Tax Codes By Postal/Zip

Tax codes can be maintained for the different postal areas in the Tax Codes By Postal/Zip window by clicking on the ADVANCED button in the Tax Codes.

It applies only to the Enhanced Tax processing as activated in the Company Taxing Parameters.

Default tax codes setup by shipping Postal/Zip code are used if there are no taxes found for the GEOCode or the Ship To City on the Contract, Invoice, Reservation, Quote, etc.
Refer to Tax Maintenance Overview for the ENHANCED Tax Rules that determine which taxes apply.

When Postal/Zip code taxes are used, any exact match for a Code applies (i.e. when the From Code is the same as the To Code) over any match found in any code range. If no exact match is found and the Postal/Zip code does not fall into a range either, then the blank Postal/Zip code range applies.

To setup Postal/Zip code default taxes, the prompts are:

SEARCH

This search field is provided to easily find the Tax records based on partial matches to the 'ZIP Code', 'ZIP Description' or 'State' values.

FROM CODE

Enter a starting shipping Postal/Zip code for which taxes should be setup.

TO CODE

Enter the same Postal/Zip code to create an exact Postal/Zip code record, for which taxes should be setup, or enter an ending Postal/Zip code to create a range of codes for which the same taxes apply.
Rather than an exact match it can be useful to enter the "To Code" as Postal/Zip code with a suffix of -9999 to cover all zip codes in the area.
i.e. From Code: 17703 and To Code: 17703-9999

Note: When Postal/Zip code taxes are used, any exact match for a Code applies (i.e. when the From Code is the same as the To Code) over any match found in any code range.

DESCRIPTION

Enter the description for this specific Postal/Zip code or Postal/Zip code range.

STATES

Enter the State code for this specific Postal/Zip code or select it from the Prov/State Search.
This State value can be populated by the Import Tax Codes By Postal/Zip tool.

Note: The State code entered is not validated against the existing codes in the Prov/State table.

TAXES

Sometimes tax codes that are generally charged for a Postal/Zip code, are not charged on all products and services.
Multiple tax codes can be listed for each area in the Taxes and Exemptions window with separate exemption flags for Rentals, Sales, Services, and Damage Waiver.

ACTIONS:
Additional actions provided by buttons on the Tax Codes By Postal/Zip setup screen include:

• Delete a Tax Code:
  To delete a Tax ZIP code range record, highlight the tax code and click the DELETE button.
  Confirmation is required.

• Load ZIP Code Tax Rates from an Import File:
  Click the IMPORT button to access the Import Tax Codes By Postal/Zip utility.
  This import process is useful for U.S. firms with many Tax Code configurations in each state.