Overriding Tax Interface Transaction Types

Use the Tax Interface Vertex Transaction Type Overrides form to override the default transaction type of None for tax interface transactions.

  1. Specify this information:
    Ref Type
    Select a reference type to use for the override:
    • Item
    • Work Code
    • Miscellaneous Code
    • Field Service Project Operation
    • Field Service Contract
    • Product Code
    Ref Num
    Based on the reference type, specify a reference number to use for the override. For example, if you select Item as the reference type, specify the item number in this field.
    Transaction Type
    Specify the transaction type that the tax interface must use for the selected reference type and number:
    • None
    • Property
    • Freight
    • Service
    • Rental Lease
    • Expense
    • Miscellaneous
  2. Save your changes.