offset tax amounts using tax details with a negative tax amount. This is the most common method for tracking use tax. See Tax Schedules and Tax Details for Purchasing on page 20 for more details.

Configuring CCH SureTax Purchases Setup

The CCH SureTax Purchases Setup form contains settings that can be configured at the company level. To configure settings for the CCH SureTax Purchases Setup form, do the following:

  1. Open CCH SureTax Card > Open CCH SureTax Purchases Setup form.
  2. Enable CCH SureTax Calculation for each supported Purchasing form. When this option is selected, CCH SureTax processing is enabled by default for transaction lines in the GP Purchasing module. If it is not selected, then native Dynamics GP sales tax processing is used by default. This option can be overridden for individual lines (and the Header level) as needed.
  3. Select Calculate tax before Trade Discount is applied if you want CCH SureTax tax calculation to calculate tax on gross amounts before applying Trade Discount (default behavior is to apply Trade Discount before sending gross amounts to CCH SureTax tax calculation).
  4. Select a Tax Option for each supported Purchasing form. The options are Use Tax or Sales Tax. The Use Tax setting will calculate tax with CCH SureTax as consumer's use tax. The Sales Tax setting will calculate tax with CCH SureTax as sales tax.
  5. For the Update Vendor Sales Tax selection for each supported Purchasing form, select Never, Always, or Prompt. This determines when to update the vendor's sales tax for the supported Purchasing form.
  6. For the Update Order Lines selection, select Never, Always or Prompt. This determines when to update transaction lines for a purchase when a header level setting is updated.
  7. Select a Stocking Unit Preference:
    • Transaction Type Option. You can select an option to indicate whether the Stocking Keeping Unit or Transaction type code field will be sent as the SKU to CCH SureTax:
      • Transaction Type Code can be configured at the Item or Class level via Item Maintenance and Item Class Setup forms. If you select Transaction Type Code, in Dynamics GP you should map your Item IDs or Class IDs to Transaction Type Codes (depending on the below setting)
      • If SKU is selected, you must map your SKUs in CCH SureTax (via the CCH SureTax portal).
    • SKU Option. You can select an option to indicate whether Item ID or Item Class ID will be sent as the SKU to CCH SureTax. For example, if you have a Class for Clothing, then you can just map this SKU or map a Transaction Type Code to this, instead of, creating mappings for every single Item.
      • If Transaction Type Option "SKU" is selected, then you must create SKU mappings for "Freight" and "Miscellaneous" in the CCH SureTax portal, because these are the SKU names used for them in CCH SureTax calculation.
  8. Choose Cost Category Over Item. When checked and you have Dynamics GP Project Accounting module installed, Cost Category will be used for SKU (or Transaction Type Code depending on the Stocking Unit settings), if available, over using the Item.
  9. The General section contains all defaults used for orders/invoices and transaction lines:
    • Tax Exemption Code. Example: 00 – No Exceptions.
    • Regulatory Code. Example: 99 – DEFAULT.
    • Sales Type Code. Example: Retail.
    • Transaction Type Code. Select the most frequently used Transaction Type Code for your business. Example: "990101 - General Sales."
    • Freight Trans Type Code. This will be used for the Freight line in purchasing. Select the proper Transaction Type Code for freight used by your business.
    • Misc Trans Type Code. This will be used for the Miscellaneous line in purchasing. Select the proper Transaction Type Code for your business.
    • Unit type Code. Select 00 for General Sales. Other values can be selected for Communication and Energy. This is configured at CCH SureTax Sales/Purchasing Setup, Item/Item Class/Cost Category/Cost Category Class settings.
    • Tax Situs Rule, Freight Tax Situs Rule, Miscellaneous Tax Situs Rule. Select 22 for General Sales. Select 07 for Communication and Energy. Other Tax Situs Rules are currently not supported. This is configured at CCH SureTax Sales/Purchasing Setup, Item/Item Class/Cost Category/Cost Category Class settings.
  10. Make a selection for Skip Finalizing in CCH SureTax when Batch Posting. When this option is selected, processing (posting) of purchasing batches in Dynamics GP will not finalize (post) to CCH SureTax.
  11. Select Disable Automatic Calculations if you want to lower your usage of CCH SureTax calculation web service. If you do not select this option, any relevant change in a supported forms will perform tax calculation using CCH SureTax.
  12. Select Ship From Options > Choose Ship From Address. You can choose the vendor address to use as the ship from address for purchases. These addresses are found on the Vendor Maintenance form (Purchase/Remit To/Ship From).
  13. Click OK to save the options on the CCH SureTax Sales Setup form.

