X12 Library Tax Wizard

Configuration and Policies > Acquisition Configuration Wizards > X12 Library Tax Wizard

X12 Library Tax Wizard

The X12 Library Tax policy maps an invoice library to a tax structure, so that when invoices are created using the X12 invoice loader (used by the Serials X12 Invoices and Book X12 Invoices reports), the correct tax structure is applied to the newly created invoice/invoice lines. This wizard maps tax types specified in the X12 invoices to specific tax policies based on the library. Tax amounts in X12 invoices are defined in either of the following two segments.

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TXI, coded GS, LS, or TX – Each segment will create an invoice line linked to a tax/fund. This policy will supply the tax field for each tax/fund linked invoice line.

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SAC20 code H50 – Total tax can be specified in this segment. This policy will supply the tax field for each tax/fund linked invoice line coded this way.

The following tax codes are most commonly used by the book industry.

Code	Description
CG	Federal Value-added Tax (GST) on Goods
GS	Goods and Services Tax
LS	State and Local Sales Tax
PG	State or Provincial Tax on Goods
TX	All Taxes
VA	Value Added Tax
ZZ	Mutually Defined

If the Invoice Tax feature is configured on your system, and you plan to use X12 invoicing, you must define X12 Library Tax policies. There should be an X12 Library Tax policy for each library that “owns” invoices, but no more than the number of libraries on your system. In centralized ordering systems, there may only be one X12 Library Tax policy.

Attributes

The X12 Library Tax policy contains the following attributes.

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Name

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Description

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Library

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Tax Structure

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Tax 1 Mapping

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Tax 2 Mapping

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Tax 3 Mapping

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Tax – Service, Promotion, Allowance, or Charge Code Mapping

Name

This attribute uniquely identifies a specific X12 Library Tax policy. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used.

Description

This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.

Library

This attribute indicates the library that “owns” the invoices. Select only one Library policy from the drop-down list.

Tax Structure

This attribute maps a Tax Structure policy to the library that “owns” the invoices. Select only one Tax Structure policy from the drop-down list.

Tax 1 Mapping

Use the gadget to select multiple tax type codes that map to the Tax 1 policy of the tax structure. Up to 20 codes can be selected. At a minimum, you should consider mapping the most commonly used codes GS, LS, and TX. For available codes and code definitions, see Valid Tax Codes for Invoice Taxes.

Note: If there is only one tax in the tax structure, Tax 1, consider mapping the tax to TX and ZZ.

Tax 2 Mapping

Use the gadget to select multiple tax type codes that map to the Tax 2 policy of the tax structure. Up to 20 codes can be selected. At a minimum, you should consider mapping the most commonly used codes GS, LS, and TX. For available codes and code definitions, see Valid Tax Codes for Invoice Taxes.

Tax 3 Mapping

Use the gadget to select multiple tax type codes that map to the Tax 3 policy of the tax structure. Up to 20 codes can be selected. At a minimum, you should consider mapping the most commonly used codes GS, LS, and TX. For available codes and code definitions, see Valid Tax Codes for Invoice Taxes.

Tax – Service, Promotion, Allowance, or Charge Code Mapping

This attribute defines the Acquisitions Tax policy to be applied for total tax on the invoice. Select one Acquisitions Tax policy from the drop-down list. The Acquisitions Tax policies listed come from the tax structure you previously selected in this wizard’s Tax Structure attribute.