Manage ever changing tax rates and rules across multiple jurisdictions using Inform ERP Sales Tax Automation. This productivity booster includes a sales tax calculation engine that integrates directly with Inform ERP and Inform B2C eCommerce. With it, you can
- Seamlessly integrate Inform’s Zip+4 sales tax calculation engine
- Improve compliance and audit readiness
- Get continually updated tax rates and rules for more than 11,000 county, city, & district US
- Identify jurisdiction accurately based on the Zip+4 ship-to address. A ZIP+4 lookup will
narrow the results down to about one side of a road about a block long
- Identify the taxability of freight charges in states where freight is taxable
- Easily align with familiar Inform sales tax reporting & journals
If you are interested in this add-on for Inform. contact us as firstname.lastname@example.org.
If you have Inform eCommerce B2C, you will get Sales Tax Automation for both Inform ERP and Inform eCommerce as part of the package. The remainder of this article provides information on
- How it works
- Disable sales tax automation
- eCommerce Setup of Taxable States
- Taxable jurisdictions
How it works
- Uses the Zip Code of the Ship To address to apply the correct tax
- Creates new tax codes during sales order entry, if new zip codes are added
- Determines if jurisdiction should tax freight based on freight settings
B2C Retail eCommerce
- Built into eCommerce
- Uses the Zip Code of the ship to address
- Creates new tax codes as required during checkout
Note: This service is not available for Canadian companies.
When you purchase Inform's Sales Tax Automation booster, our Customer Care will work with you to make sure that Inform is configured to apply the tax automation most effectively. Keep in mind the following tips below on setting up customer tax defaults and pickup orders:
Customer Tax Defaults
- Taxable Status: If a specific customer is tax exempt, you must select this option at the customer level. Open the customer on File > Customer > Master. Click the Credit tab on the Setup page, and then type the Tax Exempt Number. The Taxable check box should remain cleared. See Configure tax rate and credit options.
- Tax Code: Since tax information is pulled over using Sales Tax Automation, you can leave the Tax Code field blank for both Customers and Ship To's. You can override the sales tax automation information at the sales order level. See Disable sales tax automation
If you have pickup orders, make sure the the sale tax automation booster has the information it needs to apply taxes properly.
- Create local tax codes
- To ensure that the correct tax is applied to pick up orders, create "dummy" sales orders with a a Manual Ship To using the local zip code of the branch.
- Repeat this step for all branches, so a tax code is created for each.
- Ship Via Assignment
- Set the Branch Tax on the Pick Up / Will Call shipping methods
- Ship Via must be marked as Pick Up
- Tax service won't overwrite a Pick Up shipping method
Disable sales tax automation
You can disable sales tax automation on the tax code or order level.
The sales tax automation will also be overridden if you have a tax code assigned at any of the following levels of an order: customer master, ship to master, ship via, and branch level.
On a tax code
You may want to disable sales tax automation on the tax code level. For example, the government may offer discounted tax rates under certain qualifications, such as Lakewood NJ has UEZ which is less than the NJ State Tax.
- Open the Tax Code in File > Customer > Tax, and then select the Suppress Service Update check box. See Create tax codes.
On a sales order
If you want to manually apply tax rates to an order rather than pulling them from Sales Tax Automation, you can disable the automation.
- On your Sales Order, select the Ovrd check box beside the Tax Code on the Header tab.
eCommerce Setup of Taxable States
By default, all states are taxable. To set up taxable state status individually for eCommerce, see Add or edit states that charge tax
Sometimes tax rates differ within the same zip code; therefore, Inform can recognize taxable jurisdictions on the Zip + 4 Digits level.
If you add the zip + four digits on the Customer or Ship To, Inform will import and apply that specific rate from the Sales Tax Automation tool.
Note that the more Zip+4 you add, the more tax codes you will have.