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Thomson Reuters ONESOURCE Indirect Tax Determination for Dynamics 365 Customer Engagement CRM

por Thomson Reuters

Industry standard for VAT, GST, sales tax and use tax

Thomson Reuters ONESOURCE Indirect Tax Determination for Microsoft Dynamics 365 for Customer Engagement, Enterprise is a smarter end-to-end tax solution for US and global sales tax, use tax, VAT, and GST regardless of your corporation’s size or geographic reach. Automate the entire transactional tax lifecycle — from rate calculation to compliance. Say goodbye to manual work and focus your time on growing your business.

Better manage tax liability through our seamless integration with your existing sales processes. ONESOURCE Indirect Tax Determination intelligently delivers billions of real-time tax decisions at the point of transaction, integrated with your Dynamics 365 system. Each time you run a sales transaction in your Dynamics 365 system, ONESOURCE Indirect Tax Determination instantly calculates precise taxability, evaluates exemptions, and applies the final tax decision back to the transaction in Dynamics 365.

Verified security

  • Rest easy knowing your data is secure and protected on a cloud hosting platform with continuously monitored ISO 9001 and ISO 27001 certified compliant systems.

Tax compliance

  • Get real-time sales and use, VAT, and GST tax calculations on Dynamics 365 transactions in quote-to-cash business processes. Make filing and audit defense easy with built-in, customizable reports and signature-ready returns.

Trusted tax content

  • Avoid penalties by relying on our automated tax engine for accurate tax calculations. Automatic updates ensure you get the latest content from thousands of global tax authorities, certified compliant to SSAE 18 and ISAE 3402 standards. Easily map to the most comprehensive set of product and service categories for accurate calculations in every jurisdiction.

Address validation

  • Quickly cleanse, verify, and store all addresses with USPS CASS-certified address validation.

Exemption certificate management

  • Ensure customer transactions are correctly exempted and certificates stay up to date with certificate management, including a customer portal where your customers can enter their own exemption certificates.

Integration resiliency

  • Achieve the highest degree of business continuity and tax accuracy with system monitoring and detailed logging.
  • MICROSOFT UNIVERSAL TAX RATE API (PLANNED & IN PROGRESS)
Key features:

•1. Ability to calculate tax on Sales Quotes, Orders and Invoices.
•2. Ability to make tax and address validation calls to both SOAP and REST endpoints.
•3. Ability to validate addresses during creation and modification.
•4. Ability to identify and store residential addresses (REST endpoint).
•5. Logging capabilities with different log levels such as Info, Warning, Error and Debug with Delete and Export options.
•6. Ability to make tax calls in transactional or accounting currency.
•7. Custom attributes with support for B2B transactions including address registration attributes.
•8. Tax reconciliation report and tax error-handling capabilities.
•10. Process and performance improvements.


Visão geral

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