Creating flex tax rules of the 'Tax locale' method needed to support additional tax rules for Tax by Destination
It may be necessary to create 'Tax locale' flex tax rules to support additional tax rules, such as zero tax on delivered bottled beverages. First, create a 'Tax locale' flex tax rule in which the 'Chain to if fails' is the 'Always' flex tax rule of your store location. Second, create the other 'Tax locale' flex tax rules. In the scenario, it is necessary to create two 'Tax locale' flex tax rules to support zero tax on bottled beverages.
To create a 'Tax locale' flex tax rule for each additional tax rule you need to support wherein the 'Chain to if fails' is the 'Always' flex tax rule for the store location:
- With QS or TS selected in the product panel, select Maintenance > Taxes > Flex Tax Rule.
- Click the New drop-down arrow, select Primary as the tax type, and click OK.
- Accept the system assigned number or click the Ellipsis (...) button to choose your own number.
- Type a name for the flex tax rule. In the scenario, the name is 'TL BD 76039,' to identify the rule as 'Tax locale Bottled Delivery 76039.'
- Type a description to help identify this flex tax rule, for ease in identification.
- Select Tax locale from the 'Method' drop-down list.
- Select a tax locale from the 'Apply to if tax locale is' drop-down list. In the scenario, tax locale is '76039.'
- Select the 'Always' flex tax rule that corresponds to additional tax rule in the 'Chain to if successful' drop-down list. In the scenario, this is 'A BottledDel.'
- Select the 'Always' flex tax rule for your store location from the 'Chain to if fails' drop-down list. In the scenario, this is 'A 76155.'
- Click Save.
To create a 'tax locale' flex tax rule for each additional rule for each locale for which you are subject to tax by destination:
- While still in the Flex Tax Rule function, click the New drop-down arrow, select Primary as the tax type, and click OK.
- Accept the system assigned number or click the Ellipsis (...) button to choose your own number.
- Type a name for the flex tax rule. In the scenario, the name is 'TL BD 76021,' to identify the rule as 'Tax locale Bottled Delivery 76021.'
- Type a description to help identify this flex tax rule, for ease in identification.
- Select Tax locale from the 'Method' drop-down list.
- Select a tax locale from the 'Apply to if tax locale is' drop-down list. In the scenario, this is '76021.'
- Select the 'Always' flex tax rule that corresponds to additional tax rule in the 'Chain to if successful' drop-down list. In the scenario, this is 'A BottledDel.'
- Select a 'tax locale' flex tax rule from the 'Chain to if fails' drop-down list. In the scenario, this is 'TL BD 76039.'
- Click Save.