Configuring Dynamics GP Settings for Purchasing

The following Dynamics GP settings affect tax calculation:

  1. Select Header Menu > Microsoft Dynamics GP > Tools > Setup > Company > Company. The Company Setup Options page displays.
  2. Select Calculate Terms Discount Before Taxes to discount your line items, freight, and miscellaneous when CCH SureTax calculates taxes for an order/invoice.
  3. Select Purchasing > Setup > Purchase Order Processing > Options.
  4. Select Base on vendors for the Tax Options for Non-Inventory Items, Freight, and Miscellaneous to use CCH SureTax calculations.

Configuring CCH SureTax Vendor Setup

The CCH SureTax Vendor Settings form is used to modify vendor settings associated with a vendor. These take precedence over defaults set in CCH SureTax Purchases setup.

  1. Go to Vendor Maintenance > Additional > CCH SureTax Settings.
  2. Configuring the following settings (same definitions as the settings found on CCH SureTax Purchases Setup):
    • Tax Option
    • Tax Exemption Code
    • Sales Type Code
    • Enable CCH SureTax Calculation for the following forms:
      • Purchase Order Entry
      • Receivings Transaction Entry
      • Purchase Invoice Entry
      • Returns Transaction Entry
      • Payables Transaction Entry

Configuring CCH SureTax Settings for Cost Categories

If Dynamics GP's Project Accounting module is installed, you can configure CCH SureTax settings for Cost Categories and Cost Category Classes.

  • Project Accounting > Cost Category Maintenance form
    • Additional > CCH SureTax Settings
      • Transaction Type Code can be set
  • Project Accounting > Cost Category Class Setup form
    • Additional > CCH SureTax Settings
      • Transaction Type Code can be set
  • Cost Categories and Cost Category Classes are treated similarly as Items and Item Classes for CCH SureTax tax calculation.
  • Note: If you use Cost Category over Item (determines which SKU or Transaction Type Code to use) by checking the Use Cost Category Over Item option in CCH SureTax Purchases Setup under Stocking Unit Preference section.

Configuring CCH SureTax Shipping Method Settings for Purchasing

The CCH SureTax Shipping Methods Settings uses the same settings as the Sales component.

Configuring CCH SureTax Header Settings for Purchasing

The CCH SureTax Header Settings form (available in every supported Purchasing form) is used to modify settings used for CCH SureTax calculation. Defaults are from General Defaults entered in CCH SureTax Purchases Setup.

  1. Go to (for example) Purchase Order Entry > Additional > CCH SureTax Header Settings.
  2. Make selections for the following fields:
    • Enable
    • Tax Option
    • Tax Exemption Code
    • Regulatory Code
    • Sales Types Code
    • Transaction Type Code. Used only if Stocking Unit option is set to Transaction Type Code.
    • Unit Type Code. Select default code (00 for General, others can be used for Communications and Energy).
    • Tax Situs Rule. Select default Tax Situs Rule (22 for General, 07 for Communications and Energy).
    • Primary Zip Code. Enter a Zip 5/Zip 9 for when Tax Situs Rule is 07.
    • Secondary Zip Code. Enter a Zip 5/Zip 9 for when Tax Situs Rule is 07.

