The Minnesota Department of Revenue will be administering the following new sales and use taxes effective January 1, 2023.
https://www.revenue.state.mn.us/sites/default/files/2022-10/General_Notice_Renville_Co.pdf
The sales and use tax rate changes apply to sales made on or after January 1, 2023. They will be in addition to all other taxes in effect. Local sales tax applies to retail sales made and taxable services provided within the local taxing area (county/city limits). The tax applies to the same items that are taxable under the Minnesota sales and use tax law.
Purchase orders entered in SWIFT on or after January 1, 2023, will calculate the new tax rates for each county/city. Existing purchase orders and/or their vouchers will need to be adjusted to pay the correct tax if delivery occurs after various dates. Please note that the dates will be different based on whether goods or construction materials are being delivered. Check the tax notice for the affected city for the correct dates.
For assistance in changing the sales tax on a purchase order, please consult the Update the Sales Tax Settings on an Existing Purchase Order quick reference guide. You can also view the Update Sales Tax on an Existing Purchase Order video.
Impact of the New Local Tax on Accounts Payable
Vouchers entered in SWIFT on or after the tax effective date will calculate the new tax rates for each county/city if the Invoice Date is on or after the tax effective date. If the Invoice Date is before the tax effective date, SWIFT will exclude the new tax rates. Please review the tax calculation carefully prior to payment on all vouchers with Ship To locations within these jurisdictions.
Please see the Minnesota Department of Revenue tax notice for the appropriate city for guidance in handling orders and payments during the transition period:
https://www.revenue.state.mn.us/sites/default/files/2022-10/General_Notice_Renville_Co.pdf
SWIFT will be updated with the new tax codes for all existing Ship To addresses located in the affected cities or counties. New purchase orders, created on or after Sunday, January 1, 2023, will calculate the new rate of tax for the ship to addresses within those counties/cities. Existing purchase orders may or may not need to have the tax code updated on it if the payment can be processed during any allowed grace period(s). Again, see the general notice for each county/city.
Previously any Ship To addresses in affected cities may have used the tax code of 0000, State Tax only. To calculate the new combined rate, state, and local tax rate, the tax code(s) on the purchase order must be updated to the new tax code(s) from the 0000 tax code. Because of the various transition rules, these codes will not be updated by SWIFT and must be updated by the purchase order buyer.
The SWIFT Training team offers online training through webinars, training guides, video tutorials, eLearning, and one-on-one sessions.
To enroll in a SWIFT training, sign in to Self Service or the Administrative Portal and select the Learning Management tile.
Currently, there are seats still available for the following webinars and eLearning.
|
MODULE |
WEBINARS/eLEARNING
|
DATE(S) |
|
INTRO |
Introduction to EPM Data Warehouse/SWIFT
|
1/17/23; 2/7/23; 4/5/23; 6/7/23 |
|
INTRO |
Introduction to SWIFT Navigation webinar |
12/15/22; 1/12/23; 2/16/23; 3/15/23 |
|
INTRO |
Introduction to SWIFT Reporting webinar |
1/11/23; 2/9/23; 3/8/23; 4/6/23; 5/4/23; 6/8/23 |
|
INTRO |
Introduction to SWIFT eLearning |
Anytime |
|
AP |
SWIFT Create Vouchers Overview in Accounts Payable webinar |
1/10/23; 4/4/23
|
|
AR |
SWIFT Accounts Receivable Apply Payments to Invoices webinar |
2/15/23; 5/16/23
|
|
AR |
SWIFT Accounts Receivable Direct Journal Deposits webinar |
2/14/23;5/17/23 |
|
AR |
SWIFT Accounts Receivable Maintenance Worksheets webinar |
2/16/23;5/18/23 |
|
BI |
SWIFT Billing Part 1 webinar |
1/25/23;4/26/23 |
|
BI |
SWIFT Billing Part 2 webinar |
1/26/23;4/27/23 |
|
EPM |
Build a My Dashboard for SWIFT Reports in EPM lab |
3/1/23 |
|
EPM |
Create a SWIFT All Expenditures Report in EPM lab |
2/2/23;5/3/23 |
|
EPM |
SWIFT EPM Create and Save a New Analysis lab |
12/15/22; 3/22/23;6/14/23 |
|
EPM |
SWIFT EPM Create and Save the All Receipts Report lab |
1/12/23 |
|
EPM |
SWIFT EPM Create and Save the Manager's Financial Report lab |
1/31/23; 3/30/23;5/25/23 |
|
EPM |
Understand the SWIFT Data in the EPM Data Warehouse webinar |
2/1/23;5/16/23 |
|
EPM |
Use SWIFT Standard Reports in EPM lab |
12/8/22;5/9/23 |
|
KK |
SWIFT Budget Journal Administration webinar
|
1/19/23;6/22/23 |
|
PO |
SWIFT Create Purchase Orders webinar |
12/14/22; 2/9/23; 4/11/23; 6/6/23 |
|
SC |
SWIFT Create a Supplier Contract Shell webinar
|
5/4/23 |
|
SC |
SWIFT Import and Process a Contract Document Electronically webinar
|
5/4/23 |
|
SS |
SWIFT Strategic Sourcing 1: Create, Post and Approve Events webinar |
3/9/23 |
|
SS |
SWIFT Strategic Sourcing 2: Analyze and Award Events in webinar
|
3/9/23 |
|
SS |
SWIFT Strategic Sourcing eLearning |
Anytime |
Contact the SWIFT Help Desk for any SWIFT-related questions or issues.
Email: SWIFTHelpDesk.MMB@state.mn.us
Phone: 651-201-8100, option 2
Hours: 7:30 a.m. to 4:00 p.m., Monday through Friday (closed holidays)
When contacting the SWIFT Help Desk, make sure to include details about your question or issue, including:
Additional assistance can be found on the SWIFT Training Guides and Resources page.
