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 Monsoon Order Manager internal tax system is enabled. Otherwise, the program honors the tax information received from the shopping cart when the order is imported.

  parameter CheckTaxRates=TRUE

• 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, select 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, select 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 Monsoon Order Manager . This feature does not affect manually entered orders.

Additional Information

Sales Tax Systems

Sales Tax Parameter Group

Stone Edge Tax Calculation

Created: 3/14/12

Revised: 7/9/14

Published: 08/19/15