Tax Base Indicator

Exploring

This program lets you add, change or delete tax base indicators (i.e. the tax rate calculation basis per state).

This is useful if you require tax calculations per state to be based on the net or gross amount.

Things you can do in this program:

  • Add a new tax base indicator for a specified state.

  • Maintain a state's existing tax base indicator.

  • Delete a state's existing tax base indicator.

This program is accessed from the Program List 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.

The tax code is linked to a percentage rate that is applied to the value of a transaction so that the relevant amount of tax can be determined.

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.

Tax rate refers to the percentage of sales tax charged in a particular area.

For example:

The sales tax rate is 8.0% in Costa Mesa, California.

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

To configure the tax rate calculation basis per state, proceed as follows:

  1. Open the Tax Base Indicator program (Program List > General Ledger > Tax > Tax Interface).

  2. Select the Add function to open the Tax Base Indicator Maintenance window.

  3. Enter the applicable State and indicate if the tax must be calculated on the Net amount or Gross amount.

  4. Select the Save function and close the window.

  5. Exit the Tax Base Indicator 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

State

This indicates the state code.

Tax base indicator

This indicates if the tax for this state is calculated on the net or gross amount.

State full name

This indicates the full name of the state associated with the state code.
Field Description

Save

This saves the details you entered or changed.

State

Enter the code for the applicable state that you want to define the tax base indicator for.

State full name

This indicates the full name of the state associated with the state code.

Calculate tax on

Indicate if the tax for this state must be calculated on the Net amount or Gross amount.