RE: Tax Question

The "Tax Suffix" is on your Customer Master record (also on the Customer
Ship-To records).  The "Tax Indicator" is on the Item Master (separate
tax indicator fields for Sales and Purchasing).  The tax calculations
use the combination of both to determine if a line item on an order is
taxable or not.  Does your customer record (or ship-to) currently have a
value in the tax suffix field (on the Billing and Pricing view)?

-----Original Message-----
From: Nandagopal Padmanabhan [mailto:npadmanabhan@xxxxxxxxxxxxxx] 
Sent: Tuesday, April 29, 2003 3:35 PM
To: MAPICS ERP System Discussion
Subject: RE: Tax Question

Vanessa,
We never use the tax suffix field. But I've setup a tax suffix and
called it "EXEMPT'. Now how and where do I setup a rule that says if the
suffix is "EXEMPT", then do not tax the transaction (even if the tax
indicator is T01). 

Thanks for your help.

Regards,
Nandu

-----Original Message-----
From: Vanessa.King@xxxxxxxxxx [mailto:Vanessa.King@xxxxxxxxxx]
Sent: Tuesday, April 29, 2003 12:06 PM
To: MAPICS ERP System Discussion
Subject: Re: Tax Question



Nandu,

Do you use the tax suffix in the ship to master file? Normally the tax
indicator is set to "taxable" for all items that may be taxable to
taxable
customers. You use the tax suffix to show when a customer is taxable or
tax
exempt. This is a very simplistic answer as taxes can get very
complicated,
but I believe this will help you. Then, you will set up a rule that says
if
the customer suffix is "tax exempt", then do not tax the transaction
(even
if the tax indicator is "taxable").

Best regards,
Vanessa

Vanessa T. King

(908) 447-0714 cell


 

                      "Nandagopal

                      Padmanabhan"              To:       "MAPICS ERP
System Discussion" <mapics-l@xxxxxxxxxxxx>                        
                      <npadmanabhan@xxxx        cc:

                      as-awt.com>               Subject:  Tax Question

                      Sent by:

                      mapics-l-bounces@x

                      idrange.com

 

 

                      04/29/2003 02:46

                      PM

                      Please respond to

                      MAPICS ERP System

                      Discussion

 

 





Hello Group,
If a particular customer is exempt from ALL taxes, how is this set-up in
MAPICS? Let me explain my situation:

We have tax rules setup for the city, county and state that appear in
this
customer's ship-to id. To exempt this customer from ALL taxes, we can
manually set the tax indicator to T00 (not taxable) on the CO for all
items
that we add and this way anything that is sold to the customer is not
taxed. Is there a way I can get the tax indicator to default to T00 for
this customer? It currently defaults to T01 (taxable). Or is there any
other way to accomplish this?

Regards,
Nandu

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