Setting up a Taxware Tax Interface

Note: Before starting this task, you must install the tax system and configure the interface as described in the Tax System Interface Configuration Guide.

In the Tax Interface Parameters form, set these parameters:

  1. On the General tab, specify this information:
    Tax System
    Select Taxware.
    Company Code
    Specify the code that you that you set up in Taxware for this site.
    Division Code
    Specify the code that you that you set up in Taxware for this site.
    Ignore Drop Ship Tax Code
    This field indicates whether the tax is calculated on the customer who is paying for the order or the customer to whom you are drop-shipping the product. If this field is selected, the header customer address is used for the tax calculation. If this field is not selected, the address of each drop ship is sent for the tax calculation.
    Exclude Field Service Labor
    Select this option to exclude labor transactions from the tax calculation.
    Exclude Field Service Misc
    Select this option to exclude miscellaneous transactions from the tax calculation.
    Pass Operation Product Code on Project/Fixed Operations
    Select this option if tax should be calculated based on the product code of the operation, as opposed to using a generic SRO operation calculation.
    Store State In
    If, when tax amounts are posted to the general ledger, you want the state to be stored in one of the Unit Code fields, specify that unit code in this field. Otherwise, specify None.
    Send for Product
    Specify the information you want to send to the tax software in order to set up exemptions and special rules: Item, Product Code, or None. For example, you can send the item number from an order line, or the product code from that item, or nothing. Most users select Item.
    International Tax Code Default
    Specify the tax code to use as the default for customers who are not based in the United States or Canada. This replaces the default Service Management tax code, which is normally set to EXTRNL
  2. If most of your customers will be taxed using the tax interface, click Set All Customer Tax Code 1 to EXTRNL. This is a quick way to substitute the selected tax interface (as Tax Code EXTRNL) in place of all tax codes that are currently defined for Tax System 1.

    If you do not click this button, you must manually specify the EXTRNL tax code for each of your customers who is to be taxed using the tax interface. You would not change the tax code for customers outside the taxing authorities that are currently supported by their taxing partner. For example, if your customers are outside of the US or are in a state/province for which you have not purchased taxing functionality, do not click this button.

  3. Set these parameters in the Taxware Parameters tab:
    Exemption Level
    Select the level at which exemptions are defined in the Taxware database.
    STEP Use
    Specify whether or not to use the Taxware STEP Rules/System, and if so, what level to use.
    Tax System Indicator
    Select which Taxware taxing system to use.
    Audit/Suspense File Log
    Select the type of Taxware logging to use.
    Debug
    If taxes are not being calculated correctly, you can select the Debug option. This creates entries in the Application Debug Log table, and you can view these entries on the Application Debug Log Listing form.
    Caution: 
    Because this feature can cause performance issues in your live system, it should not be used unless you are trying to troubleshoot an issue while working with support.
  4. Save your changes.