Issue/Symptom/Question

How can I register a vendor for all jurisdictions for a given state?

Environment

Accounts Payable

   Vendors

      Vendor Information

System Management

   Technical Support

      Options

Resolution/Fix/Answer

• Yes, you can register a vendor for all jurisdictions for a given state using these steps:

1. Open the Vendor Information window and query back the vendor in question.
2. Navigate to the Tax Registration tab.  
   1. You will be prompted with the following question:
      Do you want to populate with all possible State/Provinces and their Tax Jurisdictions?
3.  You can answer Y to populate with all states or you can answer N and enter the specific states in questions.
   1. If you enter a specific state, you'll receive the following message:
      Do you want to populate with all possible Tax Jurisdictions for this State/Province?
4. Once you've navigated to the specific state, you'll receive this message:
   1. Default Registration Id to be inserted:
      1. You can enter the registration number once so that it applies to all jurisdictions or you can close that pop-up window and enter the registrations numbers for each jurisdictions.

• If the ultimate goal is to pay the vendor the tax they've charged regardless of registration entries, an alternative process is to enable option 271 (Pay Tax as Reported on Invoice). The option contains the following choices:
• N: Only pay vendor for taxes where registered.
• If you select this option, you must register the vendors for the appropriate jurisdictions.
  • If the vendors are not registered, PENTA accrues the full amount of the tax to the jurisdiction assuming the amounts falls within the system tolerance range (defined by system option 154 - Sales & Use Tax Variance Limit).
• Y: Ignore vendor registration requirements.
  • If you select this option, you can still register the vendors for the appropriate jurisdictions but that is no longer a requirement to pay the vendor for the tax that they've included on the invoice.
    • Using this option value, PENTA will always pay the vendor the tax they've charged on the invoice (whether registered or not). PENTA will then accrue the difference of what the vendor charged and what PENTA calculated to the appropriate jurisdiction(s) assuming the amounts falls within the system tolerance range (defined by system option 154 - Sales & Use Tax Variance Limit).