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Customer Tax Estimation / Calculation

Customer Tax Estimation / Calculation. Customer Tax Estimation/Calculation overview. Globals/Corporate/Enterprise/SMB. US Fusion. AP. EMEA. US Vista. LAR. CA. Global. New feature / Enhancement

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Customer Tax Estimation / Calculation

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  1. Customer Tax Estimation / Calculation

  2. Customer Tax Estimation/Calculation overview Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • New feature / Enhancement • Customers may now view itemized sales tax per Line Item, Config ID or eComCat Bundle ID, in addition to the summary tax amount for the order • If estimated tax is shown for individual line items, it is shown for shipping and handling charges as well • Estimated tax calculations on eCC bundles for a quote, PR or PO will change to more closely match the tax listed on the invoice • Roles impacted: • Org Admins / eBC Admins • Purchasers / Requesters / Empowered Requesters / Managers • CCA Agents

  3. Customer Tax Estimation/Calculation benefits Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • HP benefits • More consistency between storefront display of estimated tax and sales tax on invoices • Fewer customer support calls • Customer benefits • More accurate and specific tax estimation • Allows customers to reconcile invoice with storefront purchase order

  4. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • Past • If enabled for account, estimated tax displayed on a single summary line (order level) for quotes, PRs and POs

  5. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • Past • CCA agents click the “TAX” button to display estimated sales tax at order level

  6. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • Past • Notification e-mails and printouts also display Estimated tax at order level only

  7. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • R1B • “Show line item tax estimation” option enabled at organization level • “Apply tax” option must be set to “yes”

  8. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • R1B • Estimated sales tax value may now display in storefront for: • Stand-alone product • CTO product • eComCat product bundle • Shipping and handling (consolidated or itemized)

  9. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • R1B • When CCA agents click the “TAX” button, itemized estimated tax may appear beneath each line item and Logistical Service charge

  10. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • R1B • Order summary attached to notification e-mail may list itemized estimated tax beneath each line item and Shipping and handling charge • Documents printed from ePrime may list itemized tax

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