CCH® SureTax® v2.0 for Microsoft Dynamics NAV 2017/2018 User Guide

Updated: February 1, 2020

Welcome to CCH® SureTax®

CCH SureTax for Dynamics NAV is a plug-in for Dynamics NAV that helps you accurately calculate sales tax for the United States and Canada. The plug-in includes components that can be purchased and installed separately:

  • The Sales & Marketing component integrates with the Sales & Marketing module of Dynamics NAV.
  • The Purchasing component integrates with the Purchasing module of Dynamics NAV.
  • The Services component integrates with the Service module of Dynamics NAV.
  • CCH SureAddress helps you accurately validate addresses throughout the Sales & Marketing, Purchasing, and Service modules.

Scope of this User Guide

This guide provides guidance for Dynamics NAV administrators and users. It assumes that the reader knows how to find and open common pages in these Dynamics NAV modules. Information about using Dynamics NAV pages is limited to specific instructions for using the CCH SureTax features on those pages.

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: Select 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 Sales & Marketing > Order Processing > Orders to open the sales order page.
  • Italics are used to identify the names of the pages, tabs, sections of pages, and fields. For example: In the Default order-approval address section, enter the address to be used for order approvals.

To distinguish between the subparts that make up the SureTax plug-in and Dynamics NAV, 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 Dynamics NAV.

Chapter 1 - Installation and Basic Configuration

Overview

CCH SureTax for Microsoft Dynamics NAV is a plug-in that integrates the CCH SureTax solution with Microsoft Dynamics NAV. With CCH SureTax for Microsoft Dynamics NAV installed, you can accurately calculate sales tax for the United States and Canada and manage your sales tax compliance without the need to maintain sales tax rates inside Dynamics NAV.

The CCH SureTax for Microsoft Dynamics NAV product includes four components that can be installed separately:

  • Sales & Marketing: Allows you to manage your sales tax compliance in the Sales & Marketing module of Dynamics NAV.
  • Purchasing: Allows you to manage your sales tax compliance in the Purchasing module of Dynamics NAV.
  • Services: Allows you to manage your sales tax compliance in the Service module of Dynamics NAV.
  • SureAddress: Allows you to validate addresses in the Sales & Marketing, Purchasing, and Services modules.

How It Works

When you compute the sales tax on a transaction in Microsoft Dynamics NAV, the CCH SureTax for Microsoft Dynamics NAV plug-in sends the transaction information from Dynamics NAV to the SureTax web services. The calculated sales tax is returned to Dynamics NAV. If needed, you can view the results of the CCH SureTax calculation before posting the transaction.

Information Flow SureTax and NAV Figure 1: Information flow when using the CCH SureTax for Microsoft Dynamics NAV plug-in.

Features

With CCH SureTax for Microsoft Dynamics NAV, you can do the following:

  • Supports the Microsoft Dynamics NAV web clients.
  • Manage sales tax for transactions created on various Microsoft Dynamics NAV pages:
    • Sales & Marketing Pages
      • Sales Quote
      • Sales Order
      • Sales Invoice
      • Blanket Sales Order
      • Sales Return Order
      • Sales Credit Memo
      • Sales Order Shipment
      • Sales Order Invoice
    • Purchase Pages
      • Purchase Quote
      • Purchase Order
      • Purchase Invoice
      • Blanket Purchase Order
      • Purchase Return Order
      • Purchase Credit Memo
    • Services Pages
      • Service Quote
      • Service Order
      • Service Invoice
      • Service Credit
  • Input separate addresses for each line item in a transaction.
  • Select exemptions at the line-item level.
  • Select different posting accounts for each tax jurisdiction as needed using the state-level tax area codes.
  • Display detailed results of the sales tax calculation with the CCH SureTax Tax Results page.
  • Import system data through CCH SureTax Web services.

Limitations

The following are limitations of the CCH SureTax for Microsoft Dynamics NAV plug-in:

  • CCH SureTax calculates tax for the United States and Canada only.
  • All addresses must use the 2-digit ISO code for US states and Canadian provinces.

Installing the CCH SureTax for Microsoft Dynamics NAV Plug-Ins

CCH SureTax for Microsoft Dynamics NAV has four modules available:

  • Sales: Provides tax calculation for transactions processed through the Sales & Marketing module in NAV.
  • Purchase: Provides tax calculation for transactions processed through the Purchasing module in NAV.
  • Service: Provides tax calculation for transactions processed through the Service module in NAV.
  • SureAddress: Provides address validation for the Sales & Marketing, Purchasing, and Service modules in NAV.

