Sales Tax and Zip Code Setup Guide - Revision history

Freddy at 19:34, 17 April 2018

2018-04-17T19:34:31Z

2018-02-27T16:25:55Z

2018-02-27T16:22:58Z

2018-01-25T19:00:56Z

2018-01-24T14:26:45Z

2018-01-24T14:25:22Z

2018-01-12T18:38:06Z

2018-01-12T18:31:27Z

‎Sales Tax Setup – Rule Maintenance

2018-01-12T18:13:44Z

2018-01-12T17:51:37Z

@@ Line 88: / Line 88: @@
 **The NEXUS flag should be checked for all states where the CID company needs to calculate and collect sales tax. The NEXUS flag should be cleared for all other states.
 ***States with NEXUS=N can be skipped during the Tax File Import process, which can greatly speed up the process, as well as save database space.
-***States with NEXUS=N will not limit the Tax Table options on Ship To records in that state to either EXEMPT-ST or NONEXUS-ST (where ST is the state code).
+***States with NEXUS=N will limit the Tax Table options on Ship To records in that state to either EXEMPT-ST or NONEXUS-ST (where ST is the state code).
 **The Tax Freight flag works with the TAXFREIGHTSTATE Setup Option to control which states calculate sales tax on freight-type items.
 **The GL Account field can be used to specify the sales tax account by state for customers that want to route accounting to separate accounts per state.

@@ Line 168: / Line 168: @@
 ==
-[[Category: Setup Guides]]
+[[Category:Setup Guides]]
-[[Category: Sales Tax]]
+[[Category:Sales Tax]]

← Older revision		Revision as of 19:00, 25 January 2018
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	==		==
−	[[Category:~~Internal Checklists~~]]	+	[[Category: Setup Guides]]
		+
		+	[[Category: System]]

← Older revision		Revision as of 14:25, 24 January 2018
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−	==Sales Tax and Zip Code Setup ~~Checklist~~==	+	==Sales Tax and Zip Code Setup Guide==

← Older revision	Revision as of 14:26, 24 January 2018
(No difference)

@@ Line 149: / Line 149: @@
 *Tax Table Master lookups show the last calculated rate for each table.  In order to display the latest rate for all tables, run the Ship To/Tax Table Update program to recalculate the displayed total rates.
-**Selecting 'All' can take a significant amount of time.
+**Selecting 'All' can take a significant amount of time (over an hour).
 [[File:TAXIMPORT7.png]]

@@ Line 83: / Line 83: @@
 *Review and update the Tax Table Import Path (TAXPATH) rule.
 **This rule controls the default path in the Tax File Import (TAXIMPORT) screen.  The default file location can be overridden when performing the import. Set this rule to the ‘taxfiles’ folder in the customer’s Adjutant folder. This is the correct default location for customers that subscribe to tax updates.
 *Review and update the States – Sales Tax (STATE) rule.
@@ Line 89: / Line 90: @@
 ***States with NEXUS=N will not limit the Tax Table options on Ship To records in that state to either EXEMPT-ST or NONEXUS-ST (where ST is the state code).
 **The Tax Freight flag works with the TAXFREIGHTSTATE Setup Option to control which states calculate sales tax on freight-type items.
 **The GL Account field can be used to specify the sales tax account by state for customers that want to route accounting to separate accounts per state.
 ===Locate the Most Current Complete+ Tax File===

← Older revision		Revision as of 18:13, 12 January 2018
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	===Sales Tax Process Final Steps===		===Sales Tax Process Final Steps===
		+
		+
		+	===Update Tax Table Master and Ship To displayed rates===
		+
		+	*Tax Table Master lookups show the last calculated rate for each table. In order to display the latest rate for all tables, run the Ship To/Tax Table Update program to recalculate the displayed total rates.
		+	**Selecting 'All' can take a significant amount of time.
		+
		+	[[File:TAXIMPORT7.png]]

← Older revision		Revision as of 17:51, 12 January 2018
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−	[[~~CATEGORIES~~:Internal Checklists]]	+	==
		+	[[Category:Internal Checklists]]