Information sent to the taxing software

Any order, RMA, invoice, credit memo, or other information where the first tax code is set to EXTRNL is sent to the interface. For compatibility with older versions of this interface, a tax code of VERTEX also causes taxes to be processed by the interface.

The Tax System Interface sends this information:

• Customer information: The interface sends this information from the Customer Ship To record: customer number, city, state or province, zip code, and county.
• Warehouse information: If the warehouse can be determined, the city, state, Zip, and county of the warehouse is sent, as well as the warehouse code. If the warehouse is not available, the address information from the General Parameters form is sent.
• Item information: Either the item ID or the product code is sent, based on the Send for Product field in the Tax Interface Parameters form.
• Freight charges: Freight is passed into your external tax system with the Freight flag set and the Item Number field set to FREIGHT.
• Miscellaneous charges: These charges are sent with a special flag set and the Item Number field set to MISC CHARGE.