We Recommend: Back up all Dynamics NAV objects that the plug-in modifies before importing the customization files. A list of the objects that will be modified can be found in the Appendix.

Before importing the customization code, the NAV license must have the CCH granules added through Partnersource.

Each plug-in component except for SureAddress contains two sets of code files. One set, CCHBase, contains objects that are common among all the plug-in components (except SureAddress). These files are the same for each component and only must be imported once if multiple modules are installed. The second set contains code specific to each component. There is no requirement on the order that objects are imported. Each set of code files consists of one FOB file and one TXT file. The FOB file contains compiled code, and we recommend that you import the code in this format whenever possible. The TXT file contains raw text, which can be useful when code merging is required for native NAV objects.

We recommend that you perform database synchronization during import, and that you perform a full compile of all imported objects after the import. Plug-in objects can be filtered in the Object Designer by filtering on the Version List field with a value of CCH.

Basic Setup

The following sections contain information about the basic setup that you must perform before you can use CCH SureTax for Microsoft Dynamics NAV to calculate sales tax.

Before You Set Up

We recommend that you review the information in this section before attempting to set up the CCH SureTax for Microsoft Dynamics NAV plug-in.

Configuring Company-Level Settings

The SureTax Company Setup page allows you to configure the CCH SureTax for Microsoft Dynamics NAV settings that apply for the company.

To configure plug-in settings, do the following:

  1. Select Departments, and then select CCH SureTax > Setup > SureTax Company Setup. The SureTax Company Setup form displays.
  2. Select the General tab and configure the following settings:
    • SureTax URL: Enter the URL for CCH SureTax tax calculation requests.
    • Data API URL: Enter the URL for importing CCH SureTax system data.
    • SureTax Client ID: Enter the Client ID for SureTax tax calculation requests.
    • SureTax Validation Key: Enter the Validation Key for SureTax tax calculation requests.
  3. Select the Tax Setup tab and configure the following settings:
    • Default Tax Account (Sales): Configure default tax account for sales.
    • Default Tax Account (Purchase): Configure default tax account for purchase.
    • Default Reverse Charge (Purchase): Configure default reverse charge account for purchase.
    • SureTax Tax Area Code Prefix: Configure the Prefix for SureTax Tax Area Codes.
    • SureTax Tax Group Code: Configure the Tax Group Code for SureTax.
      • We Recommend: We recommend that you create a new Tax Group code specifically for the CCH SureTax plug-in.
  4. Select the Validate Credentials action to validate the SureTax Client ID and Validation Key.
  5. Select the Import System Data action to import system data necessary to use the plug-in.
  6. Close the setup page.
  7. Update the Tax Area Code for all customers to a CCH SureTax Tax Area Code.
  8. Update the Tax Group Code for all Items to the CCH SureTax Tax Group Code.

Chapter 2 - Configuring and Using the CCH SureAddress Component

Overview

The SureAddress component of the plug-in integrates with multiple modules of Dynamics NAV, enabling addresses to be validated individually or in bulk. The Dynamics NAV pages for which address validation is available are as follows:

  • Company Information
  • Location Card/List
  • Customer Card/List
  • Vendor Card/List
  • Ship-to Address Card/List
  • Order Address Card/List
  • Bank Account Card/List
  • Contact Card/List
  • Responsibility Center Card/List
  • Sales Quote, Order, Invoice, Credit Memo, Return Order, Blanket Order
  • Purchase Quote, Order Invoice Credit Memo, Return Order, Blanket Order
  • Service Quote, Order, Invoice, Credit Memo

This chapter details how to configure the SureAddress component and use it to validate addresses individually and in bulk.

Configuring the SureAddress Component

The CCH Address Validation Setup page allows you to configure settings for the SureAddress component of the plug-in. Open this form by selecting Departments > CCH SureAddress > Administration > CCH Address Validation Setup. To configure the address validation component, do the following:

