So the Epicor help isn’t being very helpful or I’m not finding the right page.
What is the big picture / workflow when it comes to handling sales tax without buying add-on modules…
@Evan_Purdy do you have the education pdf for Tax Engine? That will help you get started.
There are a few tables to setup for the reports to work correctly. Then the fun starts with maintaining the tax rates.
You basically have to setup the tax liabilities to calculate tax for the state/county/city etc and assign customers/shipto/orders/invoice to the correct liability. maintaining this is task, there are some state sites that have a tax list, see if you have any luck downloading a csv.
Product tax categories assign taxability to parts.
Tax exception is handled on the customer usually, I strongly recommend forcing your team to attach tax certs to the customer or shipto records.
Quick note, if you type anything (yes, no, blue, rainbows) in the tax exempt filed, the customer is tax exempt. for some reason the text field is treated as a Boolean.
Hopefully your nexus list is short and not complicated. the tax engine is not difficult, it can be a beast to maintain the rates.
The vast majority of our customers are tax exempt.
Honestly I have no desire to do any of it manually, but if I don’t at least try its going to be to hard to convince the people who are squeezing every last drop of water out of the rocks…
So:
- First we would have to look at all our orders per customer, both the number of orders and the $ amount and check this against each states nexus rules.
- Then we would have to add the tax tables for each state we would have a nexus in.
- And we would have to mark all our tax exempt customers (and store their form somehow…)
- Then we would have to go through every single ship to for all the non-exempt customers and determine what tax liability it has.
- Keep all this information up to date. Every new customer or ship to… How often do we need to check which states we would have a nexus in?
How about shipping charges added after the order? Any gotchas with that?
Can you report on sales tax by product group code easily?