Define Filter by ZIP Codes

Exploring

This program lets you define a range of ZIP codes to be included in the special tax calculations for tax integration with Avalara or Vertex.

This program is accessed from the Program List pane of the SYSPRO menu:

  • Program List > General Ledger > Tax > Tax Interface

The Avalara platform is a powerful and easy-to-use API that helps businesses automate the calculating, storing, auditing and reporting of transactional taxes.

The CertCapture component helps you maintain compliance by creating, validating, storing and managing sales tax exemptions and reseller certificates.

Tax Connectors provide a connection for establishing a direct link between SYSPRO and compatible cloud-based tax calculation systems (e.g. Avalara and Vertex).

Tax Connectors manage the export of data to these systems so that quarterly and annual sales tax returns can be produced for state filing purposes.

Vertex solutions are powered by technology that combines pre-built integrations to leading business applications, a global content database supporting major indirect tax types, and flexible deployment options spanning on-premise, cloud or hybrid.

The Vertex platform is desktop software that provides all US and Canadian sales, use and rental tax rates at the component part level, and it also includes a combined rate.

Starting

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > Company > General

  • Nationality code

Setup Options > Tax > Company Tax Options

  • Tax system

Setup Options > Tax > Sales and Use Tax

  • Sales and use tax system required
  • Interface type

Solving

The Special calculations fields within the Tax Interface Setup program are used to calculate tax on a different amount from what is actually on a sales order line.

For example:

In some states a vendor may sell particular items at a discount, but is still required to pay sales tax on the full retail price.

The special calculation will be applied only to invoices for customers who are in the customer class defined in the Tax Interface Setup program, and whose ship-to zip code falls within the defined range.

The special price is then calculated by replacing the price paid by the customer with the price code defined in the Tax Interface Setup program.

Using

  • Columns in a list view are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the list view). Select and drag the required column to a position in the list view header.

  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

    The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

    If the Show Captions option is grayed out, it means no captions are hidden for that form.

  • Press Ctrl+F1 within a list view or form to view a complete list of functions available.

Referencing

Field Description

Select

This uses the entry currently highlighted in the list view in the corresponding field of another program.

Add

This adds a new data record.

Change

This lets you change details for the highlighted data record.

Delete

This deletes the data record currently displayed.

Confirm Deletions

This prompts you to confirm the deletion of a data record.
Column Description

From zip

This indicates the first Zip code in the range for special tax calculations.

To zip

This indicates the last Zip code in the range for special tax calculations.

Description

This indicates the description defined against the Zip code range.

This window is displayed when you select the Add function.

Field Description

Save

This saves the details you entered or changed.

Zip code from

Indicate the first Zip code in the range for special tax calculations.

Zip code to

Indicate the last Zip code in the range for special tax calculations.
Description

Indicate a description for the Zip code range.