Configuring CCH SureTax Line Settings for Purchasing

Line settings are similar to the above for header settings, but can be set for lines, Freight, and Miscellaneous. To configure line settings, go to (for example) Purchase Order Entry and Select a Line > Click on Additional > CCH SureTax Line Settings.

Ship-To and Ship-From addresses used for CCH SureTax Calculation

Sales tax calculation requires a ship-to and ship-from address to accurately calculate sales/use tax. The CCH SureTax plug-in uses the following on supported forms:

  • Ship-From:
    • Vendor Address. Depending on CCH SureTax Purchases Setting for "Ship From Options," either Purchase, Remit To, or Ship From address found on Vendor Maintenance form will be used.
  • Ship-To:
    • For Line Items, the Site Address from the Line's Site ID. For example, the Site ID on the Purchase Order Line.
    • If shipping type is set to PICKUP (Shipping Methods Setup form), then the above Ship-From address is used.
    • For Miscellaneous and Freight Lines for Purchases, the Ship-To is the Company Address found on Microsoft Dynamics GP > Tools > Setup > Company > Company form. For PICKUP, the above Ship-From is used.

Viewing Tax Details from CCH SureTax Calculation for Purchasing

To perform a CCH SureTax tax calculation and view tax details from CCH SureTax calculation, view the CCH SureTax Tax Display Window under "Additional" for supported forms such as Purchase Order Entry. Note that tax calculation is not performed for already posted items.  

CCH SureTax Project Accounting Plug-in Setup

Before using the Project Accounting component of the CCH SureTax Project Accounting plug-in, you must configure the options for CCH SureTax Project Accounting Plug-in found in CCH SureTax Sales Setup and CCH SureTax Purchases Setup. CCH SureTax Sales and Purchasing plugins are required for the Project Accounting plug-in, so you must have configured those before proceeding.

Configuring CCH SureTax Sales Setup for Project Accounting

The CCH SureTax Sales Setup form contains settings that can be configured at the company level. To configure settings for the Project Accounting in CCH SureTax Sales Setup form, do the following:

  1. Open CCH SureTax Card > Open CCH SureTax Sales Setup form.
  2. Enable Project Accounting. Select this to enable CCH SureTax Project Accounting for supported sales related Project Accounting form (Billing Entry Form).

Configuring CCH SureTax Purchases Setup for Project Accounting

The CCH SureTax Purchases Setup form contains settings that can be configured at the company level. To configure settings for the Project Accounting in CCH SureTax Purchases Setup form, do the following:

  1. Open CCH SureTax Card > Open CCH SureTax Purchases Setup form.
  2. Configure the following settings (same definitions as the settings found on CCH SureTax Purchases Setup):
    • Tax Option
    • Tax Exemption Code
    • Sales Type Code
    • Enable CCH SureTax Calculation
    • Above Options are available for the following Project Accounting forms:
      • Employee Expense Entry
      • Returns From Project Entry

Configuring Cost Category for Project Accounting

  1. Open Cost Category Maintenance form > Additional > CCH SureTax Settings.
  2. Transaction Type Code can be set.

Configuring Cost Category Class for Project Accounting

  1. Open Cost Category Class Setup form > Additional > CCH SureTax Settings.
  2. Transaction Type Code can be set.

Configuring Fee for Project Accounting

  1. Open Fee Maintenance form > Additional > CCH SureTax Settings.
  2. Transaction Type Code can be set.

Header and Line Settings for Project Accounting Supported Forms

  1. Please view the User Guide for a full list of supported forms. All supported Project Accounting forms will have the following:
    • Additional > CCH SureTax Header and CCH SureTax Line Settings
      • Functionality is similar to what is available for the Sales and Purchasing plug-ins.
    • Additional > CCH SureTax Tax Display and CCH SureTax Calculation
      • Functionality is similar to what is available for the Sales and Purchasing plug-ins.

