AvaTax: Work Orders
You can enter the default Labor Product Codes by navigating to Configuration > Interfaces > AvaTax and click the Location tab. This product code is used for the labor charged or quoted on the work order and if parts are quoted through the Quote/Estimate tab on the work order. On the same interface, you can enter the default Sublet, Service Call and Delivery Product Codes. These product codes are used for the corresponding charges if they are being quoted on the Quote/Estimate tab of the work order. Additionally, you can specify the defaults for whether or not warranty and internal is taxable. These default values can be overridden on a work order by work order basis as required.
Configuration > Interfaces> AvaTax, Location tab screen
On the Customer tab of Work Orders, the AvaTax Entity Use Code field is available and defaults according to the customer. Once set, the AvaTax Entity Use Code cannot be modified during future updates to the work order.
Special product codes for the AvaTax Entity Use Code field are:
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CDKOMIT—these items are not reported to AvaTax. Use this code for transactions that are non-taxable.
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FOREIGN—for items being shipped internationally, and are therefore not subject to your country's tax laws.
Since AvaTax can only validate addresses in the US and in Canada, you should use one of the above product codes when shipping outside of these areas.
The Warranty Taxable, Internal Taxable, AvaTax Product Code for Parts and Labor default according to the values loaded in Configuration > Miscellaneous > Other > System Settings on the Location tab. These values can be overridden as necessary.
AvaTax Fields on the Work Order Header screen
Note: For a Work Order reversal, the system communicates with AvaTax during the billing run and sends a special ‘refund’ transaction for the original invoice. The invoice cannot be reversed more than once.
When looking at the Totals window for the work order, be aware that taxes are not shown for individual segments as noted on the bottom.
Displaying an individual segment
To display the tax total for the work order, you must select ‘All Segments’ at the top of the window.
All segments selected
Work Order Quoting
Work Order Quoting uses the same configuration as Work Orders. In addition, when looking at the Totals window for the quote, be aware that taxes are not shown for individual segments as noted on the bottom.
Segment Totals tax warning
To display the tax total for the quote, you must select ‘All Segments’ at the top of the window.
All Segments Totals
