Setting Up PeopleSoft Installation Options for Taxware Sales and Use Tax

The Set Up Financials/Supply Chain, Install, Tax Provider Installation page provides the following options for Taxware Sales and Use Tax:

Note: To display these options, Taxware must be chosen as the Tax Supplier on the Overall Installation Options page and Taxware Sales and Use Tax as the Taxware Tax Application on the Tax Provider Installation page.

Field or Control	Description
Using STEP	Select this option if you use the Taxware STEP module.
Reason Code Matching	Select one of two options to determine how you want to handle tax certificate entry reason lookup in STEP. Only Exact Reason Code Match: This is the more restrictive option. Taxware finds only tax certificates that were entered with the exact reason code you set up on the bill line. If you select this option, you must add the Taxware reason codes as translate values for the field TAX_EXEMPT_RC. Only add those reason codes you expect to be sent to PeopleSoft. Use Default Record: Taxware looks for an exact match. If it doesn't find one, it uses a default tax certificate for exemption.
Certificate Level	Enter an option that determines which taxing jurisdiction level tax certificates apply. Selecting Individual Certificate Levels enables STEP to look for certificates at all individual levels and exempt tax only for those levels at which a certificate is found. Selecting State Level Only prompts STEP to look for certificates at the state level only.

Field or Control

Description

Using STEP

Select this option if you use the Taxware STEP module.

Reason Code Matching

Select one of two options to determine how you want to handle tax certificate entry reason lookup in STEP.

Only Exact Reason Code Match: This is the more restrictive option. Taxware finds only tax certificates that were entered with the exact reason code you set up on the bill line. If you select this option, you must add the Taxware reason codes as translate values for the field TAX_EXEMPT_RC. Only add those reason codes you expect to be sent to PeopleSoft.

Use Default Record: Taxware looks for an exact match. If it doesn't find one, it uses a default tax certificate for exemption.

Certificate Level

Enter an option that determines which taxing jurisdiction level tax certificates apply.

Selecting Individual Certificate Levels enables STEP to look for certificates at all individual levels and exempt tax only for those levels at which a certificate is found.

Selecting State Level Only prompts STEP to look for certificates at the state level only.