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The Will Call Tax Table automates the taxation of “will calls” in states that require differing will call tax rates based on multiple factors. It adjusts the tax codes on an order, based upon the business address of the customer as well as the business address of the will call warehouse.
Note: The Warehouse Will Call Tax Table is built via Warehouse Will Call Tax Table - FIL 42 on the File Maintenance menu.
The “Will Call Tax Table” is applied in the following circumstances:
Will Call taxable customer:
— Order Entry program retrieves the tax codes from the customer’s Billto File record.
— Order Entry then retrieves the Will Call tax codes from the Warehouse File (based upon header warehouse only), and if there are any tax codes in that Warehouse File record, those tax codes override the Billto File tax codes.
— Order Entry then retrieves the “Will Call Tax Table”, and checks for a match on “Order Will Call Warehouse” and “Customer’s State Tax Code” and/or “Customer’s Other Tax Code”, and adjusts those codes as specified in the table.
Will Call non-taxable customer, made taxable via the Order Entry F9 - Make Taxable function key:
— Order Entry program retrieves the tax codes from the customer’s Billto File record, but when the customer is flagged as non-taxable, the Billto File tax codes are blank.
— Therefore, the Order Entry program then retrieves the County File, based upon the Billto File State and County fields. The County File contains the normal tax codes for customers in that state/county, and those tax codes are used.
— Order Entry then retrieves the Will Call tax codes from the Warehouse File (based upon header warehouse only), and if there are any tax codes in that Warehouse File record, those tax codes override the Billto File and County File tax codes.
— Order Entry then retrieves the “Will Call Tax Table”, and checks for a match on “Order Will Call Warehouse” and “Customer’s State Tax Code” and/or “Customer’s Other Tax Code”, and adjusts those codes as specified in the table.
During order entry if a customer order is designated as a “will call”, the system automatically checks the Will Call Tax Table to see if it applies. Ship Via codes may be defined as “will call” in the Classification Codes file.
In the following example, a customer order is designated as a will call (WC in the Ship-Via field) on the Order Header screen. Furthermore, the customer is based in Virginia and his State tax code is for VA.
In this example, the will call/pick-up warehouse is CHA.
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When Enter is pressed, the system cross references the information against entries in the Will Call Tax table. An example of the Will Call Tax Table is shown below.
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According to the table, if a customer makes a pick-up at the CHA warehouse, and their normal tax state code is VA when Enter is pressed the tax codes are changed to NC (for the State tax) and N3 (for a county tax). The figure below shows the changes that are made when the Will Call Tax Table is activated.
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System Wide Setting - Options for Taxes On Will Call Orders
Warehouse Will Call Tax Table - FIL 42
Billto File Profile Screen (FIL 1)
Dancik policy on state and local tax changes - what does Dancik provide?
Changing address on the Billto account WILL change the address on an existing order/invoice.
