Open topic with navigation
Sales Tax Jurisdictions
Make the following menu selections to display this page:
eFinancials (or ePO)—Setup—Global Setup—Sales Tax
Jurisdictions
Use this page to set up Sales Tax Jurisdictions, which
are used to set up Sales Tax Codes.
Note
Sales Tax / Use Tax for a Jurisdiction cannot be modified
if the GL account associated with it has transactions related to it.
Also validation for Sales Tax and Use Tax GL Accounts
for Jurisdictions ensures that Sales Tax and Use Tax are not used in more
than one Jurisdiction.
Fields Lists
Grid Fields
Note
You can click a column title to sort the
grid.
Or, click the 
in a column to filter the grid by that column.
Add Sales Tax Jurisdiction button
Click the button to add a new Sales Tax Jurisdiction.
Refer to the Add instructions later in this topic for details.
Sales Tax Jurisdiction
The Sales Tax Jurisdiction identification. Click
the link to view or edit Sales
Tax Jurisdiction details.
Refer to the Edit instructions later in this topic
for details.
State
The state you are setting up the Sales Tax Jurisdiction
for.
Type
The type of jurisdiction for the Sales Tax Jurisdiction
(for example, State, County, Local).
Delete 
Use the Delete button
to delete a Sales Tax Jurisdiction. Refer to the Delete instructions later
in this topic for details.
Add/Edit Sales Tax Jurisdiction Fields
A red dot 
indicates a required field or
selection.
Jurisdiction
An identification label for the Jurisdiction (for
example, NY 2). This ID appears on lists and in reports.
State
Click the drop-down arrow and select the state
you are setting up the Jurisdiction for. The state appears on lists and
in reports.
Type
Click the drop-down arrow and select the type
of tax. Options include State (default), County, City, Local, School.
Description
The user-defined description for the Jurisdiction
(for example, NY State sales tax). The description appears on lists and
in reports.
Tax ID
The tax ID number associated with the Jurisdiction
(for example: 55-1234567).
Tax %
The tax rate expressed as a percentage. Enter
as a whole number with up to four decimal places.
Maximum tax limit
The maximum tax limit per transaction.
The system calculates sales tax on a purchase
up to the amount specified as the maximum. For example, for a tax rate
of 7% with a Maximum tax limit of $750, the system calculates tax in the
normal way for any single transaction up to $750, or $52.50 in tax. The
tax for a single transaction over the $750 limit is always $52.50 because
it is calculated using the Maximum tax limit rather than the actual transaction
amount.
If there is no limit, enter 0.00.
Calculate tax for
Select the Cost Types to calculate tax for. Cost
types that can be selected are Administrative, Equipment, Labor Material,
Other, Subcontractor. Default is that all Cost Types are selected.
Cost Types are
set up in Job Cost setup.
Save
Click to save changes.
Procedures
To Add a Jurisdiction
- Select Setup—Global Setup—Sales Tax
Jurisdictions. The Sales Tax Jurisdiction grid appears.
- Click Add
Sales Tax Jurisdiction. The
Add Sales Tax Jurisdiction form appears.
- Use the Fields list
to complete the form.
- Click Save.
To Edit a Jurisdiction
- Select Setup—Global Setup—Sales Tax
Jurisdictions. The Sales Tax Jurisdiction grid appears.
- Select the link in the Sales Tax Jurisdiction column
for the code you want to edit. The Edit Sales Tax Jurisdiction form appears.
- Use the Fields list
to complete the form.
- Click Save.
To Delete a Sales Jurisdiction
- Select Setup—Global Setup—Sales Tax
Jurisdictions. The Sales Tax Jurisdiction grid appears.
- Click the Delete
icon for the Sales Tax Jurisdiction you want to delete.
A confirmation message appears.
- Click Confirm Delete. The Sales Tax Jurisdiction setup
page appears again.
Additional Information
Effect of Permissions
Permissions must be set in the System module to access
all Sales Tax Codes setup activities.
System module—Security—Users—eFinancials—Setup—Global
Setup—Sales Tax Jurisdictions
Sales Tax Jurisdictions setup has separate permissions
for Add, Edit, Delete, and View.
Setup Details
Jurisdiction
Codes should be set up for states prior to creating Sales Tax Codes
for the states.
General ledger liability accounts for Sales Tax and Use
Tax should be set up prior to creating Sales Tax Codes, using the following
tabs:
See Also
Grid
Footer Pagination Controls
Setup
Introduction
eFinancials
Setup Introduction
ePO Introduction