Tax System Settings

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Overview

Tax System Settings provides a single interface from which you can set tax-related system parameters.

Tax System Settings can only be accessed by Admin UserIDs.

Description of the screen

Tax System Settings

Close Without Saving Button

• select this to abandon your changes and close the screen

• if you have made changes to the cart-based parameters and selected the Save button on that tab, the tax system settings are re-initialized when this button is selected

Save Settings Button

• select this to retain the changes you've made during this session anywhere except for the cart-based parameters, which should be Saved by the button on that tab

• the tax system settings are re-initialized without exiting the program

Main Settings Tab

Main/Default

Sales Tax System

• sets main system parameter SalesTaxSystem

• choices are currently Avalara or Order Manager

CalcTaxRateIncludeShipping

• if selected, sets main system parameter CalcTaxRateIncludeShipping to TRUE

• if cleared, system parameter CalcTaxRateIncludeShipping is set to FALSE

State List as Filter

• applies to the Avalara integration

• sets main system parameter SalesTaxStatesListUsage

• the choices are:

Filter All Calls (0)

Only Filter Custom Calls (1)

Do Not Filter Any Tax Calls (2)

Check Tax Rates (OM Tax Tables)

• if selected, sets system parameter CheckTaxRates to TRUE
• if cleared, sets system parameter CheckTaxRates to FALSE

Manual Orders

Sales Tax System

• sets main system parameter ManualOrdersSalesTaxSystem

• the choices are:

Avalara

Order Manager

Default

ManualOrdersGetTaxForEachItem

• if selected, sets main system parameter ManualOrdersGetTaxForEachItem to TRUE

• if cleared, system parameter ManualOrdersGetTaxForEachItem is set to FALSE

Use Cart Tax System When Order Attributed to a Cart

• sets main system parameter ManualOrdersUseCartTaxSystem to TRUE

• if cleared, system parameter ManualOrdersUseCartTaxSystem is set to FALSE

Import Orders

Always Calc Tax at Import

• sets system parameter AlwaysCalcTaxAtImport to TRUE

• if cleared, system parameter AlwaysCalcTaxAtImport is set to FALSE

Calc Tax at Import if Incomplete

• sets system parameter CalcTaxAtImportIfIncomplete to TRUE

• if cleared, system parameter CalcTaxAtImportIfIncomplete is set to FALSE

Calc Tax if Any Drop Ships

• sets system parameter CalcTaxIfAnyDropShips to TRUE

• if cleared, system parameter CalcTaxIfAnyDropShips is set to FALSE

Default Cart Tax Txn Type

• select the tax transaction type used at the shopping cart

• the choices are:

Tax Tables

Tax System - Calc

Tax System - Paid

Tax System - Saved  

View Orders

Allow Order Cancel with Unvoidable Tax Docs Check Box

• sets system parameter AllowCancelWithUnvoidableTax to TRUE

• if cleared, system parameter AllowCancelWithUnvoidableTax is set to FALSE

Suppress In-Line Unapproval Warning Check Box

• if selected,sets system parameter SuppressInLineUnapprovalWarning to TRUE

• if cleared, system parameter SuppressInLineUnapprovalWarning is set to FALSE

• If TRUE, the user is NOT presented with the warning dialog box stating the change the user is about to make to an approved order (such as adding an item) will result in automatic unapproval of the order. The dialog box gives the user a chance to abort the change.

Tax Classes Tab

Default Product Tax Class Codes

Taxable Product Field

• enter the sales tax code to use for taxable products

• if this field is left empty, the program default is "Taxable"

Non Taxable Field

• enter the sales tax code to use for non-taxable products

• if this field is left empty, the program default is "NT"

Shipping Field

• enter the sales tax code to use for shipping

• if this field is left empty, the program default is "FR020100"

Surcharge Field

• enter the sales tax code to use for surcharges

• if this field is left empty, the program default is "NT"

Cart Settings Tab

• use the fields on this tab to set cart-based sales tax parameters

Cart Drop-down List

• select a cart from the list of defined carts and then make changes one or more of the other fields on this screen to set the cart-based parameters

Tax Systems Drop-down List

• select the appropriate setting for system parameter SalesTaxSystem

Order Manager

Avalara

Default

Copy Default Creds

• copies the credentials from the main system parameters into the cart-based parameters for the selected cart

Clear Account Info

• clears all account information from the cart-based parameters for the selected cart

Clear Address

• clears all of the address information from the cart-based system parameters

Address 1:

• sets cart-based system parameter TaxAddress1

Address 2:

• sets cart-based system parameter TaxAddress2

Address 3:

• sets cart-based system parameter TaxAddress3

City/State

• sets cart-based system parameters TaxCity and TaxState, respectively

Zip/Country

• sets system parameters TaxZip and TaxCountry, respectively

Cart Tax Txn Type

• select the value that reflects the action taken by a tax service implemented at the cart

(default) – the cart uses the main Stone Edge parameter settings

Tax Tables – the cart uses the Stone Edge tax table

Tax System - Calc – the cart performs a tax calculation at a 3rd party tax service

Tax System - Saved – the cart performs and saves a tax calculation at a 3rd party tax service

Tax System - Paid – the cart performs, saves, and pays the taxes at the 3rd party tax service

Avalara Account

• the cart-based account number assigned by Avalara

License Key

• the cart-based license key provided by Avalara

Tax SVC URL

• the cart-based service URL provided by Avalara

Company Code

• the cart-based company code provided by Avalara

Location Code

• this is only used in special cases and the value is provided by Avalara

Always Calc Tax at Import

• when selected, sets cart-based system parameter AlwaysCalcTaxAtImport to TRUE

• if cleared, cart-based system parameter AlwaysCalcTaxAtImport is set to FALSE

Calc Tax at Import if Incomplete

• when selected, sets cart-based system parameter AllowCancelWithUnvoidableTax to TRUE

• if cleared, cart-based system parameter AllowCancelWithUnvoidableTax is set to FALSE

Calc Tax if Any Drop Ships

• when selected, sets cart-based system parameter CalcTaxAtImportIfIncomplete to TRUE

• if cleared, cart-based system parameter CalcTaxAtImportIfIncomplete is set to FALSE

Check Tax Rates

• when selected, sets cart-based system parameter CheckTaxRates to TRUE

• if cleared, cart-based system parameter CheckTaxRates is set to FALSE

Save

• select this to save the cart-based system parameter changes before switching to another cart or your changes are lost

Additional Information

Monsoon Stone Edge Tax System Dashboard

Sales Tax Systems

Sales Tax Parameter Group

Created: 8/20/14

Revised: 5/28/15

Published: 08/19/15