When you select the Tax Jurisdiction Code and then click Add, or select a table record and then click Copy, all editable fields from the Tax Jurisdiction Codes tab are displayed. This enables you to either add a new tax jurisdiction code, or copy an existing code.

The following options are available.

Tax Code

The tax code for the tax code settings group.

The settings group used for countries where tax jurisdictions exist, such as in the US, Brazil, and Canada. In these countries, the tax code indicates if an item is taxable or tax exempt. It also indicates the processing instruction, such as self assessment.

For other countries, use these tax jurisdiction code settings as well as the Settings > IP Configuration > Capture Profiles > Tax Settings > Tax Configuration tab for automatic tax code determination and validation.

Country

The group tax code country, such as US or CA.

If Tax

If there is tax on an invoice, and the purchase order line item tax code is set in Tax Code, and the company code country is the value in Country, then this value is the tax code for the invoice line.

If No Tax

If there is no tax on an invoice, and the purchase order line item tax code is set in Tax Code, and the company code country is the value in Country, then this value is the tax code for the invoice line.

Account Assignment Categories

A comma-separated list of purchase order line account assignment categories.

If no tax code is present in the purchase order line, and the company code country is equal to the value held in Country, and the purchase order line has an account assignment present in this list, then the tax code held in Tax Code is the default value as the purchase order line item tax code.

Vendor State

A comma-separated list of vendor states that trigger a state-dependent tax code selection.

Ship To State

A comma-separated list of ship-to states that trigger a state-dependent tax code selection.

If Tax State

The tax code used if:

• The vendor is from a state listed in Vendor State.

• The vendor goods are shipped to a state listed in Ship To State.

• Tax is charged on the invoice.

If both Vendor State and Ship To State are populated, then the vendor state must be in the vendor state list, and the ship-to state must be in the ship-to state list. Otherwise, If Tax State code is used.

If No Tax State

The tax code used if:

• The vendor is from a state listed in Vendor State.

• The vendor goods are shipped to a state listed in Ship To State.

• No tax is charged on the invoice.

If both Vendor State and Ship To State are populated, then the vendor state must be in the vendor state list, and the ship-to state must be in the ship-to state list. Otherwise, the If No Tax State code is used.

Pay Tax As Billed

If selected and a tax amount is found on the invoice, and any of the invoice line tax codes are set to a Tax Code value, the system books the tax amount as billed on the invoice. It does not allow the system to calculate it automatically.

Short Pay If Tax

If a tax amount is found on the invoice, and all invoice line item tax codes belong to a group that have this selected, then the invoice is booked minus the tax.