Create Taxtype Records

Sales Tax (STX) > Sales Tax System Startup > Sales Tax System Startup Tasks

Create Taxtype Records

The Taxtype field is a table driven field used by the system to determine the sales tax treatment for each customer (i.e. retail, resale, government, and export). Each Taxtype record stores a flag in the DATA_1 field to indicate whether sales for the Taxtype are taxable (set DATA_1 = Y) or non-taxable (set DATA_1 = N). A Taxtype is assigned to each Customer and this Taxtype may be changed by the user as required to process individual sales orders and invoices.

The Taxtype Field is stored in the Company (File 54), Sales Order Header (File 60), Sales Order Line Item (File 61), and Shipto (File 99) files. Identical Taxtype records must be created in the Generic Code Table for each of these files to allow table driven editing within each file. Generally, Cove will upload the appropriate Gencode records when the sales tax processing programs are installed, and you will only need to edit or create new ones if you wish to customize the system to meet your own specific needs. Taxtype records should be created and maintained in the following tables in the Gencode File.

• TAXTYPE

• F54:69

• F61:44

• F99:28

A Typical Taxtype Table might contain the following entries.

Table	Code	Description	Data_1
F54:69	RETAIL	Sale to consumers of the product upon which sales tax must charged and collected	Y
F54:69	RESALE	Sales to resellers exempt from the collection of sales tax. This usually requires that a resale certificate be on record	N
F54:69	EXPORT	Sale to an entity outside of the taxing area that requires no sales tax to be collected. Normally this would be used for shipping goods out of the country	N
F54:69	GOVT	Non-taxable sales to the Federal Government	N

Note: Information in DATA_1 field Indicates if the transaction is taxable.

Please see the Generic Code Table documentation for a complete description of how to create or edit Gencode records. Please see the Sales Tax Processing Applications Overview for more information about how the Taxtype field is used during processing.

Create Taxcode Records