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Hello,

A handful of our customers do drop ships to addresses that aren’t necessarily accounted for in their Customer record as a delivery address. When this happens, our customer care team has to cross reference a external document to see if the state they are shipping to should be tax exempt or not. Is there a way in IFS Cloud 24R1to define tax lability for all 50 states on a customer by customer basis? This way, even if the customer is drop shipping to a state that is not in their list of delivery addresses, their customer order will default to the correct tax liability?

Thank you,

@Mhughes tax liability in IFS Cloud could be defined at Customer Address level. There’s no screen where you could generally define tax liability per state.

However, for US operations you should get the tax info from Vertex or Avalara, right? Since taxes in US differ from state to state, IFS build a standard interface to Vertex and Avalara. So, you need to define in Vertex which states are tax exempt and then IFS will simply get that information and use it on Customer Orders / Customer Invoices.

Last year I worked with a US customer that was using Vertex as a tax engine and the standard integration worked like a charm. 


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