SA Sales Use Tax Setup - Addons overview
Use this page to assign addons, such as COD or freight, to a state jurisdiction.
Each addon description must have been previously set up in SA Order Entry Addon Setup. Select a value in the Taxability column to assign and addon to the state record.
Sovos
If you use Sovos Sales and Use Tax (SUT) or Sovos GTD, and you have addons that are nontaxable in some jurisdictions, such as freight, you must set up a specific tax group for those addons. After you create the tax group in SA Company Setup-Taxes, and then set up the addon in SA Order Entry Addon Setup, assign the tax group code to the appropriate OE Addon in SA Sales Use Tax Setup-Addons. Tax groups in SA Company Setup should be assigned a product code from the Sovos Sales and Use Tax (SUT) interface product code list. For example, the product code for freight is 40000. See the online documentation or your third-party documentation for information about product codes and how they are used to calculate taxes.
AvaTax
If you are integrated with AvaTax, addons are set up differently. See the Infor Distribution SX.e Integration Guide for AvaTax for specific information.
Vertex Cloud
If you are integrated with Vertex Cloud, and you want to use tax groups to map to addons, you must set up tax groups for products and addons so that they are recognized as such by the integrated tax interface, and taxed according to the rules in each jurisdiction. Create a tax group labeled with the appropriate software product or addon code for tax group 2, 3, 4 or 5. Remember, tax group 1 should always be the standard tax group.