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11 Search results for Tax Rate Lookup

Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: New     View All Features in Build
On Sales Tax Rate lookup window you can now it will default to the SoldTo/ShipTo/BillTo Address setup in options, but you can now choose the SoldTo/ShipTo, or BillTo address to do a validation and sales tax rate lookup based on any of those addresses. Useful if, for example, you are shipping your product to a shipping address that is a staging area (like your office location), but ultimately the final shipping address, and what the tax rate should be based on will be your Customer's address which is currently located in the SoldTo address fields.
Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: New     View All Features in Build
The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for address locations that cannot be verified by the USPS, like many addresses in Puerto Rico (a USA territory). Puerto Rico addresses use various non-standardized formats that the USPS API does not recognize. A list of Tax Jurisdictions for the base Postal Code will now be displayed when using the Prompt for Sales Tax option for the user to manually intervene. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu.
Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: New     View All Features in Build
The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for USA address locations that cannot be verified by the USPS. A list of Tax Jurisdictions for the base Postal Code will now be displayed when using the Prompt for Sales Tax option for the user to manually intervene. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu.
Version: 24.0    Build: 2.04    Release Date: 04/17/2024     Type: New     View All Features in Build
The USA Sales Tax Rate Lookup in the Real-Time module has been improved to now account for address locations that have not yet been assigned a Zip+4 code by the USPS yet. This can happen with new construction resulting in new addresses that have not been assigned a Zip+4 code yet by the United States Postal System. A list of Tax Jurisdictions for the base Postal Code for you to choose from will now be displayed when using the Prompt for Sales Tax option. If the option is set to not display the Sales tax Lookup window, then you will receive a message to use the window to choose the appropriate Sales Tax Jurisdiction. These options are set on the Misc.General (more) tab of the Tools->My Preferences menu.
Version: 24.0    Build: 1.01    Release Date: 11/30/2023     Type: New     View All Features in Build
The USA Sales Tax Rate Lookup in the Real-Time module has been improved. Now the the feature will verify the address against the USPS database, and refine the Postal Code to be a Zip+4 postal code (taking into account the street number and name). With this pinpointed Zip+4 Postal Code the Sales Tax Rates for that specific Zip+4 location will be retrieved. On the Sales Tax tab of the Real-time Setup window there is the option "Base Sales Tax on the Address From" to choose which address controls the sales tax rate. The standard is for the Ship To address to determine the tax rate locality. On the Misc.General(more) tab of the Users Preferences window there is a "Sales Tax Lookup Mode" option with the choices of "Manual", "Auto Verify USA Address and Retrieve Sales tax info on Address selection", and "Display Realtime USA Sales Tax Lookup window on Address selection". You can also click on the "Lookup tax rate" button next to the Tax Rate field on the Sale Info tab of the Quote Workbook, this will display a window that will let you choose to use the address verification and see the details of the Tax Information for the Zip+4 Postal Code. When a realtime Sales Tax is applied to the document, it is logged in the document transaction log. The Realtime Module and current UMP is required for this feature.

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Version: 4.8    Build: 3    Release Date: 01/23/2013     Type: Misc     View All Features in Build
When selecting a tax rate using the Real-time Sales Tax Rate lookup, the entire sales tax rate table xml is now stored in the DocumentHeaders.TaxData field. API users can then gain access to the state, county, and city level tax rates.
Version: 4.8    Build: 1    Release Date: 11/14/2012     Type: New     View All Features in Build
The QuoteWerks Sales Tax Rate lookup service now displays the date the QuoteWerks Tax Table was Last Updated, and also displays the effective date of each of the City, State, County, etc taxes which is very useful in determining exactly when new tax rates have taken effect.
Version: 4.7    Build: 6    Release Date: 05/15/2012     Type: Fix     View All Features in Build
When using the Real-time tax rate lookup, if more than 10 jurisdictions were found for the postal code, only the first 10 would be visible.
Version: 4.7    Build: 1    Release Date: 11/07/2011     Type: New     View All Features in Build
USA tax rate lookup by zip code is now included in our real-time module. Tax Rate information includes a breakdown of State, County, and City tax rates. This is a huge time-saver. No more going to the state's website to look them up manually.
Version: 4.0    Build: 35    Release Date: 04/04/2008     Type: New     View All Features in Build
F2Lookup support has been added for the fields AccountRep, LeadSource1, LeadSource2, Terms, and TaxRate.
Version: 4.0    Build: 31    Release Date: 08/31/2007     Type: New     View All Features in Build
Tremendously improved Peachtree link. This new Peachtree link uses the interactive Peachtree API instead of the older manual export and import methods which brings many new features and benefits. You can now export batches of invoices/sales orders and/or purchase orders to Peachtree. If a customer does not exist in Peachtree, QuoteWerks can now create customers in Peachtree for you. Customer information is also updated automatically. If an Inventory Item does not exist in Peachtree, QuoteWerks can now create items in Peachtree for you. Item prices in Peachtree are also updated automatically. Grouped bundles can now be exported as a single line item in Peachtree. When purchase orders are created in Peachtree, there is now an option to lookup the vendor full name in Peachtree to obtain the Vendor ID for the Peachtree Vendor. Using this option, you no longer need to maintain a manual translation between vendor names and Peachtree Vendor ID's. You can now choose which vendors you want to create purchase orders for instead of just all of them. The Peachtree link now has Purchase Order creation options of Never, Always, and Prompt. The invoice and SO due date is now based on the DocDueDate field on the Sale Info tab instead of just 30 days from the document date. The PO Good Through date passed to Peachtree is now 30 days from the export date. There are now 5 sales rep id mapping options and the manual mapping now displays the Peachtree Sales Rep ID and Peachtree Sales Rep full name on the mapping window making it much easier to setup. When exporting, if a manual sales rep id mapping is not found, you will be prompted to select the appropriate rep. Purchase Orders can now be exported separately from the corresponding Invoice/Sales Order. There is now an option for 'Part Numbers are required for all items exported to Peachtree'. QuoteWerks can link directly to the Peachtree product list (without the need to import the data) giving you access to real-time availability, part numbers, description, and pricing. Peachtree can now be used as a source of customer/contact information just like the integration to the contact management software! DataLink support has been added for Peachtree including ability to pull from ShipVia, BillToTaxCode, and Custom fields into the quote. Works with Peachtree 2006, 2007, and 2008.
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