Creating tax codes for OneSource

Use this procedure to create the tax code and description to send to OneSource. You must define tax codes for each city. For more information about setting up tax codes, see the Tax User Guide.

OneSource uses the Ship To address with any setup that is performed in OneSource to determine tax. There are two ways that the Ship To Address is sent to Financials and Supply Management: The Ship To Address field and the Tax Code Description.

  1. Select Tax Setup > Tax Codes.
  2. Click Create.
  3. Complete the fields.
    Tax Code
    For expense invoices, specify a unique tax code. The tax code is not mapped to OneSource. Instead, the tax code description is parsed out to the ship-to address.

    For match invoices, specify a generic code such as 9999.

    Tax Code Description
    Optionally, you can set up a Ship To format on the description. Specify City/County/2 digit state abbreviation. For example, St. Paul/Ramsey/MN.
    Tax Type
    Select Stand-alone.
  4. Click Save.