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Calculate Sales Tax

The AvaTax integration captures sales transaction information from five different sources in Sage Sales Tax for Sage 100: sales order entry, accounts receivable invoice data entry, sales order shipping data entry, sales order invoice data entry, and job billing data entry.

Enable ship-to by sales order

To calculate the sales tax based on the Ship-To address for a sales order, before you select the Location Code in the Sales Order Entry for an Order, ensure that:

Calculate sales tax for a sales order entry

Follow these steps to create a new sales order entry:

  1. Click Sales Order.
  2. Click Main.
  3. Click Sales Order Entry.
    Sage100 - Sales order entry 1.png
  4. On the Header tab next to Order Number, click the Next Order No. button Sage100 - Accounts receivable invoice data entry 11.png
    Sage100 - Sales order entry 2.png
    • The Order Date selected on the Header tab is used as the tax calculation date for the order.
      Sage100 - Sales order entry 3.png
  5. Next to the Sales Tax Schedule, click the Magnifying Glass  and click AVATAX. The field defaults to the schedule entered in the customer card.
    Sage100 - Sales order entry 4.png
    The Customer PO field is captured for reporting. You can also use it to trigger certain types of exemptHoverTT.pngcustomer calculations.Sage100 - Sales order entry 5.png
  6. Click the Address tab. The Address, ZIP Code, City, State and County fields are mandatory as they are used by AvaTax.
  7. Click the Avalara button to validateHoverTT.png the address if you change it.
    Sage100 - Sales order entry 6.png
  8. To select the ship-to address at the line level, click the Lines tab. Each line is captured by AvaTax. The quantity is captured from the Ordered field, while extended amount is captured from the Extension field. You can select the individual ship-to address for an individual line by selecting the Ship to Code from the locations available in the Location Code List.
    Sage100 - Sales order entry 7.png
    This Customer Code list can either be defined in the Customer Maintenance or using the Custom button. Once you select the location code, the address is automatically populated in the applicable fields.
    sage_100_sales_order_22.png
  9. To calculate tax, click the Totals tab. In the Freight Amount field, type an amount to include it in the tax calculation for the transaction. Click the Avalara button Sage100 - Accounts receivable invoice data entry 7.png.Sage100 - Sales order entry 9.png
  10. In the upper-right, click Tax Detail to get details of the tax calculation.
  11. To return to the Sales Order Entry menu, click OK in the Tax Detail menu.
    Sage100 - Sales order entry 10.png
  12. In the Exemption Number field, you can add or edit exemptions to change taxability. Click OK and then click Accept.
    Sage100 - Sales order entry 11.png

Enable ship-to for A/R invoice

To calculate the sales tax based on the ship-to address for an A/R invoice, ensure that the Enable A/R Ship-To Addresses option is enabled in the AvaTax configuration, before you select the Ship To addr in the A/R invoice.

Calculate sales tax fo an accounts receivable invoice data entry

Follow these steps to create a new accounts receivable invoice data entry:

  1. Click Accts Receivable.
  2. Click Main.
  3. Click Invoice Data Entry.

    Sage100 - Accounts receivable invoice data entry 1.png
  4. On the Header tab next to Invoice Number, click the Next Order No. button Sage100 - Accounts receivable invoice data entry 11.png.

    Sage100_-_Accounts_receivable_invoice_data_entry_2.png
  5. In the new order, next to the Tax Schedule field click the Magnifying Glass and select AVATAX.

    Sage100_-_Accounts_receivable_invoice_data_entry_3.png
  6. Next to Customer No. click Click the Magnifying Glass Sage100 - Accounts receivable invoice data entry 10.png and select the customer.Adding CM to the end of the invoice number changes it from an invoice to a credit memo.

    Sage100_-_Accounts_receivable_invoice_data_entry_5.png
  7. Next to the Invoice Date field, type the date.
  8. Click the Lines tab.  Each line item is considered for tax calculation. Quantity, extended amount, and tax class are also captured for tax calculations.
  9. Click the Totals tab to calculate tax.

    Sage100_-_Accounts_receivable_invoice_data_entry_6.png
  10. In the Freight Amount field, type an amount to include it in the tax calculation for the transaction.
  11. Click the Avalara button Sage100 - Accounts receivable invoice data entry 6.png to calculate tax.
  12. Click Tax Detail... to get details of the tax calculation.

    Sage100_-_Accounts_receivable_invoice_data_entry_8.png
  13. Click OK. The transaction is recorded in the Admin Console as uncommitted.

    Sage100_-_Accounts_receivable_invoice_data_entry_9.png

Calculate sales tax for a shipping data entry

Note:
The Next Batch button may not be available depending on your configuration.

  1. Click Sales Order.
  2. Click Shipping.
  3. Click Sales Data Entry.

  4. On the Header tab, click the Magnifying Glass to select an existing batch or click the Next Batch button to open a new batch.
  5. Click the Order No(s) and then click Select.
  6. On the Lines tab, the Shipped field is included in the tax calculation for the transaction.
  7. On the Shipping tab, the Ship To Address is included in the tax calculation for the transaction. Click Accept.

Calculate sales tax for a sales order invoice data entry

  1. Click Sales Order.
  2. Click Main.
    SalesOrderEntry.png
  3. Click Invoice Data Entry.
    • From this menu, you have the option to process several different transaction types such as: credit, debits, and sales receipts.
      Sage100_-_Sales_order_invoice_data_entry_1.png
  4. On the Header tab next to Invoice Number, click the Next Order No. button.
    Sage100_-_Sales_order_invoice_data_entry_2.png
  5. In the new order, next to the Sales Tax Schedule field, click the Magnifying Glass and select AVATAX.
    Sage100_-_Sales_order_invoice_data_entry_3.png
  6. In the Invoice Date, type the date.
  7. On the Address tab, type a new address. To validate the address, click the Avalara button Sage100 - Accounts receivable invoice data entry 7.png .
    SalesOrderInvoiceDataEntry-Address.png
  8. Click the Lines tab. Tax calculations are provided by line item at the line level, taking into account both the quantity and extended amounts provided.
    SalesOrderInvoiceDataEntry-Lines.png
  9. Click the Totals tab to calculate tax.
    SalesOrderInvoiceDataEntry-Totals.png
  10. In the Freight Amount field, type the amount to be included it in the tax calculation.
  11. Click the Avalara button Sage100 - Accounts receivable invoice data entry 7.png to calculate tax.
  12. Click Tax Detail... to get details of the tax calculation.
    Sage100_-_Sales_order_invoice_data_entry_5.png
  13. Click OK to return to the Sales Order Entry menu.
    Sage100_-_Sales_order_invoice_data_entry_6.png
  14. Click Accept.

Calculate sales tax for a job billing data entry

  1. Click Job Masterfile Maintenance.
  2. Click Job Billing Data Entry.
  3. On the Main tab, next to Schedule, click the Magnifying Glass and select AvaTax.
  4. Next to Invoice No., click the Next Number button for the invoice number.

    S100-Job
  5. On the Lines tab, in the Code field, type the Charge Code.
  6. Next to Tax Class, click the Magnifying Glass and select the appropriate Tax Class.
  7. In the Bill Amount field, type the amount.
  8. Click OK.

    S100-Job
  9. Click the Totals tab to calculate tax.
  10. Click Accept.

    S100-Job