Manufacturing, Distribution, and Internet Applications

[tknowles]

We are wholesaler and ship to most states and in almost all cases we do not charge sales tax on items sold but there are some times when we do sell direct and need to charge sales tax. We have MAS500 version 7.4 and the only way to make the sales tax work is by making the customer and item purchased  taxable. However, this does not work for us as I said earlier since most times items sold are always non-taxable. We just want to be able to charge sales tax by customer and not by item. Is there anyone having a similar issue and is there a solution or work around?

[JohnHanrahan]

You can always create a misc. item called 'SalesTax' and add that to your sales orders/invoices.  That's pretty common as it's easy to report on and you can post it to a SalesTax gl account.

John

[snolte]

We have it setup that all items are taxable (since the item on its own is taxable), then the customer is setup with either a taxable or non-taxable sales tax schedule.  The warehouse is also setup with a tax code if I recall correctly, since if the FOB shows as origin, they are subject to whatever taxes are local to you (at least in Canada it is like this for GST/HST).  As long as the tax point on the FOB on their orders is the destination and the customer is setup correctly it should calculate automatically.  We ship worldwide and all our foreign sales are non-taxable (and this doesn't require manual override).

Hope that helps some!

Sarah

[DGill]

We are a wholesaler as well but only deal with a handful of states.  Same as Sarah, we set up the items as taxable but also all customer addresses are assigned to a tax schedule (we adopted 1 schedule per state except for some states that have tax rates differing by county; each schedule is associated to 1 tax code although you could do that differently if it made sense for your company).  For those customers that have provided us with a copy of their sales tax exemption for that state (we are required to get exemption certificates by our taxing authority), we enter the exemption number against their tax schedule.  The presence of this exemption number against a specific sales tax code will exempt that customer from that sales tax as part of the SO processing.  We do have some customizations in this area but that is mostly for handling job site specific tax exemptions that are common with some contractors we service.