To identify a taxable state:Use the Taxable States screen to identify each state in which your company has a presence and is required to collect taxes. For each taxable state indicate whether you are responsible for collecting state, county, city, county local, and city local taxes. Eclipse does not maintain this information; you are responsible for keeping this information up-to-date.
You can identify taxable states for a branch, territory or all the branches in your company.
You can override taxable state information in cases where only certain counties within a state are taxable. For example, the state of Arkansas requires you to pay county tax only in the counties where you have a business presence. Set the County column to N, and then enter overrides for the counties in which you do business.
Note: The National Sales Tax Report includes data only for the states listed in the Taxable States screen, and for any geocode overrides you have set as taxable within a state that you set as nontaxable. If you want the report to include states in which you do not collect tax, then include those states on the Taxable States screen and set each tax field to N.
You can copy taxable information when you need to set up taxable information for a state, city, or county in which you are starting to do business. This can save time, as you won't have to re-enter all the information again, but only update the information that is different between the two locations.
From the Files > Tax, Duty & Exchange Rates > National Sales Tax menu, select Taxable States to display the Taxable States screen.
In the Branch field, enter the branch for which you are defining the taxable states.
In the first column, list the states in which the designated branches do business and collect taxes.
To add a state to the list, position the cursor on a blank line, press F10 to display the list of states, and select one.
To delete a state from the list, position the cursor on the line to be deleted and press Alt-Delete.
In the S/U field, enter one of the following to determine which type of tax to charge:
U – Charges the tax amount listed in the Use Tax field on the National Sales Tax Database Maintenance screen.
S – Charges the tax amount listed in the Sales Tax field on the National Sales Tax Database Maintenance screen.
If you leave this field blank, the system charges the tax amount listed in the Sales Tax field on the National Sales Tax Database Maintenance screen.
In the State, County, City, County Local, and City Local columns, enter one of the following to indicate whether your company is responsible for collecting taxes when you ship goods to addresses in the designated state.
Y – The state, county, city, county local, or city local is responsible for collecting taxes when you ship goods to addresses in the designated state. This is the default.
N – The state, county, city, county local, or city local is not responsible for collecting taxes when you ship goods to addresses in the designated state.
Use the Overrides hot key to enter state, county, city, and local overrides to the defaults set for any of the geocodes in the state. If overrides have been set, the hot key is highlighted.
If your company is responsible for collecting county, city or local taxes in a state, in the Max/Spt column, press F10 or enter one of the following to indicate how the maximum and split parameters defined for geocodes in that state apply:
Item – Parameters defined apply to single items.
Ext – Parameters defined apply to extended line items.
Gen – Parameters defined apply to generations.
Keep in mind the following to determine how parameters for this column should be set:
|
If Max/Spt on the Taxable States screen is set to... |
And the County Item (Y/N) on the National Sales Tax Database Maintenance screen is set to... |
Then the County Max Amount is... |
|
Item |
Y |
in effect for every item on the order, even for items with order quantities of more than one. |
|
Item |
N |
in effect for the entire generation. |
|
Ext |
Y |
in effect for the total dollar amount of each line item. |
|
Ext |
N |
not used. |
|
Gen |
Y |
in effect for the entire generation. |
|
Gen |
N |
in effect for the entire generation. |
Press Esc to save this information.
To enter taxable state overrides:
From the Files > Tax, Duty & Exchange Rates > National Sales Tax menu, select Taxable States to display the Taxable States screen.
In the Branch field, enter the branch for which you are defining the taxable states.
With the cursor positioned on a state, use the Overrides hot key to display the Taxable States Overrides screen.
This screen reflects the geocode defined for the state, along with the settings entered for the State, County, City, County Local, City Local, and Max/Spt fields on the Taxable States screen.
Change the settings for individual geocodes, as needed.
Use the Find Geocode hot key to locate a geocode in the list. At the prompt, you can enter a geocode, zip code, county or city.
Use the Zip Codes hot key to view the zip code associated with a geocode.
To copy the taxable states from one branch to another branch:
From the Files > Tax, Duty & Exchange Rates > National Sales Tax menu, select Taxable States to display the Taxable States screen.
In the Branch field, enter the branch whose taxable states you want to copy.
Use the Copy hot key to display the copy prompt.
At the Branches to copy to prompt, enter the branches to which you want to copy the currently displayed taxable states.
See Also: