Page History: States - Sales Tax
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Page Revision: Tue, 05 Jun 2018 12:38
General Information
Default Menu Location Maintain >> System >> Rule Maintenance
Function Controls the NEXUS settings and accounting overrides for each state where sales tax can be collected.
Rule Setup – Text Fields
State: Enter each state where sales tax can be charged. On new setups, the STATE rule should already be populated with each US state.
Code: Enter the two character postal abbreviation code.
GL Account: Enter a GL account per state if the sales tax liability account should be unique per state.
GL1 Account(Split): Enter a secondary GL account to split the accounting by a percentage between multiple accounts.
GL2 Account(Split): Enter a secondary GL account to split the accounting by a percentage between multiple accounts.
GL3 Account(Split): Enter a secondary GL account to split the accounting by a percentage between multiple accounts.
Def Tax Table: Enter the generic or NONEXUS tax table name that will be used as the default for any new ShipTo records added for that state. This is useful if all customers for this state should get charged using the same table.
Rule Setup – Number Fields
GL1 Split %: Enter the percentage to calculate the portion that posts to GL1.
GL2 Split %: Enter the percentage to calculate the portion that posts to GL2.
GL3 Split %: Enter the percentage to calculate the portion that posts to GL3.
Rule Setup – Logic Fields
NEXUS: Indicating a state as NEXUS forces you to select a valid zip-code based tax table for each Ship To added in that state.
Use Tax: Skip Import: States marked as skip import will not download new/updated tax table details during the sales tax import, and should shorten the update process.
Tax Freight: Determines whether items with the 'Freight' attribute are taxed in this state.
