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- Workbooks Glossary
Using Sales Tax Rulesets
Once you have configured your Sales Tax Rulesets you will then be able to set these on specific Products. This allows you to configure specific Rulesets on Products that are likely going to be sold to specific audiences repeatedly and will allow you to save time when creating Invoices or other Transaction Documents.
On a Product you will see a Picklist called Sales Tax Rules, from here you will be able to choose from all available Sales Tax Rulesets across all Tax Regimes.
Note: If you are unsure if you have selected the correct ruleset you can use the open URL button on the field to immediately open the record and check that this is the correct one.
Once this has been set on the Product you will then be able to restrict Tax Codes on the Line Items based on the Customer Country and / or the Delivery Country that is set on the Line Item.
In this example we have created a Tax ruleset when the customer Country is set to be the United Kingdom and the Delivery Country is set to France or United Kingdom then you will be able to set a Tax Code.
When creating a Line Item using a Product with this Ruleset applied and the Customer has a Country of United Kingdom, but a Delivery Country is set then no Tax Codes are available:
However, upon changing the Delivery Country to France or United Kingdom. The respective Tax Code becomes available:
These Rulesets can then be used to ensure that users are always setting the correct rates with the information provided.
