Tax Codes By GEOCode
System Maintenance Menu -> Configure
System Settings -> Accounting Tab -> Accounts
Receivable -> Tax Codes ->
ADVANCED button -> Tax Codes By GEOCode
Tax codes can be setup by geographic area in the Tax Codes By
GEOCode window by clicking on the ADVANCED button in
the Tax Codes.
It applies only to the Enhanced Tax processing, as activated in
the Company Taxing Parameters.
It can be accessed by clicking on the ADVANCED button
at the bottom of Tax Codes to access the
Enhanced Taxing utilities.
GEOCodes represent unique geographical areas, and can be
assigned to Sites, Customers, and Divisions, in order to determine
the correct tax combinations to be charged on the documents and
allow for the appropriate exemption considerations.
For ease of setup GEOCodes can be defined for each relevant state
using the Load Startup GEOCodes
utility.
Refer to Tax Maintenance Overview for the
ENHANCED Tax Rules that determine which taxes apply.
The prompts to create a GEOCode and assign it to a geographical
location are as follows:
-
- GEOCODE
- The GEOCode itself is usually comprised of a code for the
Province or State, the County, and the City, and must be 9
characters (excluding the dashes).
In Add mode a GEOCode can be entered directly in this
field or can be created using the New
GEOCode mask window.
In Change mode the GEOCode
Search window is provided to lookup an existing code.
DESCRIPTION
- Enter a description or region that applies to this
GEOCode.
PROV/STATE
- Enter the province or state code or name for this GEOCode, or
select one from the Prov/State/Region
Codes window.
This code or name is used in the GEOCode search utilities.
COUNTY
- Enter the county for this GEOCode.
This is an optional information only field.
CITIES
- Window on this field to view, create or modify a list of cities
that are associated with this GEOCode.
A window is provided to search for existing cities as outlined in
City Search.
The city names are used in GEOCode search utilities.
FROM POSTAL/ZIP
- Enter a starting postal or Zip code that applies to this
GEOCode.
This is an optional information only field.
TO POSTAL/ZIP
- Enter the same or ending Postal/Zip code in the range for this
GEOCode.
This is an optional information only field.
APPLICABLE TAXES
- The tax codes and exemption flags can be entered for this
GEOCode in the window as outlined in Taxes and
Exemptions.
Finished?
- Click ACCEPT to accept.
Note: If there is no GEOCode on the document or the GEOCode on the
document has no valid taxes, then the taxes for the Ship To City
apply as setup in City Tax Codes.
If no taxes are defined for the city either, then the taxes for the
Postal/Zip code apply as setup in Tax Codes
By Postal/Zip.
Topic Keyword: DCTXGC01