Setting up a Taxware Enterprise 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:

On the General tab, specify this information:

Tax System

Select Taxware Enterprise.

Company Code

Specify the code provided by Taxware for this site.

Division

This field is not used with Taxware Enterprise.

Calculate Order Entry Tax

Select this field to calculate taxes during order entry and any other place that the application normally calculates tax on order records. Generally, this option should be selected; however, if you are having performance issues due to the number of times that the system calculates sales tax on an order, you can clear this field. 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 is not used with Taxware Enterprise.

Exclude Field Service Labor/Misc

If Service is installed, select this option so that miscellaneous transactions are excluded from the tax calculation.

Pass Operation Product Code on Project/Fixed Operations

If Service is installed, 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.

Send for Product

Specify the information you want sent to the tax software in order to set up exemptions and special rules. Valid options are Item Number, Product Code, or None. Most users select Item Number.

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 tax code, which is set to EXTRNL.
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.
Set these parameters in the Taxware Enterprise Parameters tab:

User

Specify the account that Taxware provided to access the hosted tax application.

Password

Specify the key that Taxware provided to access the hosted tax application.

URL

Specify the URL for the VTX Webservice configured on the utility server. Use this format, replacing webserver with the name of your Web server: http://webserver/TaxIntegrationService/SSSVTXWeb.asmx

Require Customer GeoCode Validation

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

Taxware Enterprise Debugging

If taxes are not being calculated correctly, you can select the Debug Infor option. This creates entries in the Application Debug Log table, and you can view these entries on the Application Debug Log Listing form.
Caution: Because this feature can cause performance issues in your live system, it should not be used unless you are trying to troubleshoot an issue while working with support.
Save your changes.