Managing Sales Tax with Dynamics NAV

2 Agenda Complexities of Sales & Use Tax Front End Back End Challenges within NAV Solutions Presentations CorpSystems Sales Tax Office CorpSystems Sales Tax Returns Online

3 CCH, a Wolters Kluwer business CCH founded in 1913 Leading Provider of Tax Research 60,000+ CPA clients, and SME, Large Corporate The global leader in tax research and software CCH Master Tax Guide - industry gold standard a division of Wolters Kluwer - 20,000+ employees - revenue of $5B/yr

4 Complexity of Sales & Use Tax Front End – Correctly Calculating Sales Tax What are the rates? State City County Special District Whats being sold? Taxability Exemptions Wheres it being sold Nexus Address Validation

5 Complexity of Sales & Use Tax Back End – Correctly Submitting Sales & Use Tax Returns Nexus- where are you responsible to file? How many? Home Rules Filing Frequency – how often are you required to file? Monthly Quarterly Annually

6 Challenges of Sales Tax within Dynamics NAV Initial research of rates (14,000+ Jurisdictions) Are rates current? Taxability Rules Manual creation and update of tax detail and schedules Human Error Time Reporting Address Validation- Tax Footprint Exemption Management Audit Exposure

7 Sales Tax Office Overview Server based Sales Tax calculation engine. Advanced Situs Rules, Ship-to, Ship from, Order Placement & Order Approval Custom Tax Schedules, Tax Holidays, Effective Dates Exemptions Special Tax Districts Liability Reporting Comprehensive Quality Data by CCH General – Various Products & Services Food Medical Restaurant Customizable Tax Matrix Energy and Telecom Seamless Integration to Sales Tax Returns Online

8 Why Sales Tax Office? Nexus Where are you required to collect tax? State County City Special Tax Districts

9 Tax Jurisdiction Determination: Which is the correct tax jurisdiction? Geospatial level of accuracy Special Tax Districts Districts Coverage Address validation Why Sales Tax Office?

10 Why Sales Tax Office? Exemptions Is the sale exempt from tax? Customer based Product based Use Based

11 Why Sales Tax Office? Comprehensive Quality Data by CCH Is custom software taxable in Atlanta, GA? Taxability Rules Rates Effective dates Tax holidays Special Tax District Coverage Min & max rules Customizable

12 Sales Tax Returns Online Sales & Use Tax Returns Preparation Simple Data Feed Seamless Integration Electronic Filing Prepare and Populate Sales or Use Tax How to file Signature ready CPA Technology 5 star rating

13 Demonstration

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15 CCH CorpSystems Sales Tax CCH: Quality Products, Research, & Service Visit Use- Next to Registration Table and the Expo Tonight Call: Online: