Sales Tax

Access the Sales Tax tab.

You can use these fields for information only. Unless custom modifications are made to the service billing software, the system does not use this information.

Tax Expl Code (tax explanation code)

Enter a hard-coded UDC (00/EX) that controls the algorithm that the system uses to calculate tax and general ledger distribution amounts. The system uses the tax explanation code in conjunction with the tax rate area and tax rules to determine how the tax is calculated. Each transaction pay item can be defined with a different tax explanation code.

Tax Rate/Area

Enter a code that identifies a tax or geographic area that has common tax rates and tax authorities. The system validates the code you enter against the Tax Areas table (F4008). The system uses the tax rate area in conjunction with the tax explanation code and tax rules to calculate tax and general ledger distribution amounts when you create an invoice or voucher.

GeoCode Ship From

Enter the location (warehouse or store location) from which a product was shipped or where a service is performed. This location is used by the Quantum calculating tax engine to determine the appropriate taxing jurisdiction.

GeoCode Order Accept

Enter the jurisdiction where a sales transaction is approved or a contract is accepted by the seller.

Vertex Transaction Type

Enter the Vertex Sales and Use Tax transaction type.

Vertex Product Category

Enter a UDC used in the Vertex Tax Decision Maker for products or services that are nontaxable or are at a nonstandard rate.