  1. Select the General tab and configure the following settings:
    • Address Validation URL: Enter the URL for the SureAddress web services URL.
    • Address Client ID: Enter the SureAddress client ID.
    • Address Validation Key: Enter the address validation key for the supplied client ID.
    • Min. Address Validation Score: Enter a value between 0 and 1 for the minimum score necessary for returned addresses to automatically be accepted during batch validation and to be displayed during individual validation. Note: Recommended value is 0.95.
    • Disable Automatic Validation: Select this if you want to disable the address validation that occurs when a record is saved. When this is selected, the only way to validate addresses is to select the page actions for address validation.
  2. Select the Country tab and configure the following settings:
    • Validate Blank Country: Select this if you want to validate addresses when the country field is blank.
    • Country Validation List: Enter values in this list for the country codes to validate. If an address contains a country code that is not present in this list, then it will not be sent to SureAddress.
  3. Select the Logging tab and configure the following settings:
    • Enable SOAP Tracing: Select this if you want to log the web service calls being made to SureAddress.
  4. Select the Validate Credentials action to validate the Address Client ID and Address Validation Key.

Individual Address Validation

You can perform individual address validation with this plug-in on various pages in Dynamics NAV.

  1. For supported pages, you can validate individual addresses by selecting Actions > Address Validation, or by selecting Save for automatic validation. The CCH Address Validation card displays the Original and Validated Address.
  2. Click Accept to accept the validated address, or select Reject to continue with the Original Address.

Batch Address Validation

You can perform batch address validation on list pages within Dynamics NAV. To perform batch validation, do the following:

  1. Select one or more records in a list.
  2. Select the Address Validation Batch action.
  3. A progress bar will display address validation progress.
  4. When all records have been processed, a message box will indicate the number of processed and updated records. An address is only updated if a matching address is returned that scores above the minimum threshold defined on the CCH Address Validation Setup page.
  5. The CCH Address Validated field has been added to each list and indicates whether a given record has been validated and updated.

Chapter 3 - Configuring and Using the Sales Component

Overview

The Sales component of the CCH SureTax for Microsoft Dynamics NAV plug-in integrates with the Dynamics NAV Sales module. The Dynamics NAV Sales pages for which CCH SureTax can calculate tax are as follows:

  • Quotes
  • Orders
  • Blanket Orders
  • Return Orders
  • Invoices
  • Credit Memos
  • Sales Order Shipping
  • Sales Order Invoicing

The first half of this chapter explains how to configure the options that impact the Sales component. The setup process includes setting defaults on some standard Dynamics NAV pages.

The second half of the chapter, titled Using the Sales Component, includes information about using CCH SureTax options when entering transactions into Microsoft Dynamics NAV. This section also describes how to view sales taxes prior to posting and how to post the sales tax transactions.

Configuring the Sales Component

Configuring Sales Settings for a Company

The SureTax Sales Setup page allows you to configure CCH SureTax settings for the company that apply to the sales module.

To configure sales settings, do the following:

  1. Select Departments, and then select CCH SureTax > Sales > SureTax Sales Setup.
  2. Select the General tab and configure the following settings:
    • Enable SureTax: Enables the plug-in to calculate tax in the sales module.
    • Disable Automatic Tax Calculation: Selecting this will reduce the number of tax calculation calls made to SureTax. Tax calculation will only be performed when explicitly called for.
    • SKU Option: Select whether to send the transaction type code or SKU to identify items.
  3. Select the Defaults tab and configure the following settings:
    • Default Regulatory Code: Enter the default regulatory code to be used on sales transactions.
    • Default Sales Type Code: Enter the default sales type code to be used on sales transactions.
    • Default Tax Situs Rule: Enter the default tax situs rule to be used on sales transactions.
    • Default Transaction Type Code: Enter the default transaction type code to be used on sales transactions.
    • Default Tax Exemption Code: Enter the default tax exemption code to be used on sales transactions.

Setting CCH SureTax Options for a Customer

CCH SureTax settings are added to the Dynamics NAV Customer card. Use the following procedure to override the CCH SureTax sales type code for specific Dynamics NAV customer accounts.

  1. Open the customer card for the customer that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. In the SureTax section, select options for the following field:
    • Sales Type Code: Your selection will override the default Sales type code selected on the SureTax Sales Setup page on transactions for this customer.
    • Sure Tax Exemption Code: Your selection will override the default exemption code selected on the SureTax Sales Setup page on transactions for this customer.
  4. Close the customer card to save your changes.

Setting CCH SureTax Options for Customer Ship-to Address

CCH SureTax settings are added to Dynamics NAV Customer Ship-to Addresses. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV Customer Ship-to Addresses.

  1. Select the Customer Ship-to Address that you are modifying settings for.
  2. Select options for each of the following fields:
    • Sure Tax Exemption Code: Your selection will override the default exemption code selected on the SureTax Sales Setup page on transactions for this customer. This exemption code will override any exemption code selected for the customer when the ship-to code is specified on a transaction.
  3. Close the Customer Ship-to Address card to save your changes.

