Setup Requirements for Sales Tax

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

Control Maintenance

Set the following control maintenance records:

• Allow Copy Avalara Bill-To Usage Code To All Ship-Tos (Epicor Tax Connect only)

• Calculate Tax On Freight/Handling In/Out Separately

• Capitalize Tax On Purchase Orders

• Default Tax Jurisdiction

• Enable HST/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

Authorization Keys

Set the following authorization keys:

• CUST.TAX.VIEW

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