Configuring table code values for tax interface

Several tax-related table code values are set up in SA Table Code Value Setup.

If you are integrated with AvaTax, use SA Table Code Value Setup to set up a Non Taxable Reason to match a AvaTax Entity Use Code. Entity Use Codes are custom values that link customers to specific tax rules. These codes are associated with exemption tax rules in each state and Canadian province. If you have previously used these one-character reasons for other than Entity Use Codes, we recommend you redefine the previously used characters.

  1. Select System Administrator > Setup > Table Code Value .
  2. In Table List, select Country. Define the Country code for the country in which your company resides. Ensure the Country code reflects the two-character code as defined in the ISO-3166-2 standards. You must also set up Country records for any foreign customer or vendor that you do business with. The country code will be loaded in Customer and Vendor records. Save the record.
  3. In Table List, select Non Taxable Reason and create one or more reasons. If you are using restocking fees, create a reason to associate with that fee. Save the record.
    Note: 

    If you are integrated with AvaTax, the reason must match each AvaTax Entity Use Code.

    See the Infor Distribution SX.e Integration Guide for AvaTax for a table listing the valid Entity Use Codes in AvaTax.

  4. In Table List, select Return Adjust Reason.
    • If you are integrated with AvaTax and use restocking fees, set these up in Return Adjust Reason. Save the record.
    • If you are integrated with Sovos GTD and use restocking fees, set these up in Return Adjust Reason with a Restock Charge value. Use either a flat amount or percent of the returned amount on the line. The return reason code must be mapped to a Goods and Services Code in Sovos GTD so that the code can be applied to the tax calculation. Each return reason with a restocking charge is mapped as RESTOCK-nn where nn corresponds to the two-character Reason ID in SA Table Code Value Setup. Save the record.
  5. In Table List, select Purchase Order Addons. If you are integrated with AvaTax or Vertex Cloud, and use purchase order addons, set these up in Purchase Order Addons. Save the record.
  6. Click Save.
    Note: If your Tax Method in SA Company Setup-Taxes is Value Added Tax (VAT), you must set up additional table values for Intrastat sales reporting.
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