The KampData TaxEngine was designed to behave similarly to Microsoft Dynamics GP in regard to order entry and tax calculation. The following steps detail the minimum requirements for tax calculation.

1. Create a document using the Document method.
2. Create a line using the LineAdd method.
   1. Set the LineTaxScheduleID property.
   2. Set the LineItemUnitPrice property.
   3. Set the LineItemQuantity property.
3. Calculate the tax using the DocCalculateTax method.

The LineTaxScheduleID property can be set manually, automatically retrieved from the Customer Master Address Table or selected by the KampData TaxEngine.

• Setting the LineTaxScheduleID property manually allows you to specify the Tax Schedule ID that you would like to use.
• Setting the DocCustomerID property will automatically set the LineTaxScheduleID property to the customer's default ship to address's Tax Schedule ID.
  • This will also set the line's tax location (the LineState property, the LineCity property and LineZip property) to the values stored for the customer's default ship to address in the Customer Master Address Table.
• Setting the DocDefaultShipToAddressID property will automatically set the LineTaxScheduleID property to this address's Tax Schedule ID.
  • This will also set the line's tax location to the values stored for this address in the Customer Master Address Table.
• Calling the DocTaxScheduleSelect method will cause the KampData TaxEngine to set the LineTaxScheduleID property using its tax schedule selection feature.

NOTE: When setting the DocCustomerID property, the DocDefaultShipToAddressID property or when calling the DocTaxScheduleSelect method, the Tax Schedule ID might not originate from the customer's address record. Please see Tax Location for more information.

Handling Tax Exempt Customers or Item Taxability

1. For the KampData TaxEngine to know if a customer is taxable or exempt, you must provide the customer ID. Please see Customer ID FAQ for more information.
2. To handle item taxabilty, you must provide the item number and tax location state.

Frequently Asked Questions
KampData TaxEngine