Overview
Warning:
If using Sales Tax under TMS Admin, ensure that the rates defined there are current and correct. The TMS does not keep these tax records up to date.
Sales Taxes
Canadian and Mexican sales taxes can be computed on Customer Quote and Customer Invoices. Maintain tax tables by following TMS Admin → Sales Tax. These tables currently support Mexican worldwide and Canadian inter- and intra-province sales tax calculations:
Click the Calculate and Display Taxes checkbox from TMS Admin 🡪 Configuration to enable auto-calculation of these taxes.
The Customer Quote Taxes and Customer Invoice Taxes related lists respectively display calculated taxes for Customer Quotes and Customer Invoices.
Cross-docks (where the Line Items in is equal to the line items out) do not incur taxes.
Tax records are automatically rolled up the to the parent invoice/quote in the Tax Amount field.
These fields are automatically synchronized such that:
Net Line Haul + Fuel Surcharge + Accessorial Charges = Transportation Total
Transportation Total + Tax Amount = Invoice Total
Warning:
All TMS customers must ensure that Sales Tax records are up to date with the appropriate tax rates.
Make sure that the Sales Tax, Customer Quote Tax and Customer Invoice Tax objects are read-only for ALL users.
