Set Sales Tax Interface Options

Before setting Sales Tax Interface Options, review Running PowerShift with the Sales Tax Interface On.

Select Sales Tax Interface in System Options Maintenance (XM) to set these options for your enterprise:

Field Name

Type / Max Length

Action / Description

Tax interface active?

Optional

Select if you want to activate sales tax interface or leave blank if you do not.

Tax software

Conditional

Select a tax software package.

Tax admin user

Optional

Select a user ID to receive email messages pertaining to the sales tax interface.

Notification device

Conditional

Select the email device to be used for notifications about the tax interface.

Account/User name

Conditional

Enter your account or user name as set up in the tax software package. The name must match the credentials created on the processor’s database.

Account password/license

Conditional

Enter the account password or license as set up in the tax software package. The password/license must match the credentials created on the processor’s database.

Company code

Conditional

Enter your company name as set up in the tax software package for your account. The name must match the credentials created on the processor’s database.

Note
If you have multiple companies set up in the tax processing database, the sales branch can be used to determine the company to which the tax is applied. Tax company code is set by branch in Branch Maintenance; this value is the default when it is not set at the branch level.
Timeout (ms) Optional Enter the number of milliseconds to wait for a response from the tax software. Enter 0 use the Java default http(s) connection timeout (recommended). If a response it not received within this time frame, the request is aborted.
No of days to retain logs Optional Enter the number of days to retain files saved for interface transactions. These files may be used to obtain information on data sent/received and additional error reporting for debugging purposes.
Address validation active? Optional Select to activate the address validation feature in the tax interface. If you select this option, address changes are sent for validation/normalization and may be updated using the returned address.   To activate address validation, you must also select Address validation active? in Address Validation Interface options.
Default code: taxable goods Optional Enter the tax code, from the tax software setup, to use as a default for taxable items. If the item's External tax code (maintained in Enterprise Item Maintenance) is not set, this code is sent to the tax software.   Note
Tax codes/rules set up the in the tax software override what is sent from PowerShift.
Default code: non-taxable Optional Enter the tax code, from the tax software setup, to use as a default for non-taxable items. If the item's External tax code (maintained in Enterprise Item Maintenance) is not set, this code is sent to the tax software.   Note
Tax codes/rules set up the in the tax software override what is sent from PowerShift.
Default code: service items Optional Enter the tax code, from the tax software setup, to use as a default for service (order code 3) items. If the item's External tax code (maintained in Enterprise Item Maintenance) is not set, this code is sent to the tax software.   Note
Tax codes/rules set up the in the tax software override what is sent from PowerShift.
Default code: freight Optional Enter the tax code, from the tax software setup, to use as a default for freight charges.   Note
Tax codes/rules set up the in the tax software override what is sent from PowerShift.

  1. Choose the appropriate options:

To

Do This

Change an option

 Click the desired field and make the change.

Save changes and leave the screen displayed

Click Apply.

Exit without changing these options

Click Cancel.

Print these options

Click Print. See Print an Inquiry.

Test the link between the tax software URL and client credentials

Click Test. The test sends an address for validation and displays the results. Successful address validation indicates that the link is set up correctly.

Accept these options and exit

Click OK.
  1. Choose the appropriate options when you click OK or Cancel:

To

Do This

Display a category of options

Highlight the line and click Select or double-click the line.

Exit the program

Click Exit.