This article describes how you can use tax jurisdictions to exempt taxes for all line items in a Sales Order. The same procedure can also be used to apply the same tax code to Sales Order line items.
In order to exempt taxes for all line items in a Sales Order, set the Tax parameter for the Jurisdiction to 'EXEMPT' by following these steps:
- Open the Jurisdictions browser by navigating to File > Setup > Accounting > Taxes > Jurisdictions
- Double-click on a Tax jurisdiction to open the Jurisdiction profile.
- Set the Tax parameter for the Jurisdiction to
'EXEMPT'in order to exempt the tax code for all Sales Order items created under this Jurisdiction.
- Save and close the Jurisdiction profile.
Note: The same procedure can be used for applying the same Tax Code for all items in a Sales Order by selecting a default tax code for the jurisdiction in the Tax parameter.
For example, in this screenshot, the default tax code for the 'Florida Out of State Sales' jurisdiction has been set to FL6.00 i.e. 6.000%. This will be applied to all line items in Sales Orders from this jurisdiction.
The same Tax Code or Exemption should be applied when adding line items to Sales Orders in the selected jurisdiction.