This uses the item's tax code.

This uses the tax code of the customer's area.

This uses the tax code of the customer's area (split into state, county and city rates - the total of which is used to calculate tax).

This uses the tax code against the postal/zip code (split into state, county and city - the total of which is used to calculate the sales tax).

This calculates tax at the end of an invoice for each tax rate used in the invoice calculation. The taxable amount for each invoice line is accumulated and the tax is calculated for the total invoice amount to give the invoice level tax value.

This calculates tax for each line on an invoice before it is accumulated into a total invoice tax value. You must select this option if your nationality code is USA and you want sales order programs to calculate tax based on tax limits.

This calculates GST at the end of an invoice for each tax rate used in the invoice calculation.

This calculates GST for each line on an invoice before it is accumulated into a total invoice tax value.

This allows you to reduce the taxable portion of lines by the settlement discount percentage for tax codes which are defined as inclusive (i.e. reduces the tax base by the terms discount prior to the tax being calculated). This option allows you to assume the discount is being taken prior to calculating tax. If any tax code is defined as inclusive, then you must select this option before you can reduce the taxable portion of merchandise, freight and miscellaneous charge lines.

This reduces the taxable portion of merchandise lines according to the settlement discount percentage, before tax is calculated.

This reduces the taxable portion of freight lines according to the settlement discount percentage, before tax is calculated.

This reduces the taxable portion of miscellaneous lines according to the settlement discount percentage, before tax is calculated.

Assign a default tax code for miscellaneous charges or leave blank to default to non-taxable.

Assign a default tax code for freight charges or leave blank to default to non-taxable.

Assign a default tax code for non-stocked items or leave blank to default to non-taxable.

Assign a default tax code for credit notes or leave blank to default to non-taxable.

This rounds your tax and invoice values to the nearest monetary unit of your currency. Rounding occurs on the total tax amount and total invoice amount (i.e. values at line level are ignored).

The rounding values are output to _RND (for the document value) and _TAX (for the tax value).

This applies rounding to the total tax amount which is applied to the net invoice value. Tax rounding is typically only necessary if required by legislation in your country.

This applies rounding to the total invoice amount. You would typically use this if rounding is required because of the non-existence of small denomination coins (e.g. if the smallest denomination in your currency is 5, rather than 1 or 2). If you select to round both the tax value and the invoice value, then rounding is first applied to the tax value.

This applies tax and/or invoice rounding to invoices for foreign currency customers.

Enter the monetary or local unit of currency to which you want to round tax and invoice values.

This indicates that the purchaser is responsible for remitting the tax portion of the purchase to the tax office (i.e. the purchaser makes one payment to the supplier of the goods/services purchased and another payment to the tax office for the withholding tax portion of the transaction).

This calculates the value of withholding tax automatically at the time of making a payment in the Accounts Payable module (Taxable Amount * Withholding Tax Rate)/100). You should not select this option if you are disbursing tax over multiple general ledger tax accounts. For each invoice processed using the AP Invoice Posting program, the withholding tax system recognizes only the first tax code entered.

This applies withholding tax to local companies/suppliers only.

This applies withholding tax to an individual supplier. This can include contractors or consultants.

This is the default dispatch code (goods going to other EC Member States) for invoices.

This is the default dispatch code (goods going to other EC Member States) for credit notes.

This is the default code for arrivals (acquisitions).

This is the default Incoterms code for dispatches (goods going to other EC Member States) for invoices.

This is the default Incoterms code for dispatches (goods going to other EC Member States) for credit notes.

This is the default Incoterms code for arrivals (acquisitions).

This allows the entry of Delivery Terms and Shipping Locations into sales order/purchase order documents for customers/suppliers who are non-EC members. This option is not dependent on the EC VAT system required setting.

This uses a third party tax system for all calculations relating to order and line totals in Sales Order Entry and Point of Sale Entry. If the Business object is not found, then the SYSPRO tax calculation is used.

This is the name of the third party tax system.

This is the 6-character name of your query business object called to interface to the selected third party routine. This business object must take XML from SYSPRO, call the third party process and pass the results back to SYSPRO as XML. SORQT3.XML (located in the Base\Schemas folder) is provided as a sample XML instance to demonstrate the use of the Extended Tax Calculation Query Business Object provided. SORQT3OUT.XML is provided as a sample XML instance returned by the Extended Tax Calculation Query Business Object.

