Line item taxability enables the system to determine the taxability of each line item on an order for a customer. When set, users can access the Tax column in the Line Item Taxable View in Sales Order Entry to assign taxability for products at the line item level.
To enable line item taxability for a customer:
From the Maintenance menu, select Customer to display the Customer Maintenance window.
From the Pricing menu, select Sales Tax to display the Sales Tax window.
In the Line Item Taxability field, select from the following taxability options.
By default, the system leaves this field blank and treats the settings the same as if set to Disabled.
Disabled - No editing of the product sales tax at the line item level is allowed.
Always Prompt - Displays the most recent taxability status for that product each time a product is placed on an order for the customer and prompts the user to change it.
Prompt if Not Bought - Prompts for product sales tax when the customer orders a product that has not been purchased before. The system then uses that selection going forward and does not display any prompt.
Enabled - The system allows the alternation of product sales tax at the line item level.
For information on using the Tax Jurisdiction Override field, refer to Assigning Sales Tax Jurisdiction Override Codes to Customers.
If you use Avalara with the Companion product Epicor Tax Connect for Eclipse, refer to Additional Avalara Configuration Settings. You will find information for using the Avalara Usage Type field and the Sync customer data with Avalara check box.
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