Basic Sales Tax Management in 10X ERP

Managing Sales Tax in 10X ERP

This guide covers setting up and managing sales tax in 10X ERP, including tax codes, customer and item tax settings, and overriding tax rates on sales orders. The system calculates tax based on transaction location, with optional integration with TaxJar for automated tax calculations.

Setting Up Sales Tax

• NAVIGATE to Admin > Sales Tax to set up tax codes and jurisdictions (state, county, city, district).
• ASSIGN tax codes based on customer locations to ensure correct tax calculations.
• OPTIONAL - ENABLE TaxJar integration for automated tax rate determination (if applicable).

Customer and Item Tax Settings

• SET a customer as Taxable or Non-Taxable in their customer profile.
• OPTIONALLY ENTER a Tax Exempt Code or Tax ID for exempt customers.
• DEFINE whether an Item is Taxable in the item’s settings under Main.
• DETERMINE default taxability for products, with customer settings overriding item defaults when applicable.

Sales Order Tax Calculations

• REVIEW tax calculations by clicking the hyperlinked tax amount in a sales order.
• SEE breakdown of state, county, and district tax amounts.
• OVERRIDE tax rates (if permissions allow) by selecting Manual Tax Rate:
  • MODIFY tax rate per line item or for the entire order.
  • CHANGES appear in red to indicate manual overrides.