Sales Tax Systems V7.5

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Overview

SEOM has an internal tax table system where you manually define all of the tax rates for locations in which you collect tax. If you only have to collect tax in a few states or locations with simple tax rules, this system is adequate. If you collect tax in many of the states with complex tax laws, you may be better served by subscribing to a tax service.
Support for external sales tax services was first introduced in the 5.811 beta when support for AvaTax OnDemand, from Avalara, Inc., was introduced. See the link at the bottom of this topic for more information about using a tax service instead of the SEOM tax tables.
SEOM writes a note in an order if a problem is encountered when processing sales tax. If the error occurs during order import, the failure is recorded in the Reasons for Review and the order is not automatically approved.
SEOM calculates sales tax at the following program locations:

Import Orders, Manual Orders, Point of Sale, Multi-Order Processor, Process Orders, and Fill Backorders

Set system parameter SalesTaxSystem equal to Order Manager.
Enter your tax rates in SEOM by going to Main Menu>Settings>Order Functions>SalesTax Rates.

Refer to Knowledge Base article SEOM Tax Calculation for more information as to how SEOM calculates taxes.

Review the Knowledge Base article Sales Tax System Parameters to configure any additional system parameters to reflect your business environment.

The Custom setting for SalesTaxSystem is a placeholder for future use, and should not be used at this time.
The Avalara setting refers to the integration with third-party tax service Avatax On Demand, from Avalara. This is currently the only supported third-party tax service. Refer to the Knowledge Base topic about that integration at the bottom of this page.

Monsoon Stone Edge Tax System Dashboard

Created: 3/13/12

Revised: 5/28/15

Published: 04/14/16