The Tax Module allows you to easily view tax data submitted by services directly from LOCATE. Once tax data is recorded in LOCATE, it can be viewed and sorted here.
- From the Main Menu navigate to Accounting > Tax
What is the part taxability for my state?
What tax codes are exempt for my state?
What tax code should I use for my parts?
Why do I need a Tax Platform connected to LOCATE?
Why is LOCATE charging me for Taxify Filing Services?
Can I use different tax platforms for different countries?
Can I still file my taxes with information from my Accounting Platform?
Why are taxes calculated base on our local sales tax, not based on the address of the customer?
List Detail – The landing page for the Tax module and where to access all existing tax calculation information
|Field Name||Field Description||Field Options||Field Notes|
|Created At||The date the order was created|
|Order Number||The order number||Hyperlinked to take the user directly to the record. Or the user can click the “eye” icon next to an order number, to open a popover that displays additional information about the order.|
|Total Tax||The total estimated tax on the order|
|Estimate||Indicates if that tax record is the details of an estimated tax request or a final tax request||Yes|
|Every order has 2 requests once up front to estimate the tax due (those have estimate = yes) and a second time to report the final tax situation based on how the fulfillment occurred (those are estimate = no).|
|Tax Lines||Manage list icon that once clicked will display a list of the individual order line details|
|Status||Tax estimation status on order||Not Started|
|If status is ‘Failed’ or ‘Cancelled’, the reason will be populated in the Service Message field.|
|Service||The tax service set up to calculate taxes for the company||Complete|
|LOCATE currently integrates with Taxify and TaxJar for sales tax calculation. Tax services are only required if your business collects sales tax.|
|Updated At||The date the order was most recently modified|
|Origin Address||Where the order originated from||This field indicates where the order was fulfilled|
|Destination Address||Where the order was sent to||If the order is set to ‘Will Call’, this field will populate with the address of the order’s fulfillment site|
|Service Message||Indicates issues with the tax estimate from the Service||This field will only populate when the status is ‘Cancelled’ or ‘Failed’|
|Communication Log||Used when Taxify/TaxJar are debugging tax calculations inside LOCATE||There is a setting that enables detailed logging that when switched on will populate this field with low level API communication data|