Setting CCH SureTax Options for Items

CCH SureTax settings are added to the Dynamics NAV items page. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV items.

  1. Open the Item card for the item that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Sales Setup page on transactions for this item.
  4. Close the Item card to save your changes.

Setting CCH SureTax Options for G/L Accounts

CCH SureTax settings are added to the Dynamics NAV G/L Account card. Use the following procedure to set the CCH SureTax transaction type code for a specific Dynamics NAV G/L account.

  1. Open the G/L account that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Sales Setup page on transactions for this G/L account.
  4. Close the G/L Account card to save your changes.

Setting CCH SureTax Options for Resources

CCH SureTax settings are added to the Dynamics NAV Resources card. Use the following procedure to set the CCH SureTax transaction type code for a specific Dynamics NAV Resource.

  1. Open the Resource that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Sales Setup page on transactions for this Resource.
  4. Close the Resource card to save your changes.

Setting CCH SureTax Options for Fixed Assets

CCH SureTax settings are added to the Dynamics NAV Fixed Assets card. Use the following procedure to set the CCH SureTax transaction type code for a specific Dynamics NAV Fixed Asset.

  1. Open the Fixed Asset that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Sales Setup page on transactions for this Fixed Asset.
  4. Close the Fixed Asset card to save your changes.

Setting CCH SureTax Options for Item Charges

CCH SureTax settings are added to Dynamics NAV Item Charges. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV Item charge.

  1. Select the Item Charge that you are modifying settings for.
  2. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Sales Setup page on transactions for this Item Charge.
  3. Close the Item Charge card to save your changes.

Setting CCH SureTax Options for Item Categories

CCH SureTax settings are added to Dynamics NAV Item Categories. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV Item categories.

  1. Select the Item Category that you are modifying settings for.
  2. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Sales Setup page on transactions for this Item Category. If a transaction type code is assigned to both an item and the item category for that item, then the transaction type code for the item is used.
  3. Close the Item Category card to save your changes.

Setting CCH SureTax Options for Resource Groups

CCH SureTax settings are added to Dynamics NAV Resource Groups. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV Resource groups.

  1. Select the Resource Group that you are modifying settings for.
  2. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Sales Setup page on transactions for this Item Category. If a transaction type code is assigned to both a resource and the resource group for that resource, then the transaction type code for the resource is used.
  3. Close the Resource Group card to save your changes.

Using the CCH SureTax Features on Individual Sales Documents

When you create a sales document, the system applies the CCH SureTax settings that are selected on the page of the item type, customer, and SureTax Sales Setup page to the new document.

Setting CCH SureTax Settings for Sales Transaction Lines

The CCH SureTax plugin allows you to override CCH SureTax settings at the line level on Sales transactions. Do the following to configure CCH SureTax settings for individual lines on a Sales transaction.

  1. Select the transaction line for which to configure CCH SureTax settings.
  2. Select the Line dropdown on the line items grid.
  3. Select SureTax Settings.
  4. Configure the desired CCH SureTax settings for the line.

Viewing Sales Tax Details for Sales Documents

The CCH SureTax Tax Results page allows you to view detailed information about the sales tax for a document. To access this page, do the following:

  1. Open the sales document for which you want to display tax details.
  2. Select Sales Tax Results. The CCH SureTax Results page opens. This page shows tax information sent to and returned from CCH SureTax at an order, line, and detail level. The information on this page cannot be edited.
  3. Do the following as needed to view tax details for a specific item:
    • Details for specific line items are displayed in the Line Information grid. Scroll to the left or right as necessary to view line information details.
    • To view tax details for a line item, select the line item. The tax grid will display the applicable tax information for the selected line item. Scroll to the left or right as necessary.
    • Select Actions > View JSON in order to view the JSON of the CCH SureTax Request.

Calculating Tax Details for a Sale

Sales tax is calculated for a sale any time you perform one of the following tasks:

  • Open the Dynamics NAV Statistics window for a sales document
  • Open the CCH SureTax Tax Results window for a sales document
  • Print a sales document
  • Release a sales document
  • Post an order, invoice, return order, or credit memo

Note: If automatic tax calculation is enabled, tax will also be calculated whenever Dynamics NAV would typically calculate tax, such as when a line item quantity or amount is modified.

