Prerequisites to adjusting sales taxes

Taxes are calculated on each sales order based on jurisdiction and rate. Before you adjust the sales tax in Sales Order Entry, ensure you are authorized to make changes. Security is set up in SA Operator Setup

Sales Order Entry uses the tax jurisdictions set up in these records to establish the taxing authority of an order:

• SA Company Setup
• GL Account Setup
• SA Order Entry Addon Setup
• SA Table Code Value Setup-Non-taxable Reason
• SA Sales Use Tax Setup or SA Goods and Services Taxes Setup
• Customer Setup
• Customer Ship To Setup
• Vendor Setup
• Product Warehouse Description Setup
• Product Line Setup
• Product Warehouse Product Setup

Set the customer and ship to tax defaults to those most commonly used. Any changes to the tax information on the order only affects the current order being entered. The customer or product warehouse tax records are not updated.

Tax information can be changed for the order or per line. Taxes are calculated on the taxable line items based on the quantity shipped. If the quantity shipped on all line items is zero, sales taxes are based on the quantity ordered.

If you change tax information on the Tax Detail window in Sales Order Entry, then select the Tax Override option. If you do not select this option, the original information that was displayed before changes were made is retained. If you are processing batch orders from a remote location, the Tax OverrideTax Override option prevents you from accidentally recalculating taxes on these orders. option is set automatically. Taxes have already been applied to the batch orders at the remote location. The

If you are using a third-party tax package, such as Sovos GTD, you cannot access the Tax Detail window. All tax information is set up and tax detail from orders are stored in the Sovos GTD application files.