You may have a customer whose default tax jurisdiction is incorrect. The system determines a customer's default tax jurisdiction from the zip code associated with the ship via on their order, but you may have reason to assign the customer to a different tax jurisdiction. You can override this default in the customer record. In addition, you can define the taxable jurisdiction for each exemption. You may need to do this, for example, if the customer is exempt for state taxes, but is not exempt for local or city taxes.
To assign a tax jurisdiction override code to a customer:
From the Maintenance menu, select Customer to display the Customer Maintenance window.
From the Pricing menu, select Sales Tax to display the Sales Tax window.
In the Tax Jurisdiction Override field, select from a list of tax jurisdiction codes. These codes are defined on the Tax Jurisdiction Code Maintenance screen. For more information, see Creating Sales Tax Jurisdiction Codes.
When this field is populated, the selected tax jurisdiction code is used for the customer in place of the default.
For information on using the Line Item Taxability field, refer to Enabling Line Item Taxability for Customers.
If you use Avalara with the Companion product Epicor Tax Connect for Eclipse, refer to Additional Avalara Configuration Settings. You will find information for using the Avalara Usage Type field and the Sync customer data with Avalara check box.
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