Welcome! Sales Tax Presenter: Robert Goldman
Sales Tax Major Topics To Be Covered In This Presentation • Sales Tax Priority Logic • Tax Holidays • Tax Tables for Certain States • Reporting • Celerant Tax Connect
Sales Tax Tax Calc Priority
Tax Calc Priority Tax Calculation Priority • Tax recalculated each time item is added/modified on POS and Sales Order • Follows priority logic, stopping on first applicable: • Ship tax code • Style-level tax code • Dept-level tax code • Store-default (“ALL”) tax code • If applicable, Tax Connect (Avatax) kicks in on “Pay”
Tax Calc Priority Tax Calc Priority Ship Tax Codes
Tax Calc Priority Ship Tax Codes • If performing any shipping of receipts or sales order • Set up ship tax codes for each unique scenario • Set up “zero” ship tax codes for each state with no nexus • Ship Tax Codes take first priority over other tax levels • Only apply if a shipping address on the sale
Tax Calc Priority Ship Tax Codes
Tax Calc Priority Ship Tax Codes – Priority Logic • Dept, Type and Zip match • Dept and Zip match • Dept “ALL” and Zip match • Dept, Type and State match • Dept and State match • Dept “ALL” and State match
Tax Calc Priority Tax Calc Priority Style-Level Tax Codes
Tax Calc Priority Style-Level Tax Codes • Predefine special tax codes • For styles that cannot use store or dept-level rates • Each store defined with unique tax rates within a code • Assign Tax Code to appropriate styles • Can assign in Style Detail or Change Style Attributes • Can use “Auto Pricing” to auto set tax code for new styles
Tax Calc Priority Style-Level Tax Codes
Tax Calc Priority Tax Calc Priority Dept. and Store Levels
Tax Calc Priority Department Level Tax • Define tax rates at the department level for a store • Only for Deptsthat do not adhere to store’s default rates
Tax Calc Priority Default Store Tax • Rate applied if not other specific rate applied • Always set default rate for each store, even if 0% • This is set up by selecting “ALL” as department
Tax Calc Priority Dept and Store-Level Tax Rates
Tax Holidays Tax Holidays
Tax Holidays Tax Holidays • Define special tax rates during certain periods • Used for “no-tax weeks”, back-to-school tax holidays, etc. • Set up tax holidays far in advance • Automatically take effect on designated start date • Automatically “turn-off” after designated end date
Tax Holidays Tax Holidays
Topic Header Tax Holidays - Setup • Select stores and departments affected by tax holiday • Define effective date range • Set up tax holidays far in advance • Automatically take effect on designated start date • Automatically “turn-off” after designated end date • Flag a tax holiday to override style-level tax codes - New
Section Header Tax Tables
Tax Tables Tax Tables • Some states prefer tax calculation by table • Known states include Florida and Maryland • Tax tables provided by state tax depts on their Web sites • Tables define sales tax to be applied for each price range
Tax Tables Tax Tables
Tax Tables Tax Tables - Setup • Go to Settings, Options, Taxes, Tax Codes, Tax Tables • Assign a name and a tax rate to each table • Rate defined on tax table is just for reference • Enter price ranges and tax based upon state’s tax table • Enter the “base” price ranges – usually up to $1 or $2 • Assign Tax Tables everywhere tax rates can be defined
Tax Reports Sales Tax Reports
Tax Reports Standard Sales Tax Reports • Print report as summary or detail • Summary report grouped Store, Tax Rate, Category • One detail report grouped by Store, Category, Tax Rate • Another detail report grouped by Tax Rate, Date • Build your own detail or summary reports with Report Designer
Tax Reports How is the Category Generated? • If receipt has tax-exempt reason then store’s state + that reason • If customer is tax-exempt then store’s state + “EXEMPT” • If shipping address on the receipt then that address’ state • If style-level tax-code for the item then store’s state + that tax code’s name • If dept-level tax for the item then store’s state + dept • Store’s state
Tax Reports Additional Reports • Receipt Tax Summary • Displays each Receipt matching criteria • Receipt with Total values including Tax and Rate • Tax Exempt Reason if applicable • Sales Returns Summary • Summarizes Totals for matching criteria • Grouped by tax rate and Sales vs. Returns
Tax Reports Tax Connect
Tax Connect Celerant Tax Connect • Uses Avalara’sAvatax • Store settings to specify Avataxsettings • Assign Avatax codes to styles • Integrated with POS, Web and Sales Order transactions