Uninstalling ad Updating the CCH SureTax Plug-In

Uninstalling the CCH SureTax Plug-In

To uninstall the CCH SureTax plug-in, you can run the original installer used to install the module or use the Add or Remove Programs (or Uninstall or Change a program) feature in the Microsoft Windows Control Panel. The files removed will vary based on other CCH SureTax plug-ins for Dynamics GP that are installed already.

When you uninstall the plug-in, the following items are removed:

  • Shortcuts under Programs > CCH > CCH SureTax for Microsoft Dynamics GP Not removed if a different CCH SureTax plug-in for Dynamics GP is installed.
    • SXBASE.cnk
      • Not removed if a different CCH SureTax plug-in for Dynamics GP is installed.
    • SXAR.cnk for Sales, SXAP.cnk for Purchasing, and SXPA.cnk for the Project Accounting component
  • CCH SureTax for Microsoft Dynamics GP User Guide and Tech Guides
  • EULA.rtf
    • Not removed if a different CCH SureTax plug-in for Dynamics GP is installed.
  • SureTaxServiceWrapper.dll
    • Not removed if a different CCH SureTax plug-in for Dynamics GP is installed.
  • SureTaxDataApiWrapper.dll
    • Not removed if a different CCH SureTax plug-in for Dynamics GP is installed.
  • The installer also unregisters the DLL file and removes SureTaxServiceWrapper.tlb and SureTaxDataApiWrapper.tlb.
  • Note: Uninstalling the plug-in will not remove existing CCH SureTax plug-in tables in your SQL Server installation. A complete uninstallation requires separately deleting all CCH SureTax tables and procedures from your SQL Server database. All CCH SureTax plug-in related tables and procedures start with the prefix "SX".

Updating a CCH SureTax Plug-In

To update to a newer version of the CCH SureTax plug-in, do the following:

  1. Uninstall all previous versions of the CCH SureTax plug-ins. If plug-ins for Sales, Purchasing, and Project Accounting are installed, they must completely uninstalled before installing newer versions of the CCH SureTax plug-ins (This is necessary due to possible changes to any shared files and folders).
  2. Run the installation wizard for the new version.
  3. Open Dynamics GP as Administrator.
  4. Open the CCH SureTax Basic Setup card.
  5. Click Import System Data.
  6. Open CCH SureTax Sales Setup.
  7. Click Save.

Appendix

Tax Schedules and Tax Details for Sales

CCH SureTax for Dynamics GP automatically updates the Tax Schedules and sets the appropriate Tax Details on sales lines, freight charges, and miscellaneous charges when tax is calculated.

For each line of the document that uses CCH SureTax for tax calculation, the tax schedule is updated based on the country and the state returned from CCH SureTax.

For each line of the document that uses CCH SureTax, the Item Tax Option is set to Base on customers.

If Freight or miscellaneous amounts are not zero and use CCH SureTax for tax calculation, they are updated as follows:

  • The calculated tax based on the Header Ship To Address is used to determine the tax schedule

Tax schedules are in the following format:

  • SXZZYY (where "ZZ" is the country code and "YY" is the state code)
    • USA Tax Details are in the following format:
      • For example, for IL:
        • SXUSILU (use tax)
        • SXUSILS (sales tax)
        • SXUSILSU (default)
    • CAN Tax Details are in the following format:
      • For example, for QC:
        • SXCAQCGPH (Default)
        • SXCAQCGST (GST)
        • SXCAQCHST (HST)
        • SXCAQCPST (PST)
    • Samples of Tax Schedules used by Communications and Energy for IL:
      • SXUSILFRAF - federal regulatory assessment fees
      • SXUSILFUSF - federal universal service fund
      • SXUSILLRF - state or local regulatory fees & surcharges
  • SXINTL is the tax schedule used for Non-USA/CAN countries.
  • SX_ALL_STATES is the tax schedule used when there are taxes for more than one state (e.g. a transaction with TaxSitusRule of "07" may have taxes from multiple states, so Freight and Miscellaneous taxes would use SX_ALL_STATES).

