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:
-
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
-
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.
-
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.
- Save your changes.