Product: Nexternal

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First, Set Global System Tax Settings

System sales tax settings are located in Settings / Edit Sales Tax in your Nexternal Order Management System (OMS). You may charge sales tax on products anywhere in the world. In all cases, sales tax is charged based on the Ship-To or Pickup Location Address, and not the Bill-To or Contact Address. For each jurisdiction, you may charge sales tax by location only on products, or on product and shipping.

For the source of your tax rates, you may enter your own, or you may select from the 3rd party tax tables integrated into the Nexternal platform (domestic only; free), or ShipCompliant (if integrated; charges apply), or Avalara (if integrated; charges apply).

The ? tooltip for the sales tax settings in the OMS lays out the instructions for setting and modifying the sales tax rates. Additionally, to set up sales tax we recommend you take the steps in the Guided Tutorial called "Set/Modify Domestic Sales Tax in Nexternal". (Guided Tutorials are accessed separately from the Support Center in Foundry, through the link to Guided Tutorials in the system navigation under the question mark at the top. In the legacy standalone version of Nexternal they can be accessed through the Guided Tutorials link in the left navigation.)

If you are pulling rates from the 3rd party tax tables integrated into the Nexternal platform, the data includes over 40,000 sales tax records at the state, county, and city levels and is automatically updated monthly. When an order is placed, the sales tax rate is looked up in the Third-Party Tax Database based on the Ship-To State and Zip Code; if no match is found, the State Average is used.

Create a Sales Tax Report in the OMS

Navigate in the OMS to Orders / Report (blue button at the top) / Sales Tax Report. Select your date or order number range (or the results of the current search if you first segmented via an Advanced Search). Select Sales Tax Report, and your Report Basis, then click Create Report.

rev. 1/6/21

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