This section describes how to integrate and use CCH SureTax automated sales tax software with Q360.

 

Prerequisites

• Your system is updated to Q360 version 9.05 or later
• Active CCH SureTax subscription
• List of required CCH SureTax codes. This must be obtained from Wolters Kluwer.
• Make sure that Director is configured. For more information, see the topic Director Setup.
• Ensure there are no conflicting customizations to the procedures Total_Invoice, Total_Order and Total_Quote

 

Configure API settings

To configure your Q360 setup with CCH SureTax, complete the following steps:

1. Go to Maintenance > API Configuration.
2. Click the Tax CCH tab and enter the following details:
   • URL: The provided URL from CCH SureTax
   • Client ID: The ID provided by CCH SureTax
   • Validation Key: The key provided by CCH SureTax
3. Click Save.
4. Click Test Service to ensure CCH SureTax is correctly configured.

 

Configure setup in Tax Applicable Codes

Tax applicable codes are what end users will see as options charging tax on quotes, orders, and invoices.

To set up tax applicable codes, complete the following steps:

1. Go to Accounting > Admin > Tax Applicable Codes.
2. Click the Plus icon to create the following two entries:
   • CCH-TAX – For all taxable master items
   • CCH-EXEMPT – For all non-taxable master items
3. Enter all the necessary details, and make sure the Service field is set to TaxCCH.
4. Click the Save icon.

Upon initial deployment of CCH SureTax, all master items are automatically assigned the tax code CCH-TAX. To designate a master item as non-taxable, open a Master record and set the TaxAPICode field to CCH-EXEMPT.

If you require other kinds of taxation other than the above mentioned options, change the Master record TaxAPICode field with the desired code (e.g. MAINT and  PROFSERV).

 

 

Configure setup in API Tax Code Maintenance

To use CCH SureTax, you must create tax applicable codes to indicate how each master item type is to be handled. There are eight different master item types in Q360 to differentiate items such as equipment, freight, and labor. These types are as follows:

A	Asset master types are used for physical serialized inventory
Q	Quantity master types are used for physical quantity tracked items
K	Kit master types are for kitted items or packaged goods
L	Labor master types are used for labor related work such as training and consulting
F	Freight master types are used for shipping and handling charges
M	Miscellaneous master types are used for other non-physical items such as warranty, training courses, and maintenance contracts
S	Service master types are used for sub-contractor services
B	Budget master types are used as a placeholder for items and is mostly commonly used in quotes for estimating costs. Typically, when the quote is processed and a project is created, the project manager adds the actual part with a another item type assigned.

 

All taxability codes must be setup in Q360. To do this, complete the following steps:

1. In the windows client, go to Accounting > Admin > Tax Code Maintenance.
2. Enter the following API tax codes and settings:
   

   Tax API Code	Title	Type	Def
   A	Equipment	A	Y
   B	Equipment	B	Y
   F	Freight	F	Y
   K	Equipment	K	Y
   L	Labor	L	Y
   M	Equipment	M	Y
   MAINT	Maintenance	M	N
   PROFSERV	Maintenance	M
   Q	Equipment	Q	Y
   S	Subcontractor	S	Y

3. Keep this grid open displaying all the entries, as you will need to reference it in the next section.

Multiple tax applicable code entries with the same master item type can be added if needed. This is typically required for the following scenarios:

• Multiple M type entries to separate miscellaneous supplies, material, and maintenance contracts
• Multiple L type entries for different types of labor that require different kinds of taxation. For example, Installation Labor versus Professional Service work such as Engineering, Training and Project Management.

 

Configure setup in API Tax Code Service Maintenance

After API tax codes are entered in Q360, they must mapped to CCH SureTax tax codes. The codes that you require for your company must be obtained through your CCH SureTax provider.

To map CCH SureTax codes in Q360, complete the following steps for each of the entries you added in the previous section:

1. Go to Accounting > Admin > API Tax Code Service Maintenance.
2. Click the Add icon to create a new entry.
   • API Tax Code: The code from the API Tax Code Service Maintenance grid from the previous section
   • Tax Dist: The tax applicable code representing the CCH SureTax service
   • Service Code: The corresponding CCH SureTax tax code
3. Click the Save icon.
4. Repeat the above steps for each entry.

The table below is an example in the API Tax Code Service Maintenance grid. Noe that xxxxxxxx should be replaced with the actual service code.

Tax API Code	Tax Appl.	Service Code
A	TaxCCH	xxxxxxxx
B	TaxCCH	xxxxxxxx
F	TaxCCH	xxxxxxxx
K	TaxCCH	xxxxxxxx
L	TaxCCH	xxxxxxxx
M	TaxCCH	xxxxxxxx
MAINT	TaxCCH	xxxxxxxx
NOTAX	TaxCCH	xxxxxxxx
PROFSERV	TaxCCH	xxxxxxxx
Q	TaxCCH	xxxxxxxx
S	TaxCCH	xxxxxxxx