Use The Power of TaxCloud with CCS

Use The Power of TaxCloud with Ability OMS

TaxCloud Set Up

  1. Set up your Physical Warehouse Address in Warehouse Maintenance. This lets TaxCloud know your taxing jurisdiction.
  2. In the List Maintenance section of Ability OMS, there is a “Tax Service Provider” setting. This setting allows you to determine the Tax Provider for each country. There are two options from which to selection, None or TaxCloud.
    1. Selection “None”. When None is selected, the order will be taxed at the Order Level using Ability OMS Tax Logic.
    2. Selection “TaxCloud”. When TaxCloud is selected, the order will be taxed at the Line-Item Level using the TaxCloud API. Two conditions apply for this selection.
      1. Client must supply their TaxCloud API Login ID, API Key and API URL when TaxCloud is selected.
      2. TaxCloud is currently only available for the U.S.
  3. The Maintain Product Groups section of Ability OMS must be updated with a TIC (Taxability Information Code) for each product group. This is required to determine the tax rate for each line item.
  4. If an item in a specific product group required a unique TIC (Taxability Information Code), separate from the product group it is assigned, in Inventory Maintenance under the Shipping and Tax Tab a unique TIC can be assigned to just that product.
    1. All Products will take their Product Groups TIC by default.
  5. In Division Maintenance / Tax Service / Shipping TIC Setting must be selected. This field is a dropdown and the options are 11010 or 11000.
    1. If your system charges customers for shipping based upon the actual cost incurred by the seller (as can be evidenced by shipper invoice), then the correct TIC is 11010.
    2. If your system "pads" the actual shipping cost, or uses "flat rate" shipping charges (regardless of actual cost), then the correct TIC is 11000 (Shipping and Handling).
  6. In Division Maintenance / Configurations there is a setting called "Calculate Taxes for Order import". Available options are Yes/No. The Default is Yes. This setting determines if Orders being Imported (Not from SmartSite and not Amazon) should have the Tax calculated in Ability OMS or not.
  7. TaxCloud requires any Customers with Tax Exempt status to be validated and approved through TaxCloud. To help facilitate this we added functionality to the Accounting Tab of Customer Maintenance. A new button to add Tax Exempt details now exists only when TaxCloud is activated. When you select this a pop up will appear asking you to fill out the following details: Purchaser Name, Purchaser Address, Tax ID (Federal Employer Identification Number or Social Security Number), Type of business, Reason for exemption and Affected states (With reason and state exemption number.
    1. Note: When using TaxCloud it is not enough to simply enter information in the Tax Exempt field in Ability OMS. We must complete the required information for each Tax Exempt Customer.

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