How to determine your tax interface setups

Distribution SX.e offers multiple options for tax calculation. The options you choose depends on your geographical location, the type of taxes you are required to collect, and whether you are using a third-party tax solution. These options are initially specified in SA Company Setup.

This matrix provides a decision-making tool to help you determine your interface and method. The x-axis shows the Tax Method options; the y-axis shows the Tax Interface options. The x-axis also shows the tax master record required for the Tax Method selected, which is based on geographical location. The values displayed at the intersections of the options indicate the processing elements of the combinations: Tax rates, GL accounts, and Addon taxability. For example, if you use a third-party tax solution, that third-party calculates the tax rates.

Tax Interface

Tax Method=SUT

SASGS

United States

Tax Method=GST

SASGL|SASGG

Canada

Tax Method=VAT

SASGV

United Kingdom|Mexico

System Rates

Tax rates

GL accounts

Addon taxability

Tax rates

GL accounts

Addon taxability

Tax rates

GL accounts

Addon taxability

Sovos SUT

GL accounts

Addon taxability

GL accounts GL accounts
Sovos GTD

GL accounts

Addon taxability

GL accounts

Addon taxability

GL accounts

Addon taxability

AvaTax

GL accounts

Addon taxability

GL accounts

Addon taxability

GL accounts

Addon taxability

Vertex Cloud

GL accounts

Addon taxability

GL accounts

Addon taxability

GL accounts

Addon taxability

This table lists the tasks you complete when implementing your tax interface. The x-axis shows the Tax Interface options. The y-axis lists the tasks. The values displayed at the intersections of the options indicate whether the task is typically required when implementing that interface. Depending upon how you conduct your business, some record setup is optional. Some third-party tax solutions required additional specific record setup.