In ProcureDesk, you can define specific tax codes for Avalara to use when calculating taxes. These tax codes can be set at various levels: item, category, and supplier. Here’s how to configure each one:
Tax Code Assignment Sequence
The sequence in which ProcureDesk assigns tax codes is as follows:
Item Level: The tax code set at the item level takes precedence.
Category Level: If no item-level tax code is set, the system looks at the category level.
Supplier Level: If neither item nor category tax codes are set, the supplier-level tax code is used.
Default Tax Code: If no other tax codes are defined, the default tax code is applied.
Step 1: Setting the Default Tax Code
Default Tax Code: This is the catch-all tax code that Avalara will use if no specific tax code is set at the item, category, or supplier level. You can configure this in the main Avalara settings under the Avalara tab in Company Settings.
Step 2: Setting Tax Codes at the Item Level
Navigate to the Catalog:
Click on Catalog from the left-hand menu.
Open the Specific Catalog:
Select the catalog that contains the item you want to assign a tax code to.
Edit the Line Item:
Click on the line item to open its details.
Assign the Avalara Tax Code:
Under Other Details, find the dropdown labeled Avalara Tax Code.
Select the appropriate tax code from the list populated by Avalara.
Step 3: Setting Tax Codes at the Supplier Level
Go to the Supplier Section:
Click on Suppliers from the left-hand menu.
Select the Supplier:
Open the supplier profile by clicking on the supplier number.
Edit the Supplier:
Click on Edit Supplier under the Other Details tab.
Assign the Avalara Tax Code:
In the dropdown labeled Avalara Tax Code, select the tax code you wish to assign to this supplier.
Step 4: Setting Tax Codes at the Category Level
Log in as an Admin:
Admin access is required for this step.
Go to Configurations:
Click on Configurations from the left-hand menu.
Navigate to Master Data:
In the middle section, find and click on Manage Categories under Master Data.
Edit the Category:
From the list of categories, find the one you want to assign a tax code to and click the Edit icon (pencil icon).
Assign the Avalara Tax Code:
In the pop-up window, select the tax code from the Avalara Tax Code dropdown.
Click Update Category to save your changes.
Conclusion
By following these steps, you can effectively assign and manage tax codes at various levels within ProcureDesk, ensuring that Avalara accurately calculates taxes based on your specific needs.