Setting Up Tax Management

Note:Before you can configure the Tax Management module at the hierarchy level, the Tax Management option must be enabled for your organization. For more information, contact your J.P. Morgan implementation manager.

Tax management settings are defined at the hierarchy level and can vary from one hierarchy to another. You define tax fields that are required or optional to collect the tax information that suits the needs of your organization.

To set up tax management:

Select Administration > Hierarchy > Settings > Tax Management.
Enter the hierarchy ID in the Hierarchy ID field, or click the link and select a node from the hierarchy tree.
Select Override inheritance.

Note:The Override inheritance check box overrides the settings from the parent hierarchy ID, which is listed in the Inherited from field. This allows you to configure the tax management settings differently for the selected hierarchy ID. If this check box is not selected, you will not be able to make any changes on this screen, and the selected hierarchy ID will retain the settings of the parent node.
Select Enable Tax Management.
Select the desired options. For a list of options, see the table below.
Click Save.

Tax Management Setup Options
Option	Description
Tax Included	Select Display to show the Tax Included field on the Transaction Detail - General Information screen. This field is used by cardholders to indicate whether or not tax was charged as part of the transaction. To require the user to supply a value for this field, select Required.
Tax Amount on Receipt	Select Display to show the Tax Amount on Receipt field on the Transaction Detail - General Information screen. This field is used by cardholders to enter the exact tax amount charged as displayed on the receipt. To require the user to supply a value for this field, select Required.
Purchase Origination	Select this option to show the Purchase Origination fields on the Transaction Detail - General Information screen. These fields are used by cardholders to enter the location where their purchase was made or shipped from. If this option is selected, you can also require the user to supply values for specific fields. To require that the user complete the Origination State/Province field, select the Required check box for this field. If it is not selected, the field displays but is not required. To require that the user complete the Origination Zip/Postal Code field, select the Required check box for this field. If it is not selected, the field displays but is not required.
Purchase Destination	Select this option to show the Purchase Destination fields on the Transaction Detail - General Information screen. These fields are used by cardholders to enter the location where their purchase will be used. If this option is selected, you can also require the user to supply values for specific fields. To require that the user complete the Destination State/Province field, select the Required check box for this field. If it is not selected, the field displays but is not required. To require that the user complete the Destination Zip/Postal Code field, select the Required check box for this field. If it is not selected, the field displays but is not required.