ACCT TAX

The following control maintenance records belong to the TAX area within the ACCT (Accounting) category.

Address Verification Setup

Select which verification service you use to determine sales tax by address. More:

Field	Description
Default Country	Enter the primary country where the order's addresses should be verified.
Verification Service	(View Only) Available services as defined in your system settings.
Enabled	Turns on the process for verifying addresses in orders for calculating tax.
Address Verification Mode*	Indicate if you want to check addresses manually or automatically. By selecting Automatic, the system checks every location on the order in which an address displays. The default is Manual.
Country Verification List	Enter the valid countries you want to use for the address verification.

Allow International Addresses

You can set your system to consider the country when validating the entry in the Zip code field on various Eclipse windows. Setting your system this way allows you to handle international addresses that may have the same postal code as a U.S. zip code.

To use the international zip code functionality, set Allow International Addresses to Y. The default is N.

The field, Length of the State for Solar Input, refers to the entry you make in the Zip Code Maintenance window for the Enter Country of the Zip field. The default is 20 characters.

Calculate Tax On Freight/Handling In/Out Separately

Indicate whether to tax freight and handling in and freight and handling out charges separately. More:

Options	Yes - The system taxes freight and handling in and freight and handling out charges separately. No - The system taxes the combined freight and handling charges.
Outcome of setting this control record	Determines how freight and handling charges are taxes.
Default Value(s)	Yes
Dependencies	For this to work properly, enter the G/L account for freight and handling charges in the Jurisdiction G/L Account field in Tax Jurisdiction Code Maintenance and assign the corresponding tax rate in the Freight and Handling field.
Action if set to Null	As if set to Yes.
Additional Information	For more information about creating jurisdiction codes, see Creating Sales Tax Jurisdiction Codes in the Account Setup documentation.

Default Geocode Method For National Sales Tax

Select which the entity record the system uses to determine an order's geocode when no ship via is assigned to the order. More:

Options	S - System uses the entity record for the shipping branch. P - System uses the entity record for the pricing branch. H - System uses the entity record for the ship-to customer.
Outcome of setting this control record	Determines from which entity on the sales order the system uses to determine the order's geocode for National Sales Tax if no ship via is assigned to the order.
Default Value(s)	Shipping Branch
Action if set to Null	The system uses the shipping branch to determine the geocode.
Additional Information	If the entity has no geocode override, then the system uses the Default Geocode assigned to the entity record's zip code in Zip Code Maintenance.

Default Tax Jurisdiction

When the system does not find a tax jurisdiction for a transaction, it refers to this record.

Default Tax Jurisdiction Method

Indicate which entity record the system uses to determine an order's tax jurisdiction when no ship via is assigned to the order. More:

Options	S - System uses the entity record for the shipping branch. P - System uses the entity record for the pricing branch. H - System uses the entity record for the ship-to customer.
Outcome of setting this control record	Determines from which entity on the sales order the system uses to determine the order's tax jurisdiction if no ship via is assigned to the order.
Default Value(s)	Shipping Branch
Action if set to Null	The system uses the shipping branch to determine the tax jurisdiction.
Additional Information	If the entity has no tax jurisdiction override set in the Sales Tax window in Customer Maintenance, the system uses the Default Tax Jurisdiction assigned to the entity record's zip code in Zip Code Maintenance.

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

Indicate whether to enable the HST/GST/PST hot key/options in Tax Jurisdiction Code Maintenance. More:

Options	Yes - Enables the HST/GST/PST options in Tax Jurisdiction Code Maintenance. No - Does not enable the HST/GST/PST options in Tax Jurisdiction Code Maintenance.
Outcome of setting this control record	Canadian distributors who have line item taxability enabled use this hot key to flag each G/L tax account associated with the displayed tax code as being a Harmonized Sales Tax (HST), Goods and Services Tax (GST), or Provincial Sales Tax (PST) account. HST replaces both GST and PST and is applied on the same basis as the GST.
Default Value(s)	No
Dependencies	If you charge HST, GST or PST, enable line item taxability for those customers.
Action if set to Null	Same as if set to No.
Additional Information	If set to yes and line item taxability for the customer is enabled, the system prompts you to specify line item taxability (Y/N/R = Yes/No/Reduced) in sales order entry. If you respond with Y or R, the system prompts you to specify the appropriate tax code for the line item. If line item taxability for the customer is not enabled: The system uses the tax code that was previously used when the customer purchased the product. For a product not previously purchased by the customer, the system prompts for the tax code and displays the code from the Tax Jurisdiction Override field on the Sales Tax window in Customer Maintenance as the default.

National Sales Tax G/L Account

Enter the general ledger account for sales tax. The National Sales Tax program posts all taxes to this one general ledger account.

Non NY State Tax Codes

Enter each tax code defined in Tax Jurisdiction Code Maintenance that is not for the state of New York. The New York Sales Tax Report runs for all the tax codes defined for your company, except the ones listed in this record.

NY State Tax Codes

Use Price/Ship Br For Ship Via Tax Jurisdiction Overrides

Indicate which branch to use to determine if an order has a branch-level tax jurisdiction method override. More:

Options	P - Pricing branch. S - Shipping branch.
Outcome of setting this control record	The system checks the Ship Via Branch Overrides/Auto Scheduling window in Branch Maintenance to determine whether the branch is assigned a tax jurisdiction method that overrides the default tax jurisdiction method assigned to the order's ship via.
Default Value(s)	Ship
Action if set to Null	Same as if set to Ship.
Additional Information	For more information, see How Solar Eclipse Determines Tax Jurisdiction for Sales Orders.

Use Tax Rate From Original Sale Order For Returns

Indicate whether the system uses the tax rate from the original sale order for a return. More:

Options	Yes - Uses tax rate from the original sales order. No - Uses the current tax rate.
Outcome of setting this control record	Determines how the system handles sales tax when you are completing a return.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

User To Be Messaged On National Sales Tax Database Update

Enter the user to notify when Eclipse updates the geocode tax information in the database each month. The system sends a report to the Hold file of this user with a summary of the changes made.

ACCT TAX Control Maintenance Records