To assign taxes to a location

Article • 7/6/2023 • 2 min read

Setting up tax classifications on location can be done with the use of the “auto create” function on the Default Tax Classifications, or by manual selection:

Auto create tax set up on Locations

  1. Select the Search icon alt text, enter Locations, and then choose the related link.
  2. Open the location card for a location that will be eligible for taxes.
  3. In the Default Tax Classification field, select a code for the relevant tax for the customer.
  4. Tax references can be filled in for reporting purposes.
  5. The fields Excise Type, Shipment Bin Code (Bonded) and Receive Bin Code (Bonded) are only editable for locations with mandatory bins.

Manually create tax set up on Locations

  1. Select the Search icon alt text, enter Locations, and then choose the related link.
  2. Open the relevant location card, and then choose the Tax action.
  3. Fill in the fields on the lines as necessary. Hover over a field to read a short description.
  4. Choose the Tax Classifications action.
  5. Fill in the fields on the lines as necessary. Hover over a field to read a short description.
  6. On the location card, tax references can be filled in for reporting purposes. The fields Excise Type, Shipment Bin Code (Bonded) and Receive Bin Code (Bonded) are only editable for locations with mandatory bins.

See also

Design Details: Use “Mixed” Excise Locations to steer Bin Selection and Tax Calculations in Advanced Warehouse Management