Sales tax software for Deltek Vision

It depends on the state, and the variation is wider for services than for goods. Texas defines taxable services as 16 broad categories named in its Tax Code, and even inside those it carves out detail: 20% of the charge for data processing services is exempt, and the same 20% applies to information services. Other states tax services broadly, and a few tax almost none. Taxability can also turn on the delivery model and on the customer type within a single state. We maintain that state-by-state matrix and map each service code you bill into it, so the correct treatment resolves per invoice line rather than per firm.

Both can matter, which is why this gets decided per transaction rather than per client. Some states source a service to where it is performed and others to where the benefit is received, so the same engagement can point at two different answers depending on the pair of states involved. Vision does not help here: Deltek documents that the tax codes offered on an invoice are filtered by the tax country on the client's address, and states that a country can have only one tax region. Commenda carries both the performance location and the client location on each transaction and applies the sourcing rule for the states in play.

Often, yes, and it does not wait for a revenue threshold. Physical nexus comes from people, property, or inventory in a state, and a design or engineering team resident on a client's premises for months is exactly that. Economic nexus is the other half: most states use 100,000 dollars in sales or 200 transactions in a rolling twelve months, and California and New York use 500,000 dollars. Neither shows up in Vision, because a timesheet in another state never reaches an invoice. A short questionnaire covers physical presence alongside the transaction data.

Not in the US, and not anywhere without you sending the file. In the US, Vision gives you two reports, the Sales List and the Tax Analysis report, and only once the Tax Auditing feature is switched on. Deltek states that without Tax Auditing you can enter tax on billing invoices and purchase orders but cannot report on them. Outside the US it goes further and generates real statutory output: Intra EU Community XML, a Belgium Client Listing, a Belgian VAT Declaration, and the German ELSTER monthly return. Deltek's own final step in both procedures is to send the tax file to the tax authorities as you normally do. Commenda files across all 50 states and 70+ countries, with amendments where a period needs correcting.

By consolidating transactions rather than reports. Deltek documents that when you use Multicompany, only information for the active company is included in the Tax Analysis report, and that billing transactions belonging to a lower level of a project's work breakdown structure will not appear at all unless you run the report for the company that owns that level. Deltek also states you must set up tax codes separately for each company. Commenda pulls every company into one ledger tagged by the state each transaction belongs to, so you get one exposure figure per state and can still switch between entities on the same dashboard.

It can, if the components have different taxability in that state. A single blended line that combines a taxable and a non-taxable element usually produces the wrong answer, and splitting them into distinct product codes going forward usually produces the right one. You do not need to re-issue historical invoices to fix the setup. We map your billing terms and service codes during onboarding, including reimbursable expenses and pass-through consultant costs, and flag where a prior default code has been inflating or understating what you collected.

No. Commenda reads your transactions, so it does not depend on which Deltek release you are on. It is worth knowing where Vision stands: Deltek's own Vision product URL now redirects to the Vantagepoint page, and its published Vision help library lists releases up to 7.6. We have not found a Deltek end-of-support date, so we will not quote one. What matters practically is that your registrations, your exemption certificates, and your exposure history sit outside the ERP, so a migration to Vantagepoint does not restart your compliance record.

Yes. US sales tax and EU VAT are handled from the same platform, with each tax type routed to its own account so your books stay clean, and Commenda covers 70+ countries in total including EU VAT with OSS and IOSS. Vision covers the European side selectively, with named formats for Belgian and German filings and nothing comparable elsewhere. Where a group company runs on something other than Vision, that system connects separately across 100+ supported integrations, and a mapped monthly CSV covers anything with no connector.