Setup Requirements for Sales Tax

Following are the control maintenance records used for Sales Tax, along with additional setup requirements.

Control Maintenance

Set the following control maintenance records:

• Calculate Tax On Freight/Handling In/Out Separately

• Capitalize Tax On Purchase Orders

• Default Tax Jurisdiction

• Enable GST/PST Hot Key In Tax Jurisdiction Code Maintenance

• Enter GL ID For Goods & Services Tax (GST) GL Account

• Non NY State Tax Codes

• Use Price/Ship Br For Ship Via Tax Jurisdiction Overrides

• Use Tax Rate From Original Sales Order For Returns

• Valid Tax Exempt Types

Additional Setup

Before you can use the sales tax feature, you must perform the following tasks:

• Create tax liability accounts.

• Create tax exception groups.

• Create tax jurisdiction codes.

• Assign tax jurisdiction codes to zip codes.

• Enter zip code and ship via overrides by branch if required.

• Link customers to tax exception groups.

• Link products to tax exception groups.

• Link price lines to tax exception groups.

• Enter customer tax jurisdiction overrides and tax-exempt numbers.

See Also:

Sales Tax Overview