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 Sales & Use Tax.

   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.

   Calculate Order Entry Tax

   Select this option to use the tax interface to calculate taxes during order entry and any other place that SyteLine normally calculates tax on order records. Generally, you should select this option; however, if you are having performance issues due to the number of times that the system calculates sales tax on an order, you might need to clear this option. Note that invoicing always calculates tax, as does the Order Verification Report and the Calculate Tax button on the order header.

   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 SyteLine 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.

   Note: The Set All Customer Tax Code 1 to EXTRNL routine does not update Address Tax Code Defaults records. You must update these records manually where applicable.

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.

   Require Customer GeoCode Validation

   Select this option to have the Taxware system automatically validate any customer’s addresses as they are entered into the system by providing a unique Geo Code for the location.

   Require Prospect GeoCode Validation

   Select this option to have the Taxware system automatically validate the Geo code when a prospect is created or modified.

4. Save your changes.

If the Tax Files Are Not Opening Automatically

Related Topics

About the Tax Interface

Debugging Tax Calculations (Taxware)

Setting Up Default Tax Codes