Working with Tax Jurisdiction (WTXJ)
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. Standard tax reporting does not identify taxes collected at the jurisdiction level.
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 an external tax system to calculate sales tax on your orders and to maintain the tax rates appropriately. See Vertex Interface and Avalara AvaTax Interface.
Note: You can use this menu option to define tax jurisdictions within the United States only.
Tax jurisdiction report: The Tax Jurisdiction Report identifies the dollars collected and dollars credited for each tax jurisdiction for a specified invoice date range; see Printing the Tax Jurisdiction Report (PTXJ) for more information on this report.
In this chapter:
• Work with Tax Jurisdiction Screen
- Create Tax Jurisdiction Screen
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.
Field |
Description |
Tax jurisdiction |
The area for which a special tax structure exists. 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 included 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 included in this range of postal codes. Alphanumeric, 10 positions; optional. |
Screen Option |
Procedure |
Create a tax jurisdiction |
Select Create to advance to the Create Tax Jurisdiction Screen. |
Change a tax jurisdiction |
Select Change for a jurisdiction 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. |
Delete a tax jurisdiction |
Select Delete for 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 in the Tax Jurisdiction History table, including information on the amount of tax charged and credited. You will lose this history if you delete the jurisdiction. |
Display a tax jurisdiction |
Select Display for a jurisdiction to advance to the Display Tax Jurisdiction screen. You cannot change any information on this screen. See Create Tax Jurisdiction Screen for field descriptions. |
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, select Create.
Field |
Description |
Tax jurisdiction |
The area for which a special tax structure exists. 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 included in this range of postal codes. Your entry is validated against the SCF table. An SCF is a geographic location identified by the first 3 characters of the postal code. In the SCF table, 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. 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 included in this range of postal codes. Your entry is validated against the SCF table. An SCF is a geographic location identified by the first 3 characters of the postal code. In the SCF table, 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. |
