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Taxes page:

Used to define tax districts that your organization is required to collect sales tax for, when shipping orders to customers located in the tax district.  When customers place orders for taxable items, PORTALPRODIGY searches the Tax table for a match to the State and County that the Customer’s order is to be shipped to.  PORTALPRODIGY contains a cross referenced table of Zip Codes and Counties.  PORTALPRODIGY uses this table to determine the Customer’s county based on their Ship To Zip Code.  You should create one record for each State that you are required to collect sales tax for.  When creating a State record, leave County empty.  It is only necessary to input tax rates for Counties that have a different rate than the rate entered into the State record, because when PORTALPRODIGY does not find the County it will apply the State rate.

 

 

  • Tax Rate:  used to enter the sales tax rate to charge customers whose Shipping Address is located in the specified State and County.
  • State:  select a State from the drop down list box.  Once a State is selected, the page will refresh to fill the County list box.
  • County:  select a county from the drop down list box.  Leave blank to create rate for State.
  • Active:  by default this value is set to “Yes”, which means the record is active and available for use.  To deactivate a record, set it to “No”.   Deactivating a record is a logical form of deletion.  It is used to remove the record from future use, yet maintain the relationship with existing data.  Reports by default only include active records; however, there is a reporting option that allows inclusion of deactivated records.

 


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