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Tax Converter
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Available for $595 + $150 per year,
Tax Converter is a utility to be used with Sage 300. This utility saves time
and reduces opportunities for error during a tax conversion.
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*New*
Support has been added for Sage 300 2021.
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HST / PST / GST Conversion in Sage 300 is not as simple as changing a tax rate.
Manually changing Tax Groups
on dozens or hundreds of customers, vendors, items, item prices and related entities is time
consuming and subject to entry error. Using the Import/Export capabilities in Sage 300
and manipulating spreadsheets may save some time,
but involves steps and formulas which are also subject to error.
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While Tax Converter was initially developed for the Canadian BC and
Ontario HST (Harmonized Sales Tax) conversions for July 2010, it is a
general purpose utility that can be used in any situation when Sage 300 Tax
Groups, Authorities and Classes must be changed. The examples in the user
guide describe a conversion from HST back to GST / PST - such as what
happened in British Columbia in 2013.
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| Features and Benefits |
| • | Tax Converter replaces clumsy manual or import/export schemes with a properly built Sage 300 SDK solution. |
| • | Targeted for Canadian HST conversions, but not restricted to HST, it is a general purpose tax conversion program that can be used in any country. |
| • | Tax Converter will perform one-to-one, one-to-many, many-to-one or many-to-many changes to Tax Authorities within a Tax Group. A typical HST scenario would involve combining the GST and PST Tax Authorities into an HST Authority. This would take place in a tax group such as ONTAX or BCTAX. |
| • | Tax Class changes can also be done if required by the new tax regulations. In the HST scenario, these adjustments may be required special tax exclusions. |
| • | Situations requiring intervention are flagged and placed into the log. For example, when combining GST and PST into HST for a tax-exempt customer, there may be 2 tax-exempt registration numbers to be reconciled. |
| • | A complete log of changes is kept, insuring no data loss. |
| • | Uses Sage 300 business objects, insuring the consistency of resulting data. |
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| Platform Requirements |
| • | Sage ERP Accpac version 5.6 to 6.0 or Sage 300 2012 to 2021 |
| • | A single executable program works with all platforms |
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