Posting a Sales Document

When you post a sales order, return order, credit memo, or invoice, the plug-in finalizes the CCH SureTax transaction for the document.

Chapter 4 - Configuring and Using the Purchasing Component

Overview

The Purchasing component of the CCH SureTax for Microsoft Dynamics NAV plug-in integrates with the Dynamics NAV Purchasing module. The Dynamics NAV Purchasing pages for which CCH SureTax can calculate tax are as follows:

  • Purchase Quotes
  • Purchase Orders
  • Blanket Purchase Orders
  • Purchase Return Orders
  • Purchase Invoices
  • Purchase Credit Memos

The first half of this chapter explains how to configure the options that impact the Purchasing component. The setup process includes setting defaults on some standard Dynamics NAV pages.

The second half of the chapter, titled Using the Purchasing Component, includes information about using CCH SureTax options when entering transactions into Microsoft Dynamics NAV. This section also describes how to view use taxes prior to posting and how to post the use tax transactions.

Configuring Purchasing Settings for a Company

The SureTax Purchasing Setup page allows you to configure CCH SureTax settings for the company that apply to the purchasing module.

To configure purchasing settings, do the following:

  1. Select Departments, and then select CCH SureTax > Purchase > SureTax Purchasing Setup.
  2. Select the General tab and configure the following settings:
    • Enable SureTax: Enables the plug-in to calculate tax in the purchasing module.
    • Disable Automatic Tax Calculation: Selecting this will reduce the number of tax calculation calls made to SureTax. Tax calculation will only be performed when explicitly called for.
    • SKU Option: Select whether to send the transaction type code or SKU to identify items.
  3. Select the Defaults tab and configure the following settings:
    • Default Regulatory Code: Enter the default regulatory code to be used on purchasing transactions.
    • Default Sales Type Code: Enter the default sales type code to be used on purchasing transactions.
    • Default Tax Situs Rule: Enter the default tax situs rule to be used on purchasing transactions.
    • Default Transaction Type Code: Enter the default transaction type code to be used on purchasing transactions.
    • Default Tax Exemption Code: Enter the default tax exemption code to be used on purchasing transactions.

Setting CCH SureTax Options for a Vendor

CCH SureTax settings are added to the Dynamics NAV Vendor card. Use the following procedure to override the CCH SureTax purchasing type code for specific Dynamics NAV vendor accounts.

  1. Open the vendor card for the vendor that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. In the SureTax section, select options for the following field:
    • Sales Type Code: Your selection will override the default Purchasing type code selected on the SureTax Purchasing Setup page on transactions for this vendor.
    • Sure Tax Exemption Code: Your selection will override the default exemption code selected on the SureTax Purchasing Setup page on transactions for this vendor.
  4. Close the vendor card to save your changes.

Setting CCH SureTax Options for Items

CCH SureTax settings are added to the Dynamics NAV items page. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV items.

  1. Open the Item card for the item that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Purchasing Setup page on transactions for this item.
  4. Close the Item card to save your changes.

Setting CCH SureTax Options for G/L Accounts

CCH SureTax settings are added to the Dynamics NAV G/L Account card. Use the following procedure to set the CCH SureTax transaction type code for a specific Dynamics NAV G/L account.

  1. Open the G/L account that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Purchasing Setup page on transactions for this G/L account.
  4. Close the G/L Account card to save your changes.

Setting CCH SureTax Options for Fixed Assets

CCH SureTax settings are added to the Dynamics NAV Fixed Assets card. Use the following procedure to set the CCH SureTax transaction type code for a specific Dynamics NAV Fixed Asset.

  1. Open the Fixed Asset that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Purchasing Setup page on transactions for this Fixed Asset.
  4. Close the Fixed Asset card to save your changes.

Setting CCH SureTax Options for Item Charges

CCH SureTax settings are added to Dynamics NAV Item Charges. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV Item charge.

  1. Select the Item Charge that you are modifying settings for.
  2. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Purchasing Setup page on transactions for this Item Charge.
  3. Close the Item Charge card to save your changes.

Setting CCH SureTax Options for Item Categories

CCH SureTax settings are added to Dynamics NAV Item Categories. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV Item categories.

  1. Select the Item Category that you are modifying settings for.
  2. Select options for each of the following fields:
    • Transaction Type Code: Your selection will override the default Transaction type code selected on the SureTax Purchasing Setup page on transactions for this Item Category. If a transaction type code is assigned to both an item and the item category for that item, then the transaction type code for the item is used.
  3. Close the Item Category card to save your changes.

