Configuration guidelines for ‘Tax Code. Open’ (CRS130)

Tax codes correspond to customers and products in Vertex. You must configure and assign these codes. You can configure both customer and item tax codes in (CRS130). To ensure that the tax decision takes place in Vertex, select the Taxable check box for all tax codes, even if you have non-taxable customers or products. With this setting, all tax decisions are deferred to the external system, and this simplifies the reconciliation of sales with taxable and non-taxable transactions.

We suggest that you configure these tax codes:

Tax Code	Description	Taxable	Tax trans type	Tax trans code
CRE	Tax adjustment credit	Yes	SALE	C-Tax adjustment credit
DEB	Tax adjustment debit	Yes	SALE	B-Tax adjustment debit
TAX	Normal sales tax	Yes	SALE	N-Normal invoice
EXE	Exempt	Yes	SALE	N-Normal invoice