Interacting with Third-Party Tax Suppliers During Online Tax Calculations

You can initiate online tax transactions in PeopleSoft Order Management, Billing, and Purchasing.

Online Tax Calculation in PeopleSoft Order Management

You trigger online tax calculations in PeopleSoft Order Management on the order line and order schedule pages by saving a valid order or clicking the Calculate Price button on the Order Entry Form or Shipment Schedules page.

PeopleSoft conducts a transaction with the external tax system, either through a web service or a business interlink. The data passed to the tax system in the transaction includes the tax company or organization, customer information including addresses, product information, and the line or schedule quantity, and the line or schedule amount. PeopleSoft Order Management tables are updated with tax information, including the tax amount and tax percentage.

Note:

The taxes calculated in PeopleSoft Order Management are only temporary and are not logged by the tax supplier software. Actual taxes will be calculated when the invoice is finalized in Billing.

In the case of fully paid sales orders, the Billing Finalization process sends the invoice to the tax solution so that the amounts can be logged. Billing uses the original transaction date so that the taxes logged will match the taxes paid, in case the tax rules have changed since the sales order was taken.

Online Tax Calculation in PeopleSoft Billing

You trigger online tax calculations on the Bill Summary Info page when you click the Calculate Taxes button, if the current PeopleSoft Billing business unit is defined as using an installed third-party tax supplier. When you click Calculate Taxes, the following occurs:

  1. PeopleSoft conducts a transaction with the external tax system, either through a web service or a business interlink.

  2. The system displays the total tax amount on the Bill Summary Info page.

  3. Click the Save button to update the PeopleSoft Billing tables.

    You can view the detailed tax information on the Standard Billing - Line Tax page. The taxes calculated from the Bill Summary page are only temporary and are not logged by the supplier software.

Online Tax Calculations in PeopleSoft Purchasing

You trigger online tax calculations when you:

  • Click the Calculate button on the Maintain Purchase Order - Purchase Order page or the Express Purchase Order - Purchase Order page when entering a purchase order or a change order online.

  • Click the Calculate SUT button on the Maintain Purchase Order - Sales/Use Tax Information for Schedule page or Express Purchase Order - Sales/Use Tax Information for Schedule page when entering a purchase order or change order online.

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