This is the 6-character name of the NetExpress program called to maintain information specific to the third party routine used. The program must reside in SYSPRO's Programs folder and is only used to define additional options (i.e. specific customer parameters required which do not form part of the core SYSPRO) which may be required by the third party tax system. These parameters are defined using the Third Party Setup function.

This is the level of identification required by the tax process.

This determines whether this is a test company or a company that requires updates. If enabled, a flag is passed to the business object at the appropriate time to update the tax information in the third party system. Otherwise, the flag passed is always N.

This creates tax entries for each transaction processed, enabling you to print a detailed Tax Distribution Report.

This creates tax entries summarized for each journal, enabling you to generate a summary Tax Distribution Report.

This indicates you don't want to print a Tax Distribution Report.

This indicates that you want to use a two-tier tax system in conjunction with other tax systems available. It is applicable only to transactions posted within Accounts Payable against local suppliers and is calculated on the compounded amount (i.e. on the total amount after the initial tax, discounts, surcharges etc., have been calculated). This option is not available if you indicated that the Tax distribution method is not required.

This is the description that must be used as the default for all fields relating to second tier tax.

This calculates QST on the selling price inclusive of tax (i.e. selling price + tax). Otherwise, QST is calculated on the selling price only (i.e. selling price exclusive of tax). This option has no effect on the calculation of tax on settlement discount. QST on settlement discount is always calculated on tax, regardless of your selection at this option.

This calculates QST against foreign currency suppliers if you have enabled the Foreign currency suppliers tax entry option.

Multiple GL tax accounts distributes the total tax amount entered during AP Invoice Posting and AP Permanent Entries Posting to the AP tax ledger code defined against each of the tax codes that you intend using. You should not select this option if you selected to use the Withholding Tax system. Single GL tax account distributes the total tax amount entered to the Accounts Payable Input tax account.

This is the default tax code that must be used for tax distribution in the AP Invoice Posting and AP Permanent Entries Posting programs. If the EC VAT system is enabled and you select the Supplier default tax code required option, then the supplier's tax code is used instead of this default code.

This is the default tax code that must be used for second tier tax distribution in the AP Invoice Posting and AP Permanent Entries Posting programs.

This enables the Tax code and Tax amount fields when processing transactions for foreign currency suppliers in the AP Invoice Posting and AP Initial Invoice Capture programs.

This uses the tax code defined against the supplier when processing Accounts Payable invoices using the AP Invoice Posting and Browse on AP Permanent Entries programs. Otherwise the default code defined for invoice posting is used. The option is only available if the EC VAT system required option is enabled.

This requests the taxable portion of a non-zero discount amount when processing a payment using the AP Release Invoices to Pay by Review, AP Manual Check Entry, AP Void Checks or Payment Cycle Maintenance programs. The default value displayed in these programs is determined by the rate assigned to the entry made at the Default tax code field. In addition, you need to define the Settlement discount (tax) ledger code. You cannot select this option if the Withholding tax system is in use.

Current uses the current tax rate against the Default tax code or Default QST code to calculate the tax/QST on settlement discount.

Historical uses the invoice date of the transaction being paid to determine the tax rate to use for settlement discount.

This option only applies when the Request tax amount option is enabled.

This tax code is used to calculate the tax on settlement discount when processing a payment. The rate to use is determined by your selection at the Calculate tax using historical rates option. Historical uses the invoice date to ascertain the tax rate at that date. Current uses the current tax rate against the tax code. A valid default tax code must be entered if you want the value of tax on settlement discount to be printed on the Tax Return report.

This requests the second tier tax portion of a non-zero discount amount when processing a payment. The default tax value displayed in the payment programs is determined by the rate assigned to the entry made at the Default QST code field. In addition, you need to define the Settlement discount (QST) ledger code.

This is used to calculate the QST on settlement discount when processing a payment. The rate to use is determined by your selection at the Calculate tax using historical rates option. Historical uses the invoice date to ascertain the QST rate at that date. Current uses the current tax rate against the QST code.

This automatically calculates the taxable portion on adjustments and discount entries processed using the AR Payments and Adjustments program. You cannot select this option if the Withholding Tax system is enabled.

The tax rate assigned to this tax code is used to calculate the taxable portion of an adjustment or discount amount entered within the AR Payments and Adjustments program.

