Tax rate logic for invoicing

EPASS Support

07-Mar-2025

Summary: Explanation how how EPASS determines What tax code us used on an invoice. 

Invoice Type

Go to Tools > System Maintenance > Table > Invoice Type. Select whether you want to “Use Terminal Taxes” or “Link Tax to Delivery / Pickup”.

Use Terminal Taxes

1. EPASS will look at the Terminal settings and retrieve the Terminal.Tax2Code.
2. The only override is the Invoice.BillToTaxExempt2Code.

Link Taxes to Schedule / Pickup

1. EPASS will first look for the Tax2Code in the Terminal settings.
2. Once you populate the Ship To (SoldTo) Customer, EPASS will look at the Customer table for the Tax2Code. If it exists, then it will take the Customer.Tax2Code.
3. If you edit the Ship To Address in the Invoice (Invoice.SoldToAddress), EPASS will read the City table based on the Ship To Zip Code (Invoice.SoldToZipCode) to get the Invoice.Tax2Code

Other Logic

1. If you change the Schedule Date -> Pick Up Date, it will use the Terminal.Tax2Code.
2. If you change the Pick Up Date -> Schedule, it will read the Invoice.ShipToCustomerCode to get the Tax2Code from the customer record.
3. If BillToCustomerCode has tax exemption filled in, then that will override.