Chapter 5 - Configuring and Using the Services Component

Overview

The Services component of the CCH SureTax for Microsoft Dynamics NAV plug-in integrates with the Dynamics NAV Services module. The Dynamics NAV Services pages for which CCH SureTax can calculate tax are as follows:

  • Service Quotes
  • Service Orders
  • Service Invoices
  • Service Credit Memos

The first half of this chapter explains how to configure the options that impact the Services component. The setup process includes setting defaults on some standard Dynamics NAV pages.

The second half of the chapter, titled Using the Services Component, includes information about using CCH SureTax options when entering transactions into Microsoft Dynamics NAV. This section also describes how to view service taxes prior to posting and how to post the service tax transactions.

Configuring the Services Component

Configuring Service Settings for a Company

The SureTax Service Setup page allows you to configure CCH SureTax settings for the company that apply to the service module.

To configure service settings, do the following:

  1. Select Departments, and then select CCH SureTax> Service > SureTax Service Setup.
  2. Select the General tab and configure the following settings:
    • Enable SureTax: Enable SureTax. Enables the plug-in to calculate tax in the service module.
    • Disable Automatic Tax Calculation: Selecting this will reduce the number of tax calculation calls made to SureTax. Tax calculation will only be performed when explicitly called for.
    • SKU Option: Select whether to send the transaction type code or SKU to identify items.
  3. Select the Defaults tab and configure the following settings:
    • Default Regulatory Code. Enter the default regulatory code to be used on service transactions.
    • Default Sales Type Code. Enter the default sales type code to be used on service transactions.
    • Default Tax Situs Rule. Enter the default tax situs rule to be used on service transactions.
    • Default Transaction Type Code. Enter the default transaction type code to be used on service transactions.
    • Default Tax Exemption Code. Enter the default tax exemption code to be used on service transactions.

Setting CCH SureTax Options for a Customer

CCH SureTax settings are added to the Dynamics NAV Customer card. Use the following procedure to override the CCH SureTax sales type code for specific Dynamics NAV customer accounts.

  1. Open the customer card for the customer that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. In the SureTax section, select options for the following field:
    • Sales Type Code. Your selection will override the default Sales type code selected on the SureTax Service Setup page on transactions for this customer.
    • Sure Tax Exemption Code. Your selection will override the default exemption code selected on the SureTax Service Setup page on transactions for this customer.
  4. Close the Customer card to save your changes.

Setting CCH SureTax Options for Customer Ship-to Addresses

CCH SureTax settings are added to Dynamics NAV Customer Ship-to Addresses. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV Item charge.

  1. Select the Customer Ship-to Address that you are modifying settings for.
  2. Select options for each of the following fields:
    • Sure Tax Exemption Code. This exemption code will override any exemption code selected for the customer when the ship-to code is specified on a transaction.
  3. Close the Customer Ship-to Address card to save your changes.

Setting CCH SureTax Options for Items

CCH SureTax settings are added to the Dynamics NAV items page. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV items.

  1. Open the Item card for the item that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. Select options for each of the following fields:
    • Transaction Type Code. Your selection will override the default Transaction type code selected on the SureTax Service Setup page on transactions for this item.
  4. Close the Item card to save your changes.

Setting CCH SureTax Options for G/L Accounts

CCH SureTax settings are added to the Dynamics NAV G/L Account card. Use the following procedure to set the CCH SureTax transaction type code for a specific Dynamics NAV G/L account.

  1. Open the G/L account that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. Select options for each of the following fields:
    • Transaction Type Code. Your selection will override the default Transaction type code selected on the SureTax Service Setup page on transactions for this G/L account.
  4. Close the G/L Account card to save your changes.

Setting CCH SureTax Options for Resources

CCH SureTax settings are added to the Dynamics NAV Resources card. Use the following procedure to set the CCH SureTax transaction type code for a specific Dynamics NAV Resource.

  1. Open the Resource that you are modifying settings for.
  2. Expand the CCH SureTax tab.
  3. Select options for each of the following fields:
    • Transaction Type Code. Your selection will override the default Transaction type code selected on the SureTax Service Setup page on transactions for this Resource.
  4. Close the Resource card to save your changes.

Setting CCH SureTax Options for Cost

CCH SureTax settings are added to Dynamics NAV Cost. Use the following procedure to set the CCH SureTax transaction type code for a specific Dynamics NAV Cost.

