City Tax Codes / Tax Codes By Ship To City

System Maintenance Menu -> Configure System Settings -> Accounting Tab -> Accounts Receivable -> Tax Codes -> ADVANCED button -> Tax Codes by Ship To City

Depending on the Tax configuration setup for your firm in the Company Taxing Parameters, the Tax codes can be maintained for the different cities in the Tax Codes By Ship To City window by clicking on the ADVANCED button or in the City Tax Codes window by clicking on the CITY TAXES button in the Tax Codes.

The City and Tax information from this table is used in the following features:

• These city tax codes are used for the default taxes for the city if there is a "Ship To Address" on documents such as the Contract, Invoice, Reservation, Quote, etc.
  
• When the "Bill To City" and/or "Ship To City" is configured to be a mandatory field on documents per the Company Contract Parameters, cities are validated against the cities in this table.
  
• If there is a Prov/State and/or a Postal/ZIP Code associated with the city in this City Tax Codes table and the "Bill To City" and/or "Ship To City" is mandatory, then these Province/Postal values will default to the address in data entry of document address and site when the city is entered on the address.
• The cities in this table are also used in defining the Zones used by the Job Site Service Report.

Refer to Tax Maintenance Overview for the STANDARD and for the ENHANCED rules determining which taxes apply.

To setup Cities with or without default tax defaults, the prompts are:

CITY

Leave this field blank to view all existing cities that have been setup and their Tax code defaults, or enter the first few letters of a city to start the display at this specified city.

City and Tax Details

SEQ#

The sequence number tracks the records in the file.
These city records will be resorted in alphabetical order.

CITY

Type in the City name for validation purposes and/or for tax defaults.

Note: A blank city is permitted but not recommended because if your system is configured to require a valid mandatory city in the document address as setup in the Company Contract Parameters, a blank city would still be allowed.

Tax Defaults:

• STANDARD TAX PROCESSING FEATURE

  If your firm uses the standard tax processing in the Company Taxing Parameters that accommodates up to two tax codes for each product and service, the following two prompts appear:

  TAX 1

  Enter the default tax code for Tax 1, or select it from the drop-down list, or enter NTX if no Tax 1 applies in this city.
  The tax description displays.

  
  TAX 2

  Enter the default tax code for Tax 2, or select it from the drop-down list, or enter NTX if no Tax 2 applies in this city.
  The tax description displays.

  Note: These Ship To City tax codes apply if there are no Site tax codes for the document.
  City tax codes can be left blank, but if a City tax code is entered for Tax 1, a tax code for Tax 2 should also be entered.
  When BOTH the tax code fields for the Ship To City are left blank, then the customer/division tax codes apply.

  • ENHANCED TAX PROCESSING

    If your firm uses the Enhanced tax processing as setup in the Company Taxing Parameters, that accommodates a combination of multiple tax codes for each product and service, a single Taxes window is provided in which the applicable tax information with exemptions can be setup for each city as outlined in Taxes Exemptions.

    If no match for the Ship To City on the document is found with valid taxes, then the tax for the Postal/Zip code applies as setup in Tax Codes By Postal/Zip.

  
  PROV

  Enter the province or state associated with this city.
  When the "Bill To City" and/or "Ship To City" is a mandatory field on documents per the Company Contract Parameters, this Prov becomes the default value in the address when an address is entered for this City on a document header or in the document site.
  If this city name applies to more than one province or state, the Prov field in this table can be left blank to avoid defaulting incorrectly.

  
  POSTAL

  Enter the Postal or ZIP code associated with this city.
  When the "Bill To City" and/or "Ship To City" is a mandatory field on documents per the Company Contract Parameters, this Postal code becomes the default value in the address when an address is entered for this City on a document header or in the document site.
  If this city name applies to more than one area, the Postal field in this table can be left blank to avoid defaulting incorrectly.