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When you enter and update your location segment values and rate assignments using the Tax Rate Interface program, Receivables creates new compiled images of the sales tax rates for each unique overlapping combination of the location segment values that your customer ship-to addresses include. Receivables uses the postal ranges and start and end dates that you specify for each tax authority's rate assignments to create these sales tax rate records. Receivables does not create a compiled sales tax rate record until you either enter a customer ship-to address that uses your tax authority location values and their associated rate assignments, or you update the actual location segment values and their rate assignments. You can update these location segment values and their assignments through the sales tax interface program or by creating manual entries in the Tax Location Values window.

After the program has uploaded all of its records into your system, Receivables deletes these rows from the interface table. Upon completion, this program generates a report listing all of the new rates for each taxing authority that the external tax vendor's tape loader system has brought into Receivables.

You submit the Tax Rate Interface program from the Run Tax Rate Interface window. You can view your completed submission of the Tax Rate Interface program as well as its status from the Concurrent Requests Summary window.

Note: You should not load sales tax information through the Tax Interface if it is for a foreign location.

You can run any report or report set that your system administrator includes for your responsibility's request security group, as well as any report set that you create using the Define Report Set window.

Note: It is possible that a report set in your request security group could contain individual reports that are not in your request security group. You can run these reports as part of that report set, but you cannot run them as individual reports. For more information, see: Defining a Request Security Group.

Prerequisites

   Prepare to Load Sales Tax Rates

   Import Data From Your Feeder System

   To run the Tax Rate Interface:

1. Navigate to the Run Tax Rate Interface window.

2. Enter a request Name of Sales Tax Rate Interface.

3. Enter parameters for submitting the program.

Review or Upload: Choose to upload the tax data or print a report for review by selecting one of the following options: Load All Data in Tax Interface Table; Load Changed Data only in Tax Interface Table; Review Tax Interface Data.

Print Format: Select a printing format from the following: Print all Detail; Print Summary Only; Print Warnings in Detail.

State: Select a specific location as your state value to upload or review only the tax rows for a specific location (optional). If you do not enter a location, Receivables will include all states.

Note: For more information about these options, see: Using Sales Tax Rate Interface.

4. Choose OK.

5. To print the results of this submission, enter Print Options. Enter the number of Copies to print, a printing Style, and the Printer to use.

Note: If you do not specify Run Options or Printer Options, Receivables uses either the optional default values defined for this report or, if the report has no default values, the values defined in your profile options.

6. To save the output to a file, check the Save Output check box.

7. Choose Submit. Receivables displays a concurrent Request ID for this submission and generates the Tax Interface Report.

See Also

Using Sales Tax Rate Interface

Tax Codes and Rates

Tax Locations and Rates

Defining Receivables System Options