Overriding Geocodes for Tax Jurisdictions

Use this functionality to specify whether the rate for override geocode applies to the state, county, city, or local tax jurisdictions. You can set each jurisdiction to either collect the full rate or collect zero (0) tax, and only apply the override geocode to certain jurisdictions as needed.

To use this functionality both the customer and product for this geocode must be assigned the tax exception group of NST. For more information, see Creating Sales Tax Exception Groups, Assigning Sales Tax Exception Groups to Customers, as well as Assigning Sales Tax Exception Groups to Products or Price Lines.

To override geocodes for tax jurisdictions:

1. From the Files > Tax, Duty & Exchange menu, select Tax Exception Group Maintenance to display the Tax Exception Group Maintenance screen.

2. In the Exception Group ID field, enter a new tax exception group code.

3. In the Override Geocode field, enter the geocode associated with the reduced tax rate that you want to override.

4. Use the Override Tax Juris hot key to display the Override Geocode Tax Juris screen.

Note: This hot key is active only if there is a geocode entered in the Override Geocode field on the Tax Exception Group Maintenance screen. For more information, see Creating Sales Tax Exception Groups.

The Geocode field displays the geocode that you entered on the Tax Exception Group Maintenance screen.

5. Move your cursor to one of the following jurisdictions to indicate which one to apply the override to:

6. State

7. County

8. City

9. County Local

10. City Local

6. Enter one of the following to indicate whether or not to apply the override:

• Y – Charges the full rate for the jurisdiction. This is the default. Uses the override geocode to get the rates for that jurisdiction.

• Note: If you set County to Y, this applies to the county sales tax rate as well as any split geocode set up for that county. The override rates for the override geocode apply. Charges the full rate for the specified jurisdiction.

• N – Charges zero (0) for the jurisdiction. The system uses the generation or header level geocode to get the rates for that jurisdiction.

7. When you are finished, press Esc to save your changes and return to the Tax Exception Group Maintenance screen.

See Also:

Sales Tax Exception Groups Overview

Sales Tax Overview