This Order Rule can be used to charge sales tax on an order if the tax certificate is missing or expired.
Set up:
- Triggers:
- Description: Missing or Expired Sales Tax Certificate (Ship To)
- Criteria: blank
- Results:
- Description: Order Taxable
- Criteria: blank
If the following conditions are met, the order will be taxed if the tax certificate is missing or expired. Tax will be based on the Bill-to's tax code setting.
- Bill-to:
- Taxable: unchecked
- Tax Code (or Tax Schedule): set to taxable code
- Ship-to:
- All ship-to's must be set to "NON" or "Select Tax Code"
- CAUTION: If any ship-to has a tax code, then tax will be charged according to the selected ship-to's tax code setting even if the tax certificate is valid
- Tax Certificate:
- Missing
- Expired and "Hold for Review" checked