KampData Knowledge Base

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====== TaxEngine tax calculation requirements ======
====What properties must my application set in order for the KampData TaxEngine to calculate tax?====

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.

  - Create a document using the [[taxengine:api:Document method]].
  - Create a line using the [[taxengine:api:LineAdd method]].
    - Set the [[taxengine:api:LineTaxScheduleID property]].
    - Set the [[taxengine:api:LineItemUnitPrice property]].
    - Set the [[taxengine:api:LineItemQuantity property]].
  - Calculate the tax using the [[taxengine:api:DocCalculateTax method]].

===== Tax Schedule selection =====
The [[taxengine:api:LineTaxScheduleID property]] can be set manually, automatically retrieved from the [[dynamics:tables:Customer Master Address Table]] or selected by the KampData TaxEngine.

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


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

===== Customer and Item Taxability =====

**Handling Tax Exempt Customers or Item Taxability**

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


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[[taxengine:faq:Frequently Asked Questions]] \\
[[taxengine:kampdata_taxengine|KampData TaxEngine]]