This is done by creating Generic code tables with the Table Name = TAXEX-XX, where XX is the two letter abbreviation for the state that the record applies to. The code field of the Gencode records should be set to the tax category code assigned to the inventory items. The DATA_1 field of the Gencode records should be set to Y or N to indicate whether the item is taxable in the state pointed to by the exception record. In the above example, you would have one record in the F70:203 table (for the service tax category) and 4 tables with one record each for the state exceptions.
Table used to handle Service Exceptions (states where services are taxed). One record should be entered into this table for each state/tax category exception that needs to be supported.
|
Table Name |
Code |
Description |
Data1 |
|
TAXEX-GA |
SERVICE |
Taxable Service |
Y |
|
TAXEX-TX |
SERVICE |
Taxable Service |
Y |
|
TAXEX-VT |
SERVICE |
Taxable Service |
Y |
|
TAXEX-PR |
SERVICE |
Taxable Service |
Y |
This table would cause the system to update the tax flag on the inventory items assigned to the service tax category to Y when shipments are sent to shipping addresses with the state field equal to GA, TX, VT or PR. This information would override the inventory item taxable flag (which is set to N), and cause the system to charge tax on the service items when shipments to these states are processed.