Product Warehouse Description Setup - Taxing field descriptions

Fields are presented in alphabetical order.

Taxing Information

City: Select the city this warehouse resides in. A record must exist for the state, county, and city jurisdiction in SA Sales Use Tax Setup.
County: Select the county jurisdiction in which this warehouse resides. This county must be set up in SA Sales Use Tax Setup as a Record Type 3 [county] jurisdiction for the state specified as the taxing state.
Other 1 and Other 2: Other tax jurisdictions in which you are required to pay sales or use tax can be specified in the Other 1 and Other 2 fields. This might include a special taxing district such as a library, police, or school district,or a locality such as a parish. This jurisdiction must be set up in SA Sales Use Tax Setup for this state, county, and city.
Special Tax Code: The Special Tax Code field is displayed only if you have enabled Sales Use Tax in SA Company Setup, and have specified the Tax Method, the Tax Interface, and selected the Tax Register and Geo Interface options. If the Special Tax Code field is displayed, and if the warehouse is located in an Urban Enterprise Zone (UEZ), set this code to Urban Enterprise Zone.
Tax Organization Name: If your third-party tax interface is AvaTax or Vertex Cloud, you can optionally define multiple company codes at the warehouse level. For example, most of your company may be registered to collect tax in multiple states, but a particular warehouse location is a separate tax entity with the IRS and state tax board. You can set up an AvaTax or Vertex Cloud profile for that warehouse. Then, enable the Tax Organization By Warehouse option in the AvaTax or Vertex Cloud section of SA Company Setup-Taxes. Next, specify the warehouse company code the Tax Organization Name field in Product Warehouse Description Setup-Taxing. When enabled, during a taxing call, the warehouse's Tax Organization Name is sent to AvaTax or Vertex Cloud. If no Tax Organization Name is specified in the warehouse record, the Tax Organization Name specified in SA Administrator Options-Integrations–Tax Interface Options–Tax Interface Company Settings is used.
Note: As a prerequisite, you must also set up an AvaTax or Vertex Cloud profile and warehouse company code for that warehouse.

See the Infor Distribution SX.e Integration Guide for AvaTax or the Infor Distribution SX.e Integration Guide for Vertex Cloud.
Taxing State: Select the state in which the warehouse is located. This state must also be set up in SA Sales Use Tax Setup as a Record Type 2 [state] jurisdiction record. If a county and city jurisdiction is also applied to this warehouse, they must exist in the state you specify here.

If you use Vertex Cloud, these fields are also displayed:

Application Integration Endpoint: For Vertex Cloud, select the Application Name as specified in SA Application Integration Endpoint.

Web Service User Name: For Vertex Cloud, specify the API Key value displayed in the Vertex Cloud administrator portal.
Web Service User Password: For Vertex Cloud, specify the API Password value displayed in the Vertex Cloud administrator portal, in Settings-My Connectors.

If your company is set up as a Canadian company in SA Company Setup, these fields are displayed:

Locality: Select Domestic if you include GST on Counter Sales (CS) orders and will call orders. Select Government if these orders should not be taxed.
Special Tax Code: The Special Tax Code field is displayed only if you have enabled Sales Use Tax in SA Company Setup, and have specified the Tax Method, the Tax Interface, and selected the Tax Register and Geo Interface options. If the Special Tax Code field is displayed, and if the warehouse is located in an Urban Enterprise Zone (UEZ), set this code to Urban Enterprise Zone.
Taxing Province: Specify the taxing province the warehouse is located in.