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Customer Tax Estimation / Calculation. Customer Tax Estimation/Calculation overview New feature / Enhancement Customers may now view itemized sales tax.

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Presentation on theme: "Customer Tax Estimation / Calculation. Customer Tax Estimation/Calculation overview New feature / Enhancement Customers may now view itemized sales tax."— Presentation transcript:

1 Customer Tax Estimation / Calculation

2 Customer Tax Estimation/Calculation overview New feature / Enhancement Customers may now view itemized sales tax per Line Item, Config ID or eComCat Bundle ID, in addition to the summary tax amount for the order If estimated tax is shown for individual line items, it is shown for shipping and handling charges as well Estimated tax calculations on eCC bundles for a quote, PR or PO will change to more closely match the tax listed on the invoice Roles impacted: Org Admins / eBC Admins Purchasers / Requesters / Empowered Requesters / Managers CCA Agents Globals/Corporate/Enterprise/SMB APEMEALARCAGlobal US Fusion US Vista

3 Customer Tax Estimation/Calculation benefits HP benefits More consistency between storefront display of estimated tax and sales tax on invoices Fewer customer support calls Customer benefits More accurate and specific tax estimation Allows customers to reconcile invoice with storefront purchase order Globals/Corporate/Enterprise/SMB APEMEALARCAGlobal US Fusion US Vista

4 Customer Tax Estimation/Calculation Past If enabled for account, estimated tax displayed on a single summary line (order level) for quotes, PRs and POs Globals/Corporate/Enterprise/SMB APEMEALARCAGlobal US Fusion US Vista

5 Customer Tax Estimation/Calculation Past CCA agents click the “TAX” button to display estimated sales tax at order level Globals/Corporate/Enterprise/SMB APEMEALARCAGlobal US Fusion US Vista

6 Customer Tax Estimation/Calculation Past Notification s and printouts also display Estimated tax at order level only Globals/Corporate/Enterprise/SMB APEMEALARCAGlobal US Fusion US Vista

7 Customer Tax Estimation/Calculation R1B “Show line item tax estimation” option enabled at organization level “Apply tax” option must be set to “yes” Globals/Corporate/Enterprise/SMB APEMEALARCAGlobal US Fusion US Vista

8 Customer Tax Estimation/Calculation R1B Estimated sales tax value may now display in storefront for: –Stand-alone product –CTO product –eComCat product bundle –Shipping and handling (consolidated or itemized) Globals/Corporate/Enterprise/SMB APEMEALARCAGlobal US Fusion US Vista

9 Customer Tax Estimation/Calculation R1B When CCA agents click the “TAX” button, itemized estimated tax may appear beneath each line item and Logistical Service charge Globals/Corporate/Enterprise/SMB APEMEALARCAGlobal US Fusion US Vista

10 Customer Tax Estimation/Calculation R1B Order summary attached to notification may list itemized estimated tax beneath each line item and Shipping and handling charge Documents printed from ePrime may list itemized tax Globals/Corporate/Enterprise/SMB APEMEALARCAGlobal US Fusion US Vista


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