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ID726 - Invoice for No Tax State, Overview and Sample

To send an alert when an invoice is generated in a state which you do not collect taxes so it could be corrected quickly before being physically sent out (or emailed by eAgent). Ideally you would catch this at customer setup time, (see also ID726 Alert for New Customers created - https://support.ceojuice.com/hc/en-us/articles/115005020503-ID139-Report-of-New-Customer-Accounts-created-in-last-24-hours-Overview-Sample)  but it's important not to inadvertently provide grounds for states to declare tax nexus for you. It fires off of Location State and if none, then Bill To State. Variable W lists the states that are OK for taxing and the alert should happen for anything not in the list. The Creator is the person generating the invoice.

ID726_Sales_Tax_Alert.jpg

 

Variables available are:

Variable X (BranchNumbers)

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