City Tax Codes / Tax Codes By Ship To City
System Maintenance Menu -> Configure
System Settings -> Accounting Tab -> Accounts
Receivable -> Tax Codes ->
CITY TAXES button -> City Tax Codes
System Maintenance Menu -> Configure System Settings -> Accounting
Tab -> Accounts Receivable -> Tax
Codes -> ADVANCED button -> Tax Codes by
Ship To City
Depending on the Tax configuration setup for your firm in the
Company Taxing Parameters, the Tax codes can
be maintained for the different cities in the Tax Codes By Ship
To City window by clicking on the ADVANCED button
or in the City Tax Codes window by clicking on the
CITY TAXES button in the Tax
Codes.
The City and Tax information from this table is used in the
following features:
- These city tax codes are used for the default taxes for the
city if there is a "Ship To Address" on documents such as the
Contract, Invoice, Reservation, Quote, etc.
- When the "Bill To City" and/or "Ship To City" is configured to
be a mandatory field on documents per the Company Contract Parameters, cities are validated
against the cities in this table.
- If there is a Prov/State and/or a Postal/ZIP Code associated
with the city in this City Tax Codes table and the "Bill To
City" and/or "Ship To City" is mandatory, then these
Province/Postal values will default to the address in data entry of
document address and site when the city is entered on the
address.
- The cities in this table are also used in defining the Zones used by the Job Site
Service Report.
Refer to Tax Maintenance Overview for the
STANDARD and for the ENHANCED rules determining which taxes
apply.
To setup Cities with or without default tax defaults, the
prompts are:
-
- CITY
- Leave this field blank to view all existing cities that have
been setup and their Tax code defaults, or enter the first few
letters of a city to start the display at this specified city.
City and Tax Details
-
-
- SEQ#
- The sequence number tracks the records in the file.
These city records will be resorted in alphabetical order.
CITY
- Type in the City name for validation purposes and/or for tax
defaults.
Note: A blank city is permitted but not recommended because if
your system is configured to require a valid mandatory city in the
document address as setup in the Company
Contract Parameters, a blank city would still be
allowed.
Tax Defaults:
-
- STANDARD TAX PROCESSING FEATURE
- If your firm uses the standard tax processing in the Company Taxing Parameters that accommodates up to
two tax codes for each product and service, the following two
prompts appear:
- TAX 1
- Enter the default tax code for Tax 1, or select it from the
drop-down list, or enter NTX if no Tax 1 applies in this city.
The tax description displays.
TAX 2
- Enter the default tax code for Tax 2, or select it from the
drop-down list, or enter NTX if no Tax 2 applies in this city.
The tax description displays.
Note: These Ship To City tax codes apply if there are no
Site tax codes for the document.
City tax codes can be left blank, but if a City tax code is entered
for Tax 1, a tax code for Tax 2 should also be entered.
When BOTH the tax code fields for the Ship To City are left blank,
then the customer/division tax codes apply.
-
ENHANCED TAX PROCESSING
- If your firm uses the Enhanced tax processing as setup in the
Company Taxing Parameters, that accommodates
a combination of multiple tax codes for each product and service, a
single Taxes window is provided in which the applicable tax
information with exemptions can be setup for each city as outlined
in Taxes Exemptions.
If no match for the Ship To City on the document is found with
valid taxes, then the tax for the Postal/Zip code applies as setup
in Tax Codes By Postal/Zip.
PROV
- Enter the province or state associated with this city.
When the "Bill To City" and/or "Ship To City" is a mandatory field
on documents per the Company Contract
Parameters, this Prov becomes the default value in the
address when an address is entered for this City on a document
header or in the document site.
If this city name applies to more than one province or state, the
Prov field in this table can be left blank to avoid
defaulting incorrectly.
POSTAL
- Enter the Postal or ZIP code associated with this city.
When the "Bill To City" and/or "Ship To City" is a mandatory field
on documents per the Company Contract
Parameters, this Postal code becomes the default value
in the address when an address is entered for this City on a
document header or in the document site.
If this city name applies to more than one area, the Postal
field in this table can be left blank to avoid defaulting
incorrectly.
Topic Keyword: ARTT01