Tax Schedules and Tax Details for Purchasing

The CCH SureTax for Dynamics GP Purchase plug-in automatically updates Tax Schedules on purchasing lines, freight charges, and miscellaneous charges when tax is calculated. The same Tax Schedules used in the Sales Component are used for Purchasing, but there are other Tax Details that can be used by the Purchasing Component.

For each line of a document that uses CCH SureTax for tax calculation, the Item Tax Option is set to Base on vendors.

If freight and miscellaneous are not zero and use CCH SureTax for tax calculation, they are updated as follows:

  • The calculated tax based on the Company Address is used to determine the tax schedule.
  • If shipping method is PICK UP, the calculated tax based on the Vendor Address is used to determine the tax schedule.

Tax schedules by state/province are in the same format as the Sales component, but there are different Tax Details:

  • SXZZYY (where "ZZ" is the country code and "YY" is the state code)
    • USA Tax Details are in the following format:
      • For example, for IL:
        • SXUSIL_PUR_U (use tax)
        • SXUSIL_PUR_S (sales tax)
        • SXUSIL_PUR_SU (default)
        • SXUSIL_PUR_O (Offset, for offsetting of use tax)
    • CAN Tax Details are in the following format:
      • For example, for QC:
        • SXCAQC_PUR_GPH (Default)
        • SXCAQC_PUR_GST (GST)
        • SXCAQC_PUR_HST (HST)
        • SXCAQC_PUR_PST (PST)
        • SXCAQC_PUR_O (Offset, for offsetting of use tax)
    • Samples of Tax Schedules used by Communications and Energy for IL:
      • SXUSILFRAF - federal regulatory assessment fees
      • SXUSILFUSF - federal universal service fund
      • SXUSILLRF - state or local regulatory fees & surcharges
  • SXINTL is the tax schedule used for Non-USA/CAN countries.
  • SX_ALL_STATES is the tax schedule used when there are taxes for more than one state (e.g. a transaction with TaxSitusRule of "07" may have taxes from multiple states, so Freight and Miscellaneous taxes would use SX_ALL_STATES).
  • Note:
    • For a PO, the Ship-To state can be at the line item level, but header level Ship-To is used for Freight and Miscellaneous.

Purchasing has Tax Details Offset, which is used to Offset Use Tax. This will be set to negative tax amounts to offset the tax amounts for a Purchase, which is the most common method for tracking use tax.

Example:

A Purchase Order has a total Use Tax of $10 where TX is the ship-to and ship-from (this does not apply to Sales Tax transactions).

The Tax Schedules for this purchase will be:

  • SXUSTX_PUR_O = -$10
  • SXUXTX_PUR_U = $10
  • This allows total tax to be $0 for the Purchase Order

Tax Schedules and Tax Details for Project Accounting

CCH SureTax Project Accounting plug-in for Dynamics GP automatically updates the Tax Schedule on sales/purchasing lines, freight charges, and miscellaneous charges when tax is calculated for Dynamics GP forms supported by this plug-in. The same Tax Schedules and Tax Details used in the Sales and Purchasing Components are used by the Project Accounting component.

This module also uses a Tax Schedule named SX_ALL_STATES, which holds all the tax details found in the Sales and Purchasing plug-ins. This is used on the GP Project > Returns From Project Entry form. SX_ALL_STATES is also used when there are taxes for more than one state for all supported forms.

