Additional Tax Rate for Certain Accounting Units (facilities)

unknown

We have recently implemented Lawson and are on 9.0.1.5 currently. We use Smart Office. In the past, we have only had one sales tax rate to deal with, however we recently found out that we will be needing to use a different rate for two different facilities' usage. Whatever is purchased by these two facilities (and is taxable) needs to be taxed at this new rate, while all our other facilities need to be taxed at the current rate. We would like to be able to automate this somehow, as today we would need to set up the new tax codes/rates and manually select whenever the invoices are for the two "new rate" facilities.

The two facilities are in the same AP company and share the same vendor master (we only have one AP company and one vendor master) with all the other facilities that use the current tax rate. We are tax exempt to our vendors, so don't include any tax codes or tax info on our POs. We accrue our tax as the invoices are entered and lines are indicated as taxable on AP20.2. Then we pay the state in one lump sum monthly for everything we have accrued during that time.

Has anyone had any success with automating the logic behind which tax code/rate to choose for invoice entry and interfacing? We do interface quite a few of our invoices as well, so would need to be able to apply the same logic when building the AP520 and MA540 files to feed to Lawson.

Thanks,
Kristie