(ID# 1024) Destination Tax users only. This POS option in Options Configuration determines if destination tax is enabled on the system. This feature allows you to assign a tax code to a POS transaction based upon the ship-to customer's zip code.
To import a "zip code to tax code" cross-reference file, go to the Maintain Tax window, click Misc, and select "Create Destination Tax Cross-Reference." Once selected, the information about the file layout and location displays. Note: the import allows only 1 tax code per zip code.
In POS, the tax code defaults in the standard way (it uses the customer's tax code from Customer Maintenance, and if that is blank, it uses the store's tax code), but as soon as you go to posting, the system changes the tax code to the one assigned to the ship-to's zip code. If that zip code is not found in the "zip code to tax code" cross-reference file (or doesn't exist in Maintain Tax [MTX]), then the tax code remains as the default. In addition, when recalling an existing document, if the tax code in the "zip code to tax code" cross-reference is now different, the transaction's tax code is changed to it.
This applies to all transaction types, and applies to both the mini and big headers in POS. If the customer exists in Customer Maintenance, the system assigns the tax code that corresponds to the zip code entered in Customer Maintenance for that customer (unless a different zip code was entered in the big header's Ship-to). If the customer does not exist in Customer Maintenance, and the transaction is for the default cash customer, then the system assigns the tax code that corresponds to the zip code entered in the big header screen's Ship-to field.
Note: This feature is not supported for a sale (or an immediately invoiced order) created for the default cash customer in which the zip code is being entered at the end of the transaction in the Cash Customer Information dialog.