  1. Select the Cost that you are modifying settings for.
  2. Select options for each of the following fields:
    • Transaction Type Code. Your selection will override the default Transaction type code selected on the SureTax Service Setup page on transactions for this Cost.
  3. Close the Cost card to save your changes.

Setting CCH SureTax Options for Item Categories

CCH SureTax settings are added to Dynamics NAV Item Categories. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV Item categories.

  1. Select the Item Category that you are modifying settings for.
  2. Select options for each of the following fields:
    • Transaction Type Code. Your selection will override the default Transaction type code selected on the SureTax Service Setup page on transactions for this Item Category. If a transaction type code is assigned to both an item and the item category for that item, then the transaction type code for the item is used.
  3. Close the Item Category card to save your changes.

Setting CCH SureTax Options for Resource Groups

CCH SureTax settings are added to Dynamics NAV Resource Groups. Use the following procedure to set the CCH SureTax transaction type code for specific Dynamics NAV Resource groups.

  1. Select the Resource Group that you are modifying settings for.
  2. Select options for each of the following fields:
    • Transaction Type Code. Your selection will override the default Transaction type code selected on the SureTax Service Setup page on transactions for this Item Category. If a transaction type code is assigned to both a resource and the resource group for that resource, then the transaction type code for the resource is used.
  3. Close the Resource Group card to save your changes.

Using the CCH SureTax Features on Individual Service Documents

When you create a service document, the system applies the CCH SureTax settings that are selected on the page of the item type, customer, and SureTax Service Setup page to the new document.

Setting CCH SureTax Settings for Service Transaction Lines

The CCH SureTax plugin allows you to override CCH SureTax settings at the line level on Service transactions. Do the following to configure CCH SureTax settings for individual lines on a Service transaction.

  1. Select the transaction line for which to configure CCH SureTax settings.
  2. Select the Line dropdown on the line items grid.
  3. Select SureTax Settings.
  4. Configure the desired CCH SureTax settings for the line.

Viewing Service Tax Details for Service Documents

The CCH SureTax Tax Results page allows you to view detailed information about the service tax for a document. To access this page, do the following:

  1. Open the service document for which you want to display tax details.
  2. Select Service Tax Results. The CCH SureTax Tax Results page opens. This page shows tax information sent to and returned from CCH SureTax at an order, line, and detail level. The information on this page cannot be edited.
  3. Do the following as needed to view tax details for a specific item:
    • Details for specific line items are displayed in the Line Information grid. Scroll to the left or right as necessary to view line information details.
    • To view tax details for a line item, select the line item. The tax grid will display the applicable tax information for the selected line item. Scroll to the left or right as necessary.
    • Select Actions > View JSON in order to view the JSON of the CCH SureTax Request.

Calculating Tax Details for a Service

Service tax is calculated for a service any time you perform one of the following tasks:

  • Open the Dynamics Dynamics NAV Statistics window for a service document
  • Open the CCH SureTax Tax Results window for a service document
  • Print a service document
  • Release a service document
  • Post an order, invoice, return order, or credit memo

Note: If automatic tax calculation is enabled, tax will also be calculated whenever Dynamics NAV would typically calculate tax, such as when a line item quantity or amount is modified.

Posting a Service Document

When you post a service order, return order, credit memo, or invoice, the plug-in finalizes the CCH SureTax transaction for the document.

