Tax Accounts

Tax Accounts

Module: Tax Accounts
Path: Campaigns > Payment Data > Tax Accounts
Topic: Tax Accounts
Version(s):  5.1 and up
Editions: 

What Are Tax Accounts?

Tax accounts is where you will setup your credentials for external tax providers. 

Making The Connection

Where Will I See This Within OLX?

Tax on orders are now determined via the designated Tax Account set on the Script.

What Reports Can Be Pulled?

Currently there are no reports correlating to the Tax Accounts.

What Imports/Exports Relate to xxxx

At this time there are no default Imports/Exports for Tax Accounts.

Trouble Shooting


Setup

Navigate to Company Data > Payment Data > Tax Accounts

Tool Bar

Utilizing the buttons on the tool bar  you can:
Go back to the previous screen 
Add new
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.


  1. Account Name
  2. Tax Provider
  3. Client
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
To show inactive accounts in the displayed records check Show Inactive 
You can set the number of records to be displayed 



Add New Account

Add a new account by clicking the Add New Record button  from the top tool bar.

An Edit Tax Account popup will display with minimum required fields:

  1. Account Name - any name designated within your organization to reference the account being setup
  2. User Name - this will be determined via the credentials used to login to the Tax Provider
  3. Password - this will be determined via the credentials used to login to the Tax Provider
  4. Tax Provider - the drop down will display only tax providers that have specifically been installed for your instance
Please reach out to Orderlogix for more information on adding a Tax Provider to your instance.


By selecting the Tax Provider from the drop down you will populate the provider specific required fields:


The fields shown here will be determined by the Tax Provider. Please communicate with your representative through them to determine the information needed.
* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Close button .
      This will close the window without saving any changes.

* To delete the selection click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking Delete will delete the selected item and close the window.


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