Microsoft Dynamics SL connector for Ava Tax Jeff

Microsoft Dynamics SL connector for Ava. Tax Jeff Suwyn Plumbline Consulting jsuwyn@plumblineconsultling. com Mark Fulton Avalara mark. fulton@avalara. com

• Our mission is to help businesses of all sizes achieve compliance by delivering comprehensive, automated, cloud-based solutions that are fast, accurate, and easy to use • Headquarters Seattle, WA – Irvine, CA | Bainbridge Island, WA | San Diego, CA | Rocklin, CA | Falls Church, VA | Durham, NC | Green Bay, WI | Houston, TX | Harrisburg, PA | Denver, CO | London, England | Brighton, England | Pune, India | Dublin, Ireland | Sau Paulo, Brazil • Flagship product, Ava. Tax, supplies end-to-end compliance solutions for tax calculation, exemption certificate management, and returns processing services • Certified connector for Dynamics SL 2

Our reason for being • 42% would rather than a root canal than go through a sales tax audit • 42% think acing the SATs is easier to accomplish than mastering sales and use tax regulations • 48% think a Rubik’s Cube would be easier to master than sales and use tax laws • 69% say that understanding sales tax compliance is one of the most confusing aspects of the accounting team’s job Source: Wakefield Research 2015

70% of accounting professionals say their companies conduct sales tax online. Yet 39% of accounting professionals don’t know all of the states where their business has nexus. Source: Wakefield Research 2015

The cost of compliance Average annual cost to manage sales and use tax $63, 000 $70, 000 (Small) $67, 000 (Mid-size) $7, 153 Administration of taxability changes $14, 640 Tax return prep and filing $60, 000 $10, 620 $50, 000 $12, 851 $8, 936 $40, 000 $7, 080 $30, 000 $20, 000 $7, 080 $6, 084 $7, 985 Researching product taxability rules $9, 887 Researching nexus status $11, 079 $12, 738 Managing use tax requirements Small Mid-size $8, 668 $5, 830 $10, 000 $0 Source: 2015 Aberdeen Group report Responding to auditor requests and managing the audit process Managing customer exemption certificates

The cost of compliance – Enterprise $393, 664 / 749 hours annually lost to annual workload $400, 000 Annual Costs Annual Hours $32, 748 62 $79, 692 151 Tax return prep and filing $86, 769 166 Responding to auditor requests and managing the audit process $40, 584 77 $54, 444 103 $26, 832 52 $72, 588 138 Administration of taxability changes $350, 000 $300, 000 $250, 000 $200, 000 $150, 000 $100, 000 $50, 000 $0 Source: 2015 Aberdeen Group report Managing customer exemption certificates Researching product taxability rules within each state Researching nexus status Managing use tax requirements

Avalara’s Compliance Cloud Platform Automated transactional tax compliance across the U. S. and over 100 countries worldwide

What Avalara brings to the table • A Go-live experience that focuses on ease-of-installation and getting clients up-and-running quickly • Urgency that comes with supporting clients’ returns deadlines • Avalara University that provides 24 x 7 x 365 access to resources • An Accountant’s Advantage Program that provides CPE credits • A return-on-investment model that is easy-to-understand offers quick payback while reducing risk

Guaranteed Accurate The right rate. Every time. • For as long as you are a customer of Avalara Ava. Tax, if you ever suffer a negative audit finding and financial loss related to an inaccurate result returned by the Avalara service, we will pay your uncollected tax, penalty and interest, or refund your prior 12 months’ service fee, whichever is lower. Learn more at Avalara. com.

Why do I need Ava. Tax’s online service? • Enjoy setting up tax ID’s in SL

Why do I need Ava. Tax’s online service? • Enjoy setting up tax ID’s in SL • Have the time to monitor tax changes • It’s fun and not stressful to make sure SL is updated with the latest tax updates • Manually maintaining and updating SL Tax information keeps my fingers busy

Microsoft Dynamics SL connector for Ava. Tax • Versions supported: SL 2011 FP 1 (8. 10. 30917) or later SL 2015 or later

Microsoft Dynamics SL connector for Ava. Tax • Areas supported: Accounts Receivable Invoices Project Flexible Billings & Construction Billing Order Management Sales Orders & Shippers

MS Dynamics SL & Ava. Tax Process AR Invoice example Status: Uncommitted Tax calculated

Accounts Receivable Committed

Customer Addresses

Flexible Billings Uncommitted Tax calculated Generates SL taxes lines

Flexible Billings Committed

Flexible Billings • Invoice and Adjustment Maintenance • Automatic Invoice • Constructions Billing

Project Address • User defined Project Addresses – Project Ship To – Project Address (ex PR, BI) – Customer Main Address

Order Management • Sales Order • No entry in Ava. Tax Generates SL taxes lines Tax calculated

Order Management • Shipper Uncommitted Tax calculated Generates SL taxes lines

Order Management Committed

Address Committed

Order Management Setup • Customizations to – Sales Order – Shipper • Added Order Steps

WHAT NEEDS TO BE SETUP?

Setup Tax Maintenance • Setup a SL Tax ID in the Tax Maintenance screen – Example: AVATAX

Setup Tax Categories • Setup Tax Categories as needed

Update Customer Maintenance • Update Customer’s Tax information

Entity/Use Codes • Assign Entity/Use codes to customers as needed

Validate address processes available • Company Maintenance • Customer Maintenance • Shipping Address (Order Management)

Address Validation Batch Utility

Ava. Tax Connector Setup • Enable/Disable – Entity/Use Code Entry

Ava. Tax Connector Setup • Are there any specific areas where you don’t want Ava. Tax turned on?

Ava. Tax Connector Setup • Enable/Disable – Address Validation

Future Needs? • Purchase Orders – No formal tax in SL PO screen – Add a Misc. Charges line item for Sales Tax?

Future Needs? • Accounts Payable – Voucher and Adjustment Entry – Calculate Tax • Line Item • Doc Total

jsuwyn@plumblineconsulting. com Mark. fulton@avalara. com