This disburses the taxable portion of an adjustment to the sales tax ledger code defined against the tax code during processing in the AR Payments and Adjustments program. If you don't select this option (or the sales tax ledger code assigned to the tax code is blank) then the taxable portion is disbursed to the Adjustment value (tax) GL control account. This option only applies if your sales tax integration to General Ledger is set to Tax code level.

This creates entries for each transaction, enabling you to print a Tax Report for each transaction within a journal individually, as well as a breakdown at transaction level.

This creates entries for each journal, enabling you to print a Tax Report listing totals for each journal together with a breakdown at journal level.

This is the default tax code for deposit transactions processed in the Cash Book Deposits and Withdrawals and CB Permanent Entries Posting programs.

This is the default tax code for withdrawal transactions processed in the Cash Book Deposits and Withdrawals and CB Permanent Entries Posting programs.

This overrides the tax code assigned to stock items during processing in the Sales Order Entry program.

This uses the tax code held against an item when processing credit notes for stocked lines and the tax code held against the service charge when processing service charge lines (instead of the default tax code for credit notes). If no tax code is held against the stock item or the service charge, then the program defaults to using the default tax code for credit notes. Credit notes processed for non-stocked, miscellaneous and freight charge lines will use the default tax code for credit notes.

This reduces extended sales order line values by the tax amount, if the tax code is inclusive. You won't be able to access this option if the USA tax by advanced geocodes or the USA AVP sales tax system is enabled. The order values are reduced by the tax amount for the following reports: Dispatch Note Report, Order and Booking, Backlog by Stock code, Sales Order Backlog by Customer and Import Back Order Releases and the Order Intake Query query.

This indicates whether you want the system to perform checks on a customer's company tax registration number. Certain tax authorities require the customer's company tax registration number to be printed on an invoice. You can assign this number when setting up a customer or when maintaining the order header.

This is the default tax code for taxable promotional transactions posted directly to a sales order as miscellaneous charge lines. The Descriptive tax code must be used if defined. If you are using tax by geographic area and against the area you select to use the tax code from the stock item, then the tax code entered here is used for trade promotions. If no tax code is defined here, then no tax is applied to trade promotions, regardless of the tax options defined against the geographic area.

This uses the same tax code applied to the merchandise line for its promotional miscellaneous charge line. This does not apply to a Global off invoice line. A Global off invoice line cannot be based on a merchandise line as it is derived from any number of merchandise lines that may have different stock codes. The system therefore uses the default tax/GST code. If blank, no tax is calculated.

This is the default GST tax code for taxable promotional transactions posted directly to a sales order as miscellaneous charge lines. The Descriptive tax code must be used, if defined. If you are using tax by geographic area and against the area you select to use the tax code from the stock item, then the tax code entered here is used for trade promotions. If no tax code is defined here, then no tax is applied to trade promotions, regardless of the tax options defined against the area.

This uses the same tax code applied to the merchandise line for its promotional miscellaneous charge line. This does not apply to a Global off-invoice line (which cannot be based on a merchandise line as it is derived from any number of merchandise lines that may have different stock codes). The system therefore uses the default tax/GST code. If blank, no tax is calculated.

This includes tax/GST in accrual promotions. You will need to enter a valid tax code and define the point at which accrual tax must be applied.

This is the default tax code for deductions and accrual promotions. The Descriptive tax code must be used, if defined. When processing an accrual promotion, the sales invoicing process calculates the tax portion of the transaction based on this code, and adds it to the promotion accrual amount. When you use the AR Payments and Adjustments program to process a deduction, the tax portion of the deduction is automatically calculated and posted according to the rate defined against this tax code.

This is the default GST tax code to use for deductions and accrual promotions. The Descriptive tax code must be used, if defined. When you process an accrual promotion, the sales invoicing process calculates the tax portion of the transaction based on the default GST tax code entered here and adds it to the promotion accrual amount. When you use the AR Payments and Adjustments program to process a deduction, the tax portion of the deduction is automatically calculated and posted according to the rate defined against this GST tax code.

This calculates tax against the promotion using the tax code defined against the promotion in Promotion Code. This option is enabled if you selected to add accrual tax at the time of review. It enables you to update existing promotion transactions and current promotion codes with the default deductions and accrual tax and GST codes.