Fields Sent to CCH SureTax in the Sales Component

How CCH SureTax API is used:

  • All calculation requests are sent as Quotes to CCH SureTax, except for Post requests, On Pre post, requests are sent as Quotes and if no errors are returned by CCH SureTax tax calculation then a SoapRequest will be sent with ReturnFileCode as “0” - For posting. (if CCH SureTax returns an erorr during tax calculation, the plug-in stops the system from posting the document within Dynamics GP). See
  • When Transaction Type is set to Return, each line item is multiplied by -1 when for tax calculation requests, so the inverse of each line is sent and stored in CCH SureTax.
    • For example, if Type Return is selected in the SOP Window:
      • Line #1 is set to price of $100
      • The line item sent to CCH SureTax for this Line #1 is -100
  • Miscellaneous is sent as a separate line item.
    • If Stocking Unit preference > Transaction Type Option is set to SKU, "Miscellaneous" must be mapped in CCH SureTax.
  • Freight is sent as a separate line item.
    • If Stocking Unit preference > Transaction Type Option is set to SKU, "Freight" must be mapped in CCH SureTax.
  • Country field is used in all Address fields expect a 2 digit ISO code. If no country is sent, If no country is set, CCH SureTax will send a blank string for country code.
  • The base currency for the company is expected to be USD.

Each CCH SureTax order is created with the following data at the header level:

  • <ClientNumber>: From CCH SureTax Basic Setup
  • <ValidationKey>: From CCH SureTax Basic Setup
  • <DataYear>, DataMonth>: Date of the GP transaction
  • <CpmlDataMonth>, <CpmlDataYear>
    • Compliance month/year are from when the finalize (Post) request is sent to CCH SureTax. Note that this can be different from the DataYear/Month and Transaction date.
  • <ResponseType>: Default is “D2,” the number 2 sets the tax calculation response's decimal precision. This number can be configured in CCH SureTax Basic Setup form by setting 'Calculation Response Precision'.
  • <ResponseGroup>: "03"
  • <STAN>: blank
  • <TotalRevenue>: Sum of all GP line amounts including Freight and Miscellaneous.
  • <ReturnFileCode>: "Q" for quote, "T" for In-Progress, "0" for posts.

Each CCH SureTax line item is created with the following data (Freight and Miscellaneous are considered as line items):

  • <InvoiceNumber>: The GP Document Number
  • <CustomerNumber>: The GP Customer ID
  • <RegulatoryCode>: The Regulatory Code (Provider) from CCH SureTax Sales Setup
  • <SalesTypeCode>: The Sales Type Code (Customer) from CCH SureTax Sales Setup or Customer's SureTax Settings
  • <LocationCode>: Site ID – “Location Code” from SOP_HDR_WORK table
  • <TransDate>: the GP Document date
  • <Revenue>: GP Extended Price. Any trade discount and markdown amount will be reflected in the price sent. If the "Calculate terms discount before taxes" is set to true, the terms discount will be reflected in the price sent.
  • <TaxIncludedCode>: "0"
  • <Units>: GP Quantity for lines. 1 for Freight and Miscellaneous charges.
  • <FreightOnBoard>: "blank" (default). Can be configured in CCH SureTax Shipping Method Settings
  • <AuxRevenueType>: "01" (default)
  • <AuxRevenue>: "0" (default)
  • <TaxSitusRule>: Use "22" for General sales. Use "07" for Communications and Energy. This is configured at CCH SureTax Sales/Purchasing Setup, Item/Item Class/Cost Category/Cost Category Class settings.
  • <RuleOverride>: "0" (Default). "1" is used when Sales Option is checked for Return Only Sales Tax.
  • <UnitType>: Use "00" for General sales. Others can be used for Communications and Energy. This is configured at CCH SureTax Sales Setup, Item/Item Class/Cost Category/Cost Category Class settings.
  • <CommonCarrier>: "blank" (default). Can be configured in CCH SureTax Shipping Method Settings
  • <CurrencyCode>: USD
  • <TaxExemptionCodeList>: From CCH SureTax Sales Setup or Customer's SureTax Settings
  • <TransTypeCode>
    • CCH SureTax Sales Setup > Stocking Unit preference > Transaction Type Option drives whether to use Transaction Type Code or SKU information (note SKUs must be mapped in CCH SureTax to use the SKU option)
      • If set to Transaction Type Code, the Transaction Type Code will be used for the GP Item.
        • This is configured at CCH SureTax Sales Setup, Item settings, and Item Class settings (see below SKU Option information for details)
        • If set to SKU, the GP Item Number or Class ID will be used
          • This is configured at Item settings, and Item Class settings (see below SKU Option information for details)
    • CCH SureTax Sales Setup > Stocking Unit preference > SKU Option determines whether to use data from the Item or the Class to send If Item ID Option is selected:
      • Transaction Type Code is from CCH SureTax setup and Item settings
        • SKU is from GP Item Number If Class ID Option is selected:
      • Transaction Type Code is from CCH SureTax setup and Item Class settings
        • SKU is from GP Item's Class ID
    • <ShipFromPOB>: true (default)
    • <ShipToAddress>
      • If the shipping type of the shipping method for the line is delivery, the ship-to address for the line. For freight and miscellaneous charges, the default Ship-To Address.
      • If the shipping type of the shipping method for the line is pickup, the address of the Site ID for the line. For freight and miscellaneous charges, the default Site ID.
    • <ShipFromAddress>
      • Address of GP Site ID for the header or line. For freight and miscellaneous charges, the Default Site ID is used
  • Below fields will be sent to SureTax based on what you set up in data exchange form for Sales Transaction Type (you need to setup these parameters separately for Line Item, Freight and Miscellaneous line types).
    • GL Account
    • Cost Center
    • Material Group
    • Parameter1 – Parameter10
    • UDF1
    • UDF2

