Feature - Report Nontaxable Documents to Avalara
Version: 8.6 and Above
This feature allows the user to choose if non-taxable orders are processed through Avalara for tax calculations. A new option is available in Global Setup-> Add-ons-> Avalara Sales Tax Interface-> 15. Report Nontaxable Orders Default.
Report Nontaxable Orders Default - Default is Y. If set to Y, nontaxable orders will by default be submitted to Avalara for tracking. If set to N, nontaxable orders by default will not be submitted to Avalara for tracking. The Report Nontaxable to Avalara option in State Tax File Maintenance can override this default if a particular state should always or never submit documents to Avalara for processing.
See https://support.elliott.com/knowledgebase/articles/1990300-avalara-setup-procedures-elliott-configuration for more information regarding Avalara Global Setup.
Accounts Receivable-> Maintenance-> State Table File also has the option to either use or override the Global Setup default.
8. Report Nontaxable to Avalara? - Valid options are Y=Always Report, N=Never Report, and Blank=Use Global Setup Default. Default is blank.
This information is printing on the State Table List.
Note: If the field is blank, the report will show the default for the state based on Avalara Global Setup.
If the state is configured to not submit documents to Avalara for processing either through the Global Setup default or through the State Table file setup, Avalara will not be called to compute taxes for non-taxable orders. Taxability is determined on a hierarchical level starting with the order ship-to. If the order has a ship-to designated and the ship-to is non-taxable, then the order is considered non-taxable. If no ship-to number is present on the order and the customer is non-taxable, then the order is considered non-taxable. This non-taxable status can be overridden by manually adding the _USECODE attribute of "TAXABLE" to the order. If this attribute is present, the order is considered taxable.
See https://support.elliott.com/knowledgebase/articles/1994317-avalara-state-file-maintenance for more information regarding State Table File Maintenance.
This change affects the following applications:
Order Billing Screen
Picking Tickets
Invoice Printing
Post Invoices to Accounts Receivable
Programs Modified: STATEFIL.FD, NSCTLFIL.FD, NSCTLFIL.W39, AR0120, AR0120P1, AVACALC.PL, AVALARA.WS, CP0112, CP02P1, CP02P1.PL, CPPICPRT, CPPICPRT.PL. CP0305, NSCTLINI, NSCTLMNV, CPINVPRT.PL, CPINVPRH, CPINVPRP, CPINVPRT
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