Printing the Tax Jurisdiction Report (PTXJ)

Purpose: Run the Tax Jurisdiction Report to identify the dollars collected and credited for each tax jurisdiction for a specified invoice date range.

You can use the Working with Tax Jurisdiction (WTXJ) menu option to define tax jurisdictions. Tax Jurisdictions 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. Different tax rates apply for these areas, rather than the usual tax rate for the postal code or SCF. In addition, you can define tax jurisdictions within the United States only.

To generate the report:

1.

At the Print Tax Jurisdiction Report Screen, enter the invoice date range you wish to use to generate the Tax Jurisdiction Report.

2.

Select OK to validate your entries and then select Print Report.

3.

The system submits the TAX_JUR job to generate the Tax Jurisdiction Report.

Determining the invoices to include on the report: The system uses the invoice date range you define on the Print Tax Jurisdiction Report Screen and the Invoice date in the Invoice Ship To table to determine which invoices to include on the report.

Determining the tax jurisdiction: The system uses the Invoice Address table to determine the ship to customer for the invoice. The system then compares the postal code defined for the ship to customer to the tax jurisdictions defined in Working with Tax Jurisdiction (WTXJ) to determine which tax jurisdiction is associated with the invoice.

UNKNOWN tax jurisdiction: Any tax amounts that are not associated with a tax jurisdiction print on the report under an UNKNOWN category.

Determining the tax: The system uses the Tax in the Invoice Ship To table to determine the tax to include on the report. Positive tax amounts accumulate in the Amount charged field on the report; negative tax amounts accumulate in the Amount credited field on the report. Note: The Tax field includes regular tax, GST, and PST amounts. The Tax field does not include VAT amounts.

Capture invoice address: In order to print the Tax Jurisdiction report, the Capture Addresses for Invoice (J24) system control value must be selected, indicating the system creates a record of the billing and shipping address in the Invoice Address table each time you bill a shipment.

Print Tax Jurisdiction Report Screen

Use this screen to specify the invoice date range to use to generate the Tax Jurisdiction Report and to submit the report.

How to display this screen: Enter PTXJ in the Fast path field at the top of any menu or select the Print Tax Jurisdiction report option from a menu.

Field

Description

Start date

The start date for which you want to run the Tax Jurisdiction Report. The system uses the Invoice Ship To table to determine which invoices to include in the Tax Jurisdiction report.

An error message displays if the Start date is a future date: Date must be on or before today’s date.

Numeric, 6 positions (in user date format); required.

End date

The end date for which you want to run the Tax Jurisdiction Report. The system uses the Invoice Ship To table to determine which invoices to include in the Tax Jurisdiction report.

An error message displays if the end date is a future date: Date must be on or before today’s date.

An error message displays if the End date is earlier than the Start date: Starting date cannot be greater than Ending Date.

Numeric, 6 positions (in user date format); required.

PTXJ OMSCS 19.0 December 2019 OHC