Tax by Zip Codes Table - FIL 43
This table lets you establish tax rates for zip codes. When an order is overridden in order entry, the system can use this table to automatically calculate the taxes based on the order's final destination.
Access this feature via menu FIL 43. (This table can also be accessed via the Auto Update Item Rating - SYS 908 option.)
|
Field |
Description |
|
From Zip Code To Zip Code |
Enter the zip code(s) that is going to be affected by these tax settings. To have the settings apply to only one zip code enter it into both the From and To fields. If an area has more than one zip code, enter the zip code range. |
|
State Tax-Cd |
The state the tax is based on. |
|
Other Tax-Cd |
Use this field to assign taxes other than state or county such as a city tax. |
|
State County |
The state and county that applies to these tax settings. Entering the state is important because it defines where the county is located. For example, there is a Mecklenberg county in NC and VA. |
|
City |
The city the zip code(s) relates to. |
The I-Inquire and U-Update options bring up the same screen. The update screen is shown below.
In this example, the following entries were made:
- The Town of Cary has two zip codes so both are entered.
- The state of North Carolina's tax rates will be used
- The code N1 in the Other Tax-Cd field signifies that the Town of Cary imposes a tax. Other miscellaneous taxes could be entered here.
- The Town of Cary is located in Wake county. The County# 101 ensures Wake county is refÂerenced on the order.
- The entry you make in the City field is the one that displays on the Tax by Zip Code Table. This entry does not apply any taxes; it is for information and organization purposes.
The screen also displays all the taxes charged to this zip code. In this case, a city tax, county tax, and state tax are applied.
To access the Tax File press F9. The Tax File determines how you are charging taxes. Within the Tax File you can create, update or inquire on two types of tax records: the first one is either S or O. The S stands for State Tax, the O stands for Other Tax, which can be county, city, parish, province, etc. The other record, made up of two characters, represents a specific tax code. For example, entering NC as a state code represents the North Carolina State Sales Tax. You can assign the two-character state code or other code. If you are only assigning the other code, then make sure it is a cumulative percent of the state, county and city taxes.
Press F10 to access the County File. The County File enables you to define the taxes for each county used in the system.
Effects on other parts of the system
- Order Change - Anytime a tax code is changed an automatic notepad entry is made.
Associated Files
Options for Taxes On Will Call Orders
Tax Identification Number File - ACT 12
Tax by Zip Codes Table - FIL 43
Warehouse Will Call Tax Table - FIL 42
Option 4 - Tax, G/L & Delivery/Route Options