Fields Sent to CCH SureTax in the Purchasing Component

CCH SureTax API web service is used for tax calculation in supported Purchasing module forms.

API usage is similar to the above Sales Component section.

Each CCH SureTax order is created with the following data at the header level (only data different from the ‘Fields Sent in the Sales Component’ displayed here):

  • <CustomerNumber>: The GP Vendor ID
  • <RegulatoryCode>: The Regulatory Code (Provider) from CCH SureTax Purchases Setup
  • <SalesTypeCode>: The Sales Type Code (Customer) from CCH SureTax Purchases Setup or from CCH SureTax Vendor Setup
  • <LocationCode>: blank
  • <RuleOverride>:
    • "3" (When Use tax option is selected for the form in Purchases setup).
    • "1" (if Sales tax option is selected for the form in Purchases setup)
  • <TaxExemptionCodeList>: From CCH SureTax Purchases Setup or CCH SureTax Vendor Setup
  • <TransTypeCode>
    • CCH SureTax Purchases Setup > Stocking Unit preference > Transaction Type Option drives whether to use Transaction Type Code or SKU information (note SKUs must be mapped in CCH SureTax to use the SKU option).
    • If CCH SureTax Purchases Setup > Stocking Unit preference > Choose Cost Category Over Item is checked (if Dynamics GP Project Accounting module is installed), then Cost Category data will be used over Item data for the below cases.
      • If set to Transaction Type Code, the Transaction Type Code will be used for the GP Item.
      • This is configured at CCH SureTax Purchases Setup, Item settings, and Item Class settings (see below SKU Option information for details)
      • If set to SKU, the GP Item Number or Class ID will be used
        • This is configured at Item settings, and Item Class settings (see below SKU Option information for details)
    • CCH SureTax Purchases Setup > Stocking Unit preference > SKU Option determines whether to use data from the Item or the Class to send If Item ID Option is selected:
      • Transaction Type Code is from CCH SureTax setup and Item settings
        • SKU is from GP Item Number If Class ID Option is selected.
      • Transaction Type Code is from CCH SureTax setup and Item Class settings
        • SKU is from GP Item's Class ID
  • <ShipToAddress>
    • If the shipping type of the shipping method for the line is delivery, the Address of the selected GP Site ID for the line. For freight and miscellaneous charges, the company address.
    • If the shipping type of the shipping method for the line is PICKUP, the vendor's address. For freight and miscellaneous charges, the vendor's address.
  • <ShipFromAddress>
    • The vendor's Purchase, Ship-From, or Remit-To address is used depending on the setting found on CCH SureTax Purchases Setup > Ship From Options > Choose Ship From Address option.’
  • Below fields will be sent to SureTax based on what you set up in data exchange form for Sales Transaction Type (you need to setup these parameters separately for Line Item, Freight and Miscellaneous line types).
    • GL Account
    • Cost Center
    • Material Group
    • Parameter1 – Parameter10
    • UDF1
    • UDF2

