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How to Install Tax Updates in Dynamics GP 2010 & 10

There are two ways you can install tax table updates in GP 2010 and 10—Automatic and Manual. Both options fulfill the same goal:  updating GP with the latest tax rates and wage limits. This article will walk you through both methods.

The first thing you have to do for either method is log in to GP using a login that has the appropriate database permissions. The typical users for this task are “sa” (SQL Server Administrator) and “DYNSA” (a user created during the installation of GP). Most companies use “sa”, but “DYNSA” was created for the purpose of relieving IT departments from having to give out the “sa” password and keep it secure and providing GP administrators a way to manage users and tax updates. (If you don’t know the DYNSA password, your database administrator can reset it using SQL Server Management Studio.)

Option 1:  Automatic Tax Update

What you’ll need:

  • Internet connection
  • Your company’s authorization number
  • The password for “sa”or “DYNSA”

The use of the word “automatic” is not quite correct. You still have to log in to GP to start the process. However, you only have to start the process, because the system does the rest.

Log in to any GP company to get started. It does not matter which company you use, because the process is updating system-level tables, not company-level tables.

Go to Microsoft Dynamics GP menu | Maintenance | U.S. Payroll Updates | Check for Tax Updates.

Upon selecting the last item in the path, you are presented with two options:  Automatic and Manual.

Select “Automatic” and click “Next.”

Enter your authorization number. If you don’t know it, you can find it in CustomerSource. If you don’t know how to get into CustomerSource, contact us or Microsoft for that information.

Click the “Log in” button.

You should see progress bars indicating that the tax tables are being downloaded. Upon their completion, the window below indicates the tables have been updated.

Click the “Finish” button, and you’re done. The process should only take seconds, depending upon your Internet connection.

Option 2:  Manual

What you’ll need:

  • Downloaded tax update file
  • The password for “sa” or “DYNSA”

The manual option requires that you log in to CustomerSource and download the tax table file. The file usually has a name of “tx.cab.”

Place this file in a folder you can access from the machine you’re going to use to install the tax tables.

Log in to any GP company as “sa” or “DYNSA” and use the path mentioned in Option 1.

Select the “Manual” option instead of the “Automatic” option.

Click the “Next” button and select the path where the tx.cab file is located.

The tax tables will be updated, and you will receive a message showing that the tables have been updated.

Once the tax tables are installed by either method, you can verify the update by going to Microsoft Dynamics GP menu | Tools | Setup | System | Payroll Tax.

Notice the field at the top named “Last Tax Update.” Compare this value with the information you can find in the documentation that accompanies the tax file download in CustomerSource.

If you have any questions, please contact our Microsoft Dynamics GP support center at 877.253.7778 or GPSupport@bkd.com.

This post was written by:

Charles Allen is a member of BKD Technologies. He has more than 22 years of experience as a technology consultant, performing information systems needs assessments and analysis and providing system selections, implementations, installations, training and support for a variety of industries, including manufacturing and distribution.

3 Responses to “How to Install Tax Updates in Dynamics GP 2010 & 10”

  1. avatar Michael Howard says:

    Do you need to get all users out of GP before running a tax update? Do you need to backup the reports.dic file, forms.dic file, or dynamics.vba file before running a tax update?

    I’m finding documentation that states that you do, but if a tax update need only be run once and not on every machine running GP, it seems that such files woujld not be modified.

    • avatar Charles Allen says:

      You do not need to get users out when downloading tax updates. Tax updates affect the tax tables only and do not require any changes to the application. You do not need to back up the dictionary files when installing tax updates.

      Tax updates are different, of course, than Year End Updates. For Year End Updates, users do need to be logged out of GP because you are installing a service pack. You would need to back up your dictionary files.

      Charles

      • avatar Michael Howard says:

        Thank you, Charles. I appreciate your help. Your answer is consistent with how I understood the nature of a tax update, but I couldn’t get my GP consultant to confirm this. Who says you get what you pay for?

        Thanks, again.

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