Sales tax software for Epicor ERP

Only if you buy the add-on. Epicor's answer to tax in Kinetic is Epicor Tax Connect, which it describes as a native SaaS solution with subscription-based licensing, powered by Avalara AvaTax and covering over 14,500 US and Canadian jurisdictions. On filing, Epicor says Tax Connect generates summary and detailed reports on demand and that you export your data for filing, or use Tax Connect Returns for fully outsourced sales tax compliance management. So the filing is real, and it is Avalara doing it under a separate subscription. Commenda files across all 50 states on each state's required frequency, tracks remittance per jurisdiction, and files amended returns where a period needs correcting.

Yes, and generally one per state as well. An item that becomes part of your customer's finished product is exempt in their hands, but the documentation obligation sits with you as the seller. Many large buyers use Streamlined Sales Tax or Multistate Tax Commission forms that cover several states at once, and we accept and apply both alongside single-state forms. For audit strength we still recommend state-specific certificates where the buyer has presence. Your customers upload through a self-service portal that can carry your branding, and we track which states each customer's certificates already cover and prompt them for the missing ones.

The liability falls back on you. An exempt sale with a certificate that does not stand up is treated as a taxable sale, and you owe the tax you never collected. That is why validation happens at upload rather than at audit: the portal checks the signature, the dates, the ID format, and the state-specific fields, and flags expired or missing certificates before a state does. You get one view of who is exempt and in which states, with a clean record of the date each certificate was collected and the date it expires.

Use tax, in most cases. Texas calls this divergent use and states that a manufacturer who uses equipment bought under an exemption certificate for something other than manufacturing for sale must calculate and remit tax on the amount of divergent use. The same logic applies to material issued to an internal job instead of a customer order. Use tax is one of the most under-managed indirect tax categories at growing manufacturers, and the usual failure is not volume but attribution. We categorise procurement transactions against your real site and employee distribution instead of asking you to enter a percentage per state, and we can represent you if an assessment has already landed.

It depends on the state and on what the equipment does. Texas exempts property that makes a chemical or physical change in the product being manufactured and is necessary and essential to the process, and excludes some items by name. A hammer is taxable even when it is used to fabricate a product for sale. Other states draw the line in different places, and several offer a reduced rate rather than a full exemption. We map each purchase category to the treatment that applies per state, and where a prior tool has been applying a default code meant for physical goods, we review what was overpaid and what is recoverable.

No. Nothing Epicor publishes about tax in Kinetic monitors a registration threshold. Tax Connect is a calculation, certificate, and returns service, and its own pages describe rate research, jurisdiction determination, and reporting. Epicor's global capabilities page even explains when a foreign trader has to register for VAT, and then leaves the registering to you. Commenda measures your Epicor transactions against economic and physical thresholds in all 50 states, every EU member state, and 70+ countries, and notifies you at 80% of a registration threshold, before you cross it.

Up to a point, and Epicor is specific about where that point is. Tax Connect calculates in more than 200 countries beyond the US and Canada, and Epicor states it supports rates in every country with a VAT or GST system recognised by the UN, but not complex or country-specific VAT scenarios. It names three EU VAT directive articles it does not support: Article 194 domestic reverse charges for a non-established business, Article 197 triangulation, and Article 199 local reverse charges. Epicor also says Tax Connect is not a replacement for its Country Specific Functionality packs, which are purchased separately per country from more than 30. Commenda covers VAT, GST, and sales tax across 70+ countries from one platform, including EU VAT with OSS and IOSS.

Yes. Custom assemblies, kits, process aids, and industry bundles rarely map cleanly onto an off-the-shelf tax category, and getting that wrong is expensive in both directions. Our tax content team creates codes for non-standard products, and each SKU resolves to the right treatment per state automatically, taxable in one and exempt in another, so you are not maintaining a 50-state rules matrix yourself.