Chapter 40: Working with Tax Jurisdiction (WTXJ)
Purpose: Use the Tax Jurisdiction file to define postal code ranges for an area where a special tax structure exists. For example, tax jurisdictions exist for some counties in New York and New Jersey. Standard tax reporting does not identify taxes collected at the jurisdiction level.
The system uses this file when printing the Tax Jurisdiction Report, which you should run as part of your monthly periodic process. This report identifies the accounting period, dollars collected, and dollars credited for each tax jurisdiction.
Taxes are calculated from tax rates set up for an SCF, postal code, or for the country itself. The system calculates tax differently depending on whether you use VAT and tax-inclusive pricing, as controlled by the Tax Included in Price (E70) system control values.
Alternatively, you can use the Vertex Interface to calculate sales tax on your orders and to maintain the tax rates appropriately. See Order Entry Chapter 44: CWDirect/Vertex Interface.
Note: You can use this menu option to define tax jurisdictions within the United States only.
In this chapter:
• Work with Tax Jurisdiction Screen
• Create Tax Jurisdiction Screen
• Change Tax Jurisdiction Screen
• Display Tax Jurisdiction Screen
• Display Tax Jurisdiction History Screen
• Recovering Prior Tax Jurisdiction History
Work with Tax Jurisdiction Screen
How to display this screen: Enter WTXJ in the Fast path field at the top of any menu or select Work with Tax Jurisdiction from a menu.
MSR0693 DISPLAY Work with Tax Jurisdiction 8/20/97 16:41:03 The KL Mail Order Company
Tax From To Opt Jurisdic Description Postal cd Postal cd
Type options, press Enter. 2=Change 4=Delete 5=Display 8=History
FRAMINGHAM Framingham tax jurisdiction 01701 01701 HOLLISTON Holliston tax jurisdiction 01746 01746
F3=Exit F6=Create F12=Cancel F21=Print list F24=Select company |
Field |
Description |
Tax jurisdiction |
The area for which a special tax structure exists. The STS Sales Interface uses this field to identify the STS subcode for sales tax. See System Operations Chapter 20: Using the STS Sales Interface (WSTS). Alphanumeric, 10 positions; optional. |
Description |
The description associated with the tax jurisdiction. Alphanumeric, 30 positions; optional. |
From postal code |
The lowest postal code in the range of postal codes for this tax jurisdiction. A special tax structure exists for the entire area contained in this range of postal codes. Alphanumeric, 10 positions; optional. |
To postal code |
The highest postal code in the range of postal codes for this tax jurisdiction. A special tax structure exists for the entire area contained in this range of postal codes. Alphanumeric, 10 positions; optional. |
Screen Option |
Procedure |
Create a tax jurisdiction |
Press F6 to advance to the Create Tax Jurisdiction Screen. |
Change a tax jurisdiction |
Enter 2 next to a jurisdiction to advance to the Change Tax Jurisdiction Screen. |
Delete a tax jurisdiction |
Enter 4 next to a jurisdiction to delete it. If there has been any order activity within the tax jurisdiction area, a message similar to the following displays: WARNING - DEPENDENT RECORDS EXIST The message tells you that history exists for the tax jurisdiction, including information on the amount of tax charged and credited. See Display Tax Jurisdiction History Screen for more information. You will lose this history if you delete the jurisdiction. |
Display a tax jurisdiction |
Enter 5 next to a jurisdiction to advance to the Display Tax Jurisdiction Screen. |
Display tax amounts collected and credited for a tax jurisdiction, by accounting period |
Enter 8 next to a jurisdiction to advance to the Display Tax Jurisdiction History Screen. |
Create Tax Jurisdiction Screen
Purpose: Use this screen to create a tax jurisdiction.
How to display this screen: At the Work with Tax Jurisdiction Screen, press F6.
MSR0694 ENTER Create Tax Jurisdiction 8/20/97 16:51:53 The KL Mail Order Company
Tax jurisdiction . . Description . . . . . From postal code . . To postal code . . .
