Sales Order Inquiry - Taxes field descriptions

Use the Taxes view to select an order and view tax information related to that order.

Tax Settings

Taxable status

The value is Taxable, Non Taxable, or Variable, depending upon the status specified for this customer in Customer Setup-Taxing.

Override

The value is Tax Not Overridden, if the taxes have not been overridden. The value is Tax Overridden, if the customer service representative has adjusted the sales taxes on an order, either by changing the tax amount or changing the customer's taxable status.

Default

The value is Tax Default From Customer, if taxable status has been specified in Customer Setup-Taxing. The value is blank if no taxable status has been specified.

Province

For Canadian companies, the province specified in SA Goods and Services Tax Setup is displayed.

Tax Authority

For Canadian companies, based on the two SA Local Tax Setup records created, the value is government, if subject to government tax. The value is domestic, if subject to provincial tax.

P.S.T. License #

For Canadian companies, if this value is blank, the customer is charged Provincial Sales Tax (PST) tax. If a PST License number is displayed, the customer is exempt from PST and no PST is charged to the order. Specify PST License numbers in Customer Setup-Taxing.

Taxes

Locality

The type of tax jurisdiction specified in the SA Sales Use Tax Setup record.

Tax Entity

The abbreviation of the geographical tax jurisdiction specified in the SA Sales Use Tax Setup record.

Description

The description of the geographical tax jurisdiction specified in the SA Sales Use Tax Setup record.

Tax Amount

The amount of tax calculated for the order.

Group

If the product ordered is subject to special taxing, the Tax Group associated with that taxing is displayed.

Tax Sale Amount

The amount of the order that is taxable.

Tax Details

Type

The tax jurisdiction type created in SA Sales Use Tax Setup. The number is based on: 1=Federal, 2=State, 3=County, 4=City, and 5=other. Each type applicable for the order is displayed in the grid.

Tax Entity

The abbreviation of the geographical tax jurisdiction specified in the SA Sales Use Tax Setup record.

Tax Base

The total taxable amount for the order.

Tax Sale Amount | Tax Use Amount | Transit Amount | Excise Amount

For the order, the tax amount for each applicable tax specified in the SA Sales Use Tax Setup record.

Sale Rate | Use Rate | Transit Rate | Excise Rate

The tax rate specified in SA Sales Use Tax Setup for each applicable tax.

PST/GST Tax Amounts

P.S.T. Tax Amount

For Canadian companies, the calculated Provincial Sales Tax (PST) tax amount for the order.

G.S.T. Tax Amount

For Canadian companies, the calculated Goods & Services Tax (GST) tax amount for the order. For any tax designated as Harmonized Sales Tax, that tax amount is stored by the Distribution SX.e system at the GST level, and the Harmonized Sales Tax amount is displayed in this field.