The TE Document Import window allows you to import historical documents from Microsoft Dynamics GP Sales Order Processing to use with the KampData TaxEngine Sales & Use Tax Reports.

Clear this checkbox to import the documents' tax location addresses as they exist in the Microsoft Dynamics GP transactions. Select this checkbox to have the documents' tax location addresses examined, and corrected when they are invalid.

Clear this checkbox to import the tax amounts as they exist in the Microsoft Dynamics GP transactions. Select this checkbox to have the KampData TaxEngine calculate the tax based on existing or refreshed tax details.

Clear this checkbox to import the tax detail IDs as they exist in the Microsoft Dynamics GP transactions. Select this checkbox to create a fresh set of tax detail IDs based on each line's tax schedule ID prior to recalculating taxes.

Clear this checkbox to import the tax schedule IDs as they exist in the Microsoft Dynamics GP transactions. Select this checkbox to allow the KampData TaxEngine to determine which tax schedule ID to use for each line in each document. After selecting the tax schedule, the tax details will be refreshed and the taxes recalculated.

Select a choice for refreshing the Jurisdiction IDs from the drop down list.

• NONE: Import the documents' line items' Jurisdiction IDs as they exist in the Microsoft Dynamics GP transactions.
• BLANK: Refresh blank line item Jurisdiction IDs with the Jurisdiction IDs ascertained from default tax schedules for the line items' tax locations.
• ALL: Refresh all line item Jurisdiction IDs with the Jurisdiction IDs ascertained from default tax schedules for the line items' tax locations.

Enter range restrictions. The drop down list shows the available options including:

• Document Date
• SOP Number
• SOP Type
• State

Click Insert to add a range into the Restrictions List. To remove a range, select the range and click Remove.

Set the level of logging for importing documents.

Begin the document import process.

One purpose/benefit of running this import that it creates the related transaction tax history in the following KampData TaxEngine tables:

• Transaction Document Table
• Transaction Line Table
• Transaction Tax Table

These tables contain all the data required to generate comprehensive, straight forward tax reports including those predefined in the KampData TaxEngine These tables are designed in such a way that the limitations on tax reporting for multiple ship-to SOP documents are eliminated.

Tax Engine Windows