F3=Exit F12=Cancel |
Field |
Description |
Tax jurisdiction (Tax jurisdiction) |
The area for which a special tax structure exists. The STS Sales Interface uses this field to identify the STS subcode for sales tax. See System Operations Chapter 20: Using the STS Sales Interface (WSTS). Alphanumeric, 10 positions. Create screen: required. Change screen: display-only. |
Description |
The description associated with the tax jurisdiction. Alphanumeric, 30 positions; required. |
From postal code |
The lowest postal code in the range of postal codes for this tax jurisdiction. A special tax structure exists for the entire area contained in this range of postal codes. Your entry is validated against the SCF file. An SCF is a geographic location identified by the first 3 characters of the postal code. In the SCF file, you define the states or provinces included in the SCF and specify the associated tax and freight structure. Note: The system does not allow you to set up tax jurisdictions with overlapping postal codes unless you have run a recovery program. See Recovering Prior Tax Jurisdiction History. Alphanumeric, 10 positions. Create screen: required. Change screen: display-only. |
To postal code |
The highest postal code in the range of postal codes for this tax jurisdiction. A special tax structure exists for the entire area contained in this range of postal codes. Your entry is validated against the SCF file. An SCF is a geographic location identified by the first 3 characters of the postal code. In the SCF file, you define the states or provinces included in the SCF and specify the associated tax and freight structure. Alphanumeric, 10 positions. Create screen: required. Change screen: display-only. |
Change Tax Jurisdiction Screen
To change: Enter 2 next to a tax jurisdiction at the Work with Tax Jurisdiction Screen to advance to the Change Tax Jurisdiction screen. At the Change screen you can change the Description field.
See Create Tax Jurisdiction Screen for field descriptions.
Display Tax Jurisdiction Screen
To display: Enter 5 next to a tax jurisdiction at the Work with Tax Jurisdiction Screen to advance to the Display Tax Jurisdiction screen. You cannot change any information on this screen. See Create Tax Jurisdiction Screen for field descriptions.
Display Tax Jurisdiction History Screen
Purpose: Use this screen to review tax amounts collected and credited for a tax jurisdiction by accounting period.
File updates: BILL_ASYNC updates this file automatically. Billing ASYNC is a background job that updates the system files with sales and shipment information as orders are billed or when records are uploaded from the PC manifest system.
How to display this screen: At the Work with Tax Jurisdiction Screen, enter 8 next to a tax jurisdiction.
ACR0310 DISPLAY Display Tax Jurisdiction History 8/20/97 17:04:14 The KL Mail Order Company
Tax jurisdiction . : HOLLISTON
Amount Amount Year Period Charged Credited
97 8 122.10 78.00
F3=Exit F12=Cancel |
Field |
Description |
Tax jurisdiction |
The area for which a special tax structure exists. Alphanumeric, 10 positions; optional. |
Year |
The year associated with the accounting period during which the tax was collected or credited to this jurisdiction. The year is defined in and validated against the Accounting Periods file. Numeric, 2 positions; display-only. |
Period |
The accounting period during which the tax was collected or credited to this jurisdiction. An accounting period is a period of time for which you define start and stop dates for Accounting purposes. Accounting periods are defined in and validated against the Accounting Periods file; see Accounts Payable Chapter 7: Working with Accounting Periods (WACP). Numeric, 2 positions; display-only. |
Amount charged |
The amount of tax collected for this jurisdiction during the accounting period. Numeric, 9 positions with a 2-place decimal; display-only, updated by the system. |
Amount credited |
The amount of tax credited to this jurisdiction during the accounting period. Numeric, 9 positions with a 2-place decimal; display-only, updated by the system. |
Recovering Prior Tax Jurisdiction History
To recover prior tax jurisdiction history: You must use a recovery program if you would like to set up tax jurisdictions to track tax dollars collected and credited in the past.
At a command line, enter the following message, where 123 represents the company number:
CALL PGM(MSR0717) PARM('' X' 123F')
This recovery program also allows you to set up tax jurisdictions with overlapping postal codes.
| Chapter 39: Working with Zip/Ship Via (WZSV) | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 41: Working with Weight Tables for Order Weight (WFTB) |
FU04_12 CWDirect 18.0 August 2015 OTN