Sales and Use Tax

Setup Options > Tax > Sales and Use Tax

This uses the third-party tax system (as defined against the Interface type option) for all calculations relating to tax. The following configuration must already be defined within the Company Tax Options form (Setup Options > Tax > Company Tax Options):

  • The Tax system option must be set to USA tax by advanced geocodes.

  • The Sales tax calculation option must be set to Invoice level.

Once enabled, you need to indicate your preferred tax connector at the Interface type option, followed by selecting the Run Setup hyperlink to proceed with configuring the selected tax connector.

If this option is deselected, then the standard SYSPRO tax calculation is used.

Enabling this option allows the system to call the relevant Tax Connector platform to immediately calculate the tax and total values displayed for every sales order line added or maintained within the Sales Order Entry and Point of Sale Entry programs.

If this option is disabled, then the system calculates the tax based on the advanced geocodes (which map to the imported tax rates) when querying the sales order values.

Enabling this option adds a performance overhead that may slow down the sales order process. It can also result in higher costs as the Tax Connector platforms generally charge for every query transaction.

This is the name of the third party tax system.

When the Sales and use tax system required option is enabled, this lets you indicate the cloud-based tax calculation system you want SYSPRO to use when calculating the tax requirements on sales orders. Once you've indicated your preferred third party platform, select the Run Setup hyperlink to proceed with the Tax Connector configuration.

This is the default ship from fields required for non-stocked and miscellaneous lines.

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.