Sales Order Inquiry - Taxes field descriptions

Use the Taxes view to select an order and view tax information related to that order.

Tax Settings

Taxable status: The value is Taxable, Non Taxable, or Variable, depending upon the status specified for this customer in Customer Setup-Taxing.
Override: The value is Tax Not Overridden, if the taxes have not been overridden. The value is Tax Overridden, if the customer service representative has adjusted the sales taxes on an order, either by changing the tax amount or changing the customer's taxable status.
Default: The value is Tax Default From Customer, if taxable status has been specified in Customer Setup-Taxing. The value is blank if no taxable status has been specified.
Province: For Canadian companies, the province specified in SA Goods and Services Tax Setup is displayed.
Tax Authority: For Canadian companies, based on the two SA Local Tax Setup records created, the value is government, if subject to government tax. The value is domestic, if subject to provincial tax.
P.S.T. License #: For Canadian companies, if this value is blank, the customer is charged Provincial Sales Tax (PST) tax. If a PST License number is displayed, the customer is exempt from PST and no PST is charged to the order. Specify PST License numbers in Customer Setup-Taxing.

Locality: The type of tax jurisdiction specified in the SA Sales Use Tax Setup record.
Tax Entity: The abbreviation of the geographical tax jurisdiction specified in the SA Sales Use Tax Setup record.
Description: The description of the geographical tax jurisdiction specified in the SA Sales Use Tax Setup record.
Tax Amount: The amount of tax calculated for the order.
Group: If the product ordered is subject to special taxing, the Tax Group associated with that taxing is displayed.
Tax Sale Amount: The amount of the order that is taxable.

Type: The tax jurisdiction type created in SA Sales Use Tax Setup. The number is based on: 1=Federal, 2=State, 3=County, 4=City, and 5=other. Each type applicable for the order is displayed in the grid.
Tax Entity: The abbreviation of the geographical tax jurisdiction specified in the SA Sales Use Tax Setup record.
Tax Base: The total taxable amount for the order.
Tax Sale Amount | Tax Use Amount | Transit Amount | Excise Amount: For the order, the tax amount for each applicable tax specified in the SA Sales Use Tax Setup record.
Sale Rate | Use Rate | Transit Rate | Excise Rate: The tax rate specified in SA Sales Use Tax Setup for each applicable tax.

P.S.T. Tax Amount: For Canadian companies, the calculated Provincial Sales Tax (PST) tax amount for the order.
G.S.T. Tax Amount: For Canadian companies, the calculated Goods & Services Tax (GST) tax amount for the order. For any tax designated as Harmonized Sales Tax, that tax amount is stored by the Distribution SX.e system at the GST level, and the Harmonized Sales Tax amount is displayed in this field.