Fields Sent to CCH SureTax in the Project Accounting Component

CCH SureTax API web service is used for tax calculation in supported Project Accounting module forms.

API usage is similar to the above Sales and Purchasing Components' sections.

  1. Billing Entry Form:
    • <ShipToAddress>. The Tax Address ID of the project (Project Maintenance > Billing Settings > Tax Address ID).
    • <TransTypeCode>. Each project can have multiple cost categories for billings and multiple fees, each cost category and fee represents 1 line item. The TransTypeCode/SKU sent to CCH SureTax is can be the Cost Category depending on settings.
    • <Revenue>. Billing Amount field for Cost Category and Fees.
    • <LocationCode>. Company Address ID – ‘Location ID’ from SY_Company_MSTR
    • Below fields will be sent to SureTax based on what you set up in data exchange form for Sales Transaction Type (you need to setup these parameters separately for Line Item, Freight and Miscellaneous line types).
      • GL Account
      • Cost Center
      • Material Group
      • Parameter1 – Parameter10
      • UDF1
      • UDF2
  2. Employee Expense Form:
    • <ShipToAddress>. The Company Address (Tools > Setup > Company > Company)
    • Below fields will be sent to SureTax based on what you set up in data exchange form for Sales Transaction Type (you need to setup these parameters separately for Line Item, Freight and Miscellaneous line types).
      • GL Account
      • Cost Center
      • Material Group
      • Parameter1 – Parameter10
      • UDF1
      • UDF2
  3. Returns From Project Entry Form:
    • <ShipToAddress>. The Site Address (Cards > Inventory > Site)
    • Below fields will be sent to SureTax based on what you set up in data exchange form for Transaction Type. (You only need to setup these parameters for Line Item)
      • GL Account
      • Cost Center
      • Material Group
      • Parameter1 – Parameter10
      • UDF1
      • UDF2

CCH SureTax Tables and Procedures in SQL Server

CCH SureTax for Dynamics GP tables are stored in the "Company" database and prefixed with ‘SX’.

Note: Knowledge of SQL is required for this section.

CCH SureTax for Dynamics GP procedures are stored in the "Company" database and contain the text "SX" (typically prefixed with "zDP_SX_").

The above information can be used to look up data in the tables or even completely delete all CCH SureTax if you need to perform a completely clean installation.

Sample SQL queries to list all CCH SureTax tables and procedures (for example, "TWO" is the Dynamics GP company database):

  • select table_name from INFORMATION_SCHEMA.TABLES where TABLE_SCHEMA = 'dbo' and table_name like 'SX%';
  • select * from TWO.information_schema.routines where routine_type = 'PROCEDURE' and SPECIFIC_NAME like 'zDP_SX_%';

To perform a clean uninstall, you must drop all of the CCH SureTax tables and procedures. Make sure to double check the table and procedures to ensure they are applicable to CCH SureTax, in case other tables or procedures in your database have similar names.

CCH SureTax Web Service Configuration Options

For web service performance tuning, CCH SureTax web service request options can be set directly into the SX_Basic table. Web service client options include the following:

  • SX_Sent_Timeout
  • SX_Close_Timeout
  • SX_Receive_Timeout
  • SX_Bypass_Proxy_On_Local
  • SX_Max_Buffer_Size
  • SX_Max_Buffer_Pool_Size
  • SX_Max_Rcvd_Message_Size