Alert to notify when an invoice is created for a state where you do not collect tax.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert is designed to notify you when an invoice is generated for a state where your company does not collect sales tax, allowing you to correct it before the invoice is physically mailed or emailed via e-agent. While it's best to catch these issues during customer setup, this alert acts as a safeguard to help prevent unintentionally creating tax nexus in states where you shouldn't be collecting tax.
The alert checks the 'Location State' on the invoice, and if that's not available, it uses the 'Bill to State'. It compares this state against a predefined list in Variable W of states where tax collection is permitted. If the state is not on that list, the alert is triggered.
Run Schedule: Every 10 minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: States OK for Taxing - List the states that are ok for tax generation on invoices.
Variable X: Branch numbers - List the branch numbers for the alert to trigger on, separating multiple branches with commas. Leave blank to trigger on all branches.
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Alert Functionality
Alert Functionality
1. The alert logic checks the Ship To state (1) and the Bill To State (2) on newly created invoices, and if the state listed on the invoice is NOT a state listed in Variable W will trigger the alert:
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Best Practices & Tips
Best Practices & Tips
1. See our post here with tips on tax collection.
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Related Alerts
Related Alerts
ID139 - Report of New Customers Created
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