SalesTax Rates

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Overview

• To access the Tax Rates table, go to:

Main Menu>Settings>Order Functions>Sales Tax Rates

• The program obtains sales tax information for manually placed orders from this table.
• It can also be used for imported orders, if the SEOM internal tax system is enabled. Otherwise, the program honors the tax information received from the shopping cart an e-commerce software system that allows a retailer to sell products on the Web. In the context of Monsoon OMS, it refers to the settings that describe a merchant's web store to the program, allowing it communicate with the online shopping cart and import orders and other information when the order is imported.

  parameter CheckTaxRates=TRUE

• Point-of-Sale orders use the sales tax rates provided in the Misc. tab of the Point-of-Sale Setup screen synonymous with the Microsoft Access Form object or graphical user interface (GUI).
• Standard abbreviations for cities, states and countries can be enforced for imported orders entering aliases at this screen.

Tax Rates Screen

Enter States, Cities and Tax Rates

1. Enter the two-letter state abbreviation in the State column. Do not enter the entire name of the state.

Note: It does not matter whether the state abbreviation is upper- or lower-case. You can specify an alias in the Alternate names for Cities, States & Countries section.

2. If you DO NOT need to specify tax rates for cities within the state, enter "any” (without quotes) in the City column. Otherwise, enter the name of the city.

3. Enter the tax rate as a percentage in the Tax Rate column.

4. If shipping and handling fees are taxed by the state, click the check box in the Tax Shipping & Handling? column.

Enter Countries and Tax Rates

1. Enter a two-letter Country Code in the Country column. Refer to the ISO 3166 English Country Names and Code Elements to find an appropriate value.

2. Enter the tax rate as a percentage in the Tax Rate column.

3. If shipping and handling fees are taxed by the country, click the check box in the Tax Shipping & Handling? column.

4. If necessary, specify an alias in the Alternate names for Cities, States & Countries section.

Provide Aliases for Cities, States & Countries

• Aliases ensure proper tax rates are applied to orders regardless of how customers enter the Bill To information.
• If a city name is abbreviated routinely, for example "L.A.” for "Los Angeles” or "Phila.” for "Philadelphia”, enter the abbreviation in the Convert From field and the fully correct city name in the Convert To field.
• Enter an alias for a state. For example, enter "Pennsylvania” in the Convert From field and "PA” in the Convert To field.

This information is used to auto-correct data entry "errors” in address fields at the time an order is imported into SEOM. This feature does not affect manually entered orders.

Additional Information

Created: 3/14/12

Revised:

Published: 04/13/16