Appendix 6 - Modified Objects

Plug-in Module Type ID Name
AV Table 14 Location
AV Table 18 Customer
AV Table 23 Vendor
AV Table 222 Ship-to Address
AV Table 224 Order Address
AV Table 270 Bank Account
AV Table 5050 Contact
AV Table 5714 Responsibility Center
AV Codeunit 1 Application Manager
AV Codeunit 1290 SOAP Web Service Request Mgt.
AV Page 1 Company Information
AV Page 15 Location List
AV Page 21 Customer Card
AV Page 22 Customer List
AV Page 26 Vendor Card
AV Page 27 Vendor List
AV Page 41 Sales Quote
AV Page 42 Sales Order
AV Page 43 Sales Invoice
AV Page 44 Sales Credit Memo
AV Page 49 Purchase Quote
AV Page 50 Purchase Order
AV Page 51 Purchase Invoice
AV Page 52 Purchase Credit Memo
AV Page 370 Bank Account Card
AV Page 507 Blanket Sales Order
AV Page 509 Blanket Purchase Order
AV Page 510 Blanket Purchase Order Subform
AV Page 5715 Responsibility Center List
AV Page 5900 Service Order
AV Page 5933 Service Invoice
AV Page 5935 Service Credit Memo
AV Page 5964 Service Quote
AV Page 5966 Service Quote Lines
Base Table 15 G/L Account
Base Table 27 Item
Base Table 152 Resource Group
Base Table 222 Ship-to Address
Base Table 300 Ship-to Address List
Base Table 368 Order Address
Base Table 369 Order Address List
Base Table 509 Blanket Purchase Order
Base Table 5050 Contact Card
Base Table 5052 Contact List
Base Table 5703 Location Card
Base Table 5714 Responsibility Center Card
Base Table 5900 Service Order
Base Table 5933 Service Invoice
Base Table 5935 Service Credit Memo
Base Table 6630 Sales Return Order
Base Table 6640 Purchase Return Order
Base Table 5600 Fixed Asset
Base Table 5722 Item Category
Base Table 5800 Item Charge
Base Table 5905 Service Lines
Base Table 5910 Service Costs
Base Table 5934 Service Invoice Subform
Base Table 5966 Service Quote Lines
Base Codeunit 398 Sales Tax Calculate
Base Codeunit 841 Cash Flow Management
Base Codeunit 6620 Copy Document Mgt.
Base Page 17 G/L Account Card
Base Page 21 Customer Card
Base Page 30 Item Card
Base Page 72 Resource Groups
Base Page 76 Resource Card
Base Page 300 Ship-to Address
Base Page 301 Ship-to Address List
Base Page 5600 Fixed Asset Card
Base Page 5730 Item Categories
Base Page 5733 Item Category Card
Base Page 5800 Item Charges
Purch Table 23 Vendor
Purch Codeunit 74 Purch. - Get Receipt
Purch Codeunit 90 Purch. - Post
Purch Codeunit 96 Purch. - Quote to Order
Purch Codeunit 1313 Corrected Posted Purch. Invoice
Purch Codeunit 6648 Purch. - Get Return Shipments
Purch Page 26 Vendor Card
Purch Page 49 Purchase Quote
Purch Page 50 Purchase Order
Purch Page 51 Purchase Invoice
Purch Page 52 Purchase Credit Memo
Purch Page 54 Purchase Order Subform
Purch Page 55 Purch. Invoice Subform
Purch Page 97 Purchase Quote Subform
Purch Page 98 Purch. Cr. Memo Subform
Purch Page 138 Posted Purchase Invoice
Purch Page 140 Posted Purchase Credit Memo
Purch Page 509 Blanket Purchase Order
Purch Page 510 Blanket Purchase Order Subform
Purch Page 6640 Purchase Return Order
Purch Page 6641 Purchase Return Order Subform
Sales Codeunit 80 Sales-Post
Sales Codeunit 86 Sales-Quote to Order
Sales Codeunit 6638 Sales-Get Return Receipts
Sales Page 41 Sales Quote
Sales Page 42 Sales Order
Sales Page 43 Sales Invoice
Sales Page 44 Sales Credit Memo
Sales Page 46 Sales Order Subform
Sales Page 47 Sales Invoice Subform
Sales Page 95 Sales Quote Subform
Sales Page 96 Sales Cr. Memo Subform
Sales Page 132 Posted Sales Invoice
Sales Page 134 Posted Sales Credit Memo
Sales Page 507 Blanket Sales Order
Sales Page 508 Blanket Sales Order Subform
Sales Page 6630 Sales Return Order
Sales Page 6631 Sales Return Order Subform
Sales Page 10026 Sales Order Shipment
Sales Page 10027 Sales Order Shipment Subform
Sales Page 10028 Sales Order Invoice
Sales Page 10029 Sales Order Invoice Subform
Service Table 5905 Service Cost
Service Codeunit 5980 Service-Post
Service Codeunit 5988 Serv-Documents Mgt.
Service Page 5900 Service Order
Service Page 5905 Service Lines
Service Page 5907 Service Item Worksheet Subform
Service Page 5910 Service Costs
Service Page 5933 Service Invoice
Service Page 5934 Service Invoice Subform
Service Page 5935 Service Credit Memo
Service Page 5936 Service Credit Memo Subform
Service Page 5964 Service Quote
Service Page 5966 Service Quote Lines
Service Page 5972 Posted Service Credit Memo
Service Page 5978 Posted Service Invoice