Posting Tax Data to the External Tax Software
On the Tax Interface Post Register utility, specify the starting and ending dates of invoices whose taxes are to be posted.
Note: Do not change
rates or exemptions in the application between the time you perform invoicing
and the time you post through this utility. If you do, the batch might
not post, because it compares the taxes that were calculated on the invoices
to a calculation using the current date's tax rate. If the calculated
taxes are different, processing stops until you correct the difference.
To do this, change the exemptions or rates in the tax software back to
their values at the time of invoicing and rerun this utility.
Set up this utility to run on a regular basis. If possible, run it at least once a day to prevent data synchronization issues. if this utility is not run, the tax information previously sent to the tax system is not committed.
To set up the utility to run as a background process:
- In the utility form, clear the starting and ending dates of the register, so that all invoices, regardless of process date, are considered.
- Select and specify how often to run the utility.
The utility task (Taskname = TaxInterfacePostRegister) is displayed on the Active Background Tasks form.
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