Configure a state-dependent tax code
You can configure a specific tax code for a specific ship-to state.
The following examples provide configuration settings for various scenarios.
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If the purchase order line tax code is I4, but should change to U1 if no tax is charged, unless the vendor is based in California where the code IU is used instead, then the Settings > Invoice Processing > Capture Profiles > Tax Settings > Tax Jurisdiction Codes tab are configured as follows:
Setting
Value
Index
2
TaxCode
I4
Country
US
IfTax
IfNoTax
U1
VendorState
CA
ShipToState
IfTaxState
IfNoTaxState
IU
PayTaxAsBilled
True
ShortPayIfTax
False
AccountAssignmentCategories
-
If the purchase order line tax code is I4, but should change to UI if no tax is charged, except if the ship-to stat is Texas where the code IU is used instead, then the Settings > Invoice Processing > Capture Profiles > Tax Settings > Tax Jurisdiction Codes are configured as follows:
Setting
Value
Index
2
TaxCode
I4
Country
US
IfTax
IfNoTax
U1
VendorState
ShipToState
TX
IfTaxState
IfNoTaxState
IU
PayTaxAsBilled
True
ShortPayIfTax
False
AccountAssignmentCategories
-
If the purchase order line tax code is I4, but should change to U1 if no tax is charged, except is the vendor and the ship-to are both in Virginia where the code IU is used, then the Settings > Invoice Processing > Capture Profiles > Tax Settings > Tax Jurisdiction Codes are configured as follows:
Setting
Value
Index
2
TaxCode
I4
Country
US
IfTax
IfNoTax
U1
VendorState
VA
ShipToState
VA
IfTaxState
IfNoTaxState
IU
PayTaxAsBilled
True
ShortPayIfTax
False
AccountAssignmentCategories
You can configure state-dependent tax codes by following these steps:
- Using the menu, navigate to Settings > Invoice Processing > Capture Profiles > Tax Settings > Tax Jurisdiction Codes tab.
- Using the above examples as a guidelines, enter the values that are relevant for your needs.
- Save your changes.
- Navigate to the Settings > Invoice Processing > Capture Profiles > Tax Settings > Tax Settings tabs.
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Select the
Read Plant From DB setting and point it to a populated data source in the
table.
Several plant database settings are displayed.
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Map the following plant database settings:
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Plant Database Connection Name
-
DB Plant Table
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DB Plant
-
DB Plant Country
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DB Plant State
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DB Plant Tax Jur Code
-
-
Save your changes.
If both Vendor State and Ship To State are populated, then only that combination triggers the use of the If Tax State or the If No Tax State codes.