Associated Taxes Setup for a Tax Regime

When you create a tax regime, you specify the options and defaults available to the taxes associated with the tax regime. You also enable the features that apply to the tax regime and its taxes.

The options appearing in the Associated Taxes Setup Information region on the Edit Tax Regime page result from the features enabled and the options selected at the tax level. These options include:

  • Allow multiple jurisdictions

  • Allow tax recovery

  • Allow tax exceptions

  • Allow tax exemptions

The preceding options always appear as read-only check boxes in the Associated Taxes Setup Information region. The option appears as selected if you selected the option in one of the taxes within this tax regime. If you didn't select the option in one of the taxes, the option appears as not selected.

For example, suppose you have a California county sales tax that applies to all counties, so you need a tax with multiple jurisdictions. In this case, enable the Multiple Jurisdictions feature at the tax regime level and select the Allow multiple jurisdictions option at the tax level. When you open the Edit Tax Regime page, Associated Taxes Setup Information region for this tax regime, the Allow multiple jurisdictions option appears as selected.