Maintain Item Code Tax Mapping - how to get a new sales tax class/tax code ID to select? - SAGE 500 ERP 2013

SOLVED

I need to map a sales tax class to an inventory item in "maintain item code tax mapping". We use Avalara and if I don't map, the sales tax class is blank when it communicates with Avalara.

I can create a new sales tax class in common information/maintenance/maintain sales tax/maintain tax classes.  I can assign the new sales tax class to the inventory item code in inventory management / maintenance / maintain items in the sales tax class field  of the inventory item.

But when I go to Common Information / Maintain Item Code Tax Mapping, and selected the item ID to map, the list of options for sales tax class (called Tax Code ID here) lists all of them but not the new one I created described above.  

Does anyone know how I can get the sales tax class (or Tax  Code ID) as an option to select and map in "Maintain Item Tax Code Mapping?

Thanks!

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  • 0

    I believe the task you are referring to is actually an Avalara screen, called "Maintain Item Code Mapping". It is available under the Standard menu, in the Avalara module; you may have also added it under the Common Information module. In the Avalara module, there's a task called "Maintain Item Tax Codes", which is the task where you need to enter the tax code from Avalara's perspective, so it is aware of the code you added. You probably also have to add this code to the Avalara AvaTax website as a code, so that it matches what is in 500 and gets the tax behavior you want (taxable, non-taxable for example).

    Darrick

  • 0 in reply to Darrick

    Hi Darrick!  THANK YOU!   The Maintain Item Tax Code Mapping I am referring to is indeed in Sage under Common Information and now it makes sense that is the Avalara task but added to Sage.  The task may have been set up in Sage in order to map within Avalara to have the Avalara tax code mapped to the item before it gets to Avalara.  If I start using a new Avalara tax code, I can map it to the item in Avalara and it works, but I was hoping to be consistent and map within Sage 500.  But if it's a new (never used in my system before) Avalara tax code I am using, I can create it in Sage, add it to the inventory record in Sage, but it won't show as selectable in this mapping task in Sage.  I have attached a screen shot.  In this example, Item 20018 is mapped to tax code PB100000.  If I change it to something else, an Avalara tax code never used before, I can't get it to be in this database to select.  I then just go to Avalara and set it up there.  But, do you know how I can get the tax code into this search as an option even after I have set it up as a tax class already?Maintain item code tax mapping Sage screen shot.docx

  • 0 in reply to Alison Lange

    Alison -

    That lookup is launched from the task Maintain Item Tax Codes.  It is the screen immediately above the lookup in the blog.  You add them in this task.  I have included a screen capture of this here:

    Once you add them here, they will be available to link to items in the task Maintain Item Tax Code Mapping.

    Russ

  • 0 in reply to RussG

    AHHHH!!  Well, this is why I feel like I am losing my mind. I can't seem to find this task in my Sage 500.  It is either hidden or never added.  The Maintain Tax Classes is where all the Product Tax Codes are and I can add new product tax codes here but they do not flow to the maintain item tax codes mapping.

    The Maintain Tax Codes are sales tax codes for local  and not related to the product tax codes at all.

    Could it be that I just don't have this Maintain Item Tax Codes task within Sage 500?  I have 2013 version.

  • 0 in reply to Alison Lange
    verified answer

    Correct, once you start using AvaTax for Sage 500 ERP, the standard Tax Classes are not used in the tax calculation.

    The task you don't see is likely there, you probably just don't have it on your menu.  If you know how to add a new task to your menu, below shows the one you need to add.

  • 0 in reply to RussG

    Thank you again.  I appreciate knowing about you and your firm in case of future engagements!  I can't find this task anywhere in my system, or the Avalara folder.  I wonder if it's because I have an old version of SAGE 500 - 2013.  It's so frustrating to finally be so close yet still can't find that task!!!  Thank you for taking the time to help me!

  • 0 in reply to Alison Lange
    SUGGESTED

    You're welcome.  I would assume the task is there, we have been working with Avalara since version 7.4 and I have never had an issue using these tasks.  I do know that I typically have to add all of the tasks to my menu manually. 

  • 0 in reply to RussG

    That it encouraging.  I will need to figure out how to find the task and add it manually to my menu.  THANKS!

  • 0 in reply to Alison Lange

    Alison -

    If you have permission to edit your menu, you do the following:

    Then add this task:

  • 0 in reply to RussG

    THANK YOU!  I don't have an Avalara Folder oddly.  Do you think it is an access issue?  I have 7.40.6.0 

  • 0 in reply to Alison Lange

    As noted before, I added mine manually.  If you have permission to edit your menu you can as well.  The screen shots above show how to add the task you are missing.

  • 0 in reply to RussG

    I will look into my permissions.  Thank you for your patience.  I am a darn good tax expert - systems not so much Slight smile

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