Submit Your Suggestions for Vista

Extend sales/use tax calculations to provide broader compliance with regulatory rules and limits.

Some US jurisdictions impose transactional sales/use tax limits (FL, ND, others) – these typically involve a multi-level tax code (e.g. combined State and Local) where one or more of the individual components may be limited.  Limits are typically expressed in one of 3 ways:

• Tax basis limit (e.g. tax calculated on first $5000 only)
• Tax basis threshold (e.g. first $750 exempt from tax)
• Tax amount limit (e.g. tax not to exceed $25 per transaction)

Need input on the following:

• Vista applies and calculates tax at a detail/line level, but these limits generally refer to invoice/transaction total level.  Would a line level limit be sufficient or must this feature be implemented at the invoice total level?
• If applied to the invoice total - how are you manually adjusting your invoice lines to enforce these tax limits? (e.g. all tax on a single line or spread across multiple - how is tax distributed)
• Sales invoices (JB, AR, SM, MS) and then PO and SL would appear to be the highest priority areas - do you agree?  Is is necessary to extend this feature throughout Vista - everywhere sales/use tax is calculated? (e.g. imports, AP, others)
  
• Would you welcome an integration with a 3rd party tax service to perform these calculations within Vista? (e.g. Avalara, Vertex, other).  If there was a modest additional cost?