<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/tc/tax/tctax1101m000" xml:lang="en">
   <Header>
      <Title>Tax Exceptions by Country Set (tctax1101m000)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <Paragraph> Use this session to define <Link href="/baanerp/tc/glossary/glossary#000419" role="glossary">tax code exceptions</Link> for a specific order origin. The exceptions apply to all
		  the countries of a <Link href="/baanerp/tc/glossary/glossary#000422" role="glossary">tax country set</Link>.</Paragraph>
      </AimSection>
      <GeneralSection>
         <Paragraph>You can define the tax exception for one
		  specific business partner or for all sold-to business partners and/or ship-to
		  business partners.</Paragraph>
         <Paragraph>In the <GUIRef href="/baanerp/tc/tax/tctax1101m000#taxs1100.07" role="groupbox">Transaction Data</GUIRef> group box, you can enter specific
		  values for a number of logistic transaction details. For details that are not
		  applicable or that you do not use as a criterion, you can select <GUIRef href="/baanerp/tc/domains/tax.src1#not.appl" role="option">Not Applicable</GUIRef>, or leave the fields empty.</Paragraph>
         <Paragraph>If you do not want to use the department, the
		  delivery terms, and/or the item as criteria, you can indicate this in the <GUIRef href="/baanerp/tc/tax/tctax0100m000" role="session">Tax Parameters (tctax0100m000)</GUIRef> session.</Paragraph>
         <Paragraph>In the <GUIRef href="/baanerp/tc/tax/tctax1100m000#taxs1100.02" role="groupbox">Outcome of Tax Model</GUIRef> group box, you can enter the tax
		  code and tax country <Link href="/baanerp/tc/glossary/glossary#000422" role="glossary">tax country set</Link> for the transactions of which the transaction details have the
		  specified value or values.</Paragraph>
      </GeneralSection>
      <Note>
         <SectionTitle> Note</SectionTitle>
         <Paragraph>In the <GUIRef href="/baanerp/tc/tax/tctax0100m000" role="session">Tax Parameters (tctax0100m000)</GUIRef> session, you can indicate whether you define <Link href="/baanerp/tc/glossary/glossary#000419" role="glossary">tax code exceptions</Link> separately for each country, or by tax country
		  set.</Paragraph>
      </Note>
      <GeneralSection ID="equalto">
         <SectionTitle>To distinguish between the countries of a country
		  set</SectionTitle>
         <Paragraph>For the transactions between the countries of
		  a single country set, you can use the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.sfeq" role="manual">Equal to</GUIRef> fields to indicate whether the countries
		  must differ.</Paragraph>
         <Paragraph>To mark a country, enter a letter in the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.sfeq" role="manual">Equal to</GUIRef> field. If another country must be different,
		  enter a different letter in its related <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.sfeq" role="manual">Equal to</GUIRef> field. For countries that must be the same,
		  enter the same letter.</Paragraph>
         <ExampleSection>
            <SectionTitle> Example</SectionTitle>
            <Paragraph>For example, country set NBD contains the
			 countries The Netherlands, Belgium, and Germany. You model exceptions for
			 transactions between these countries.</Paragraph>
            <Paragraph>If you leave all the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.sfeq" role="manual">Equal to</GUIRef> fields empty, the exceptions also apply to
			 all the transactions within each country. However, this result is not correct
			 because <Link href="/baanerp/tc/glossary/glossary#000339" role="glossary">domestic tax</Link> applies to those transactions.</Paragraph>
            <List>
               <ListIntro>To indicate that the ship-from country must <Emphasis>differ</Emphasis> from the ship-to country, do the
				following:</ListIntro>
               <ListItem>In the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.sfeq" role="manual">Equal to</GUIRef> field of the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.sfcs" role="manual">Ship-from Country Set</GUIRef> field, enter A.</ListItem>
               <ListItem>In the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.steq" role="manual">Equal to</GUIRef> field of the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.stcs" role="manual">Ship-to Country Set</GUIRef> field, enter B.</ListItem>
            </List>
            <Paragraph>As a result, the modeled exception only
			 applies if the goods cross a country border.</Paragraph>
            <Paragraph>If you want to add the condition that the
			 buy-from country <Emphasis>equals</Emphasis> the ship-from country, enter A in
			 the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.oteq" role="manual">Equal to</GUIRef> field of the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.otcs" role="manual">Buy-from Country Set</GUIRef>.</Paragraph>
            <Paragraph>On the other hand, if the buy-from country
			 must <Emphasis>differ</Emphasis> from both the ship-from country and the
			 ship-to country, enter a different letter in the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.oteq" role="manual">Equal to</GUIRef> field of the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.otcs" role="manual">Buy-from Country Set</GUIRef>. For example, enter E.</Paragraph>
         </ExampleSection>
         <GeneralSection>
            <SectionTitle> Performance aspects</SectionTitle>
            <Paragraph> The settings in this session could affect system performance and database growth. For more information, refer to <Link href="/baanerp/performance/tc/P000001_tax_exceptions" role="manual">Model tax exceptions</Link>.</Paragraph>
         </GeneralSection>
      </GeneralSection>
      <RelatedTopics>
         <SectionTitle> Related topics</SectionTitle>
         <RelTopic>
            <Link href="/baanerp/tc/onlinemanual/000428" role="manual">To define tax exceptions</Link>
         </RelTopic>
         <RelTopic>
            <Link href="/baanerp/tc/onlinemanual/000452" role="manual">To set up tax exemptions</Link>
         </RelTopic>
         <RelTopic>
            <Link href="/baanerp/tc/onlinemanual/000422" role="manual">Setting up withholding tax and social contributions</Link>
         </RelTopic>
      </RelatedTopics>
   </HelpTopic>
   <Fields>
      <FieldHelp ID="tctax101.cset" OtherIDs="tctax070.dsca">
         <Header>
            <Title>Financial Company Set</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#000420" role="glossary">financial company set</Link> to which the tax exceptions apply.</FuncDesc>
         <SimpleSection>
            <Paragraph> ERP Enterprise applies the tax exceptions in all the companies of the company
			 set.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="f.txta.yesno">
         <Header>
            <Title>Text</Title>
         </Header>
         <FuncDesc> If this check box is selected, a text is present.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tctax101.oorg">
         <Header>
            <Title>Order Origin</Title>
         </Header>
         <FuncDesc>The type of orders to which the tax exceptions apply.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tctax101.otof" OtherIDs="f.otbp.ofbp.nama">
         <Header>
            <Title>Buy-from / Sold-to BP</Title>
         </Header>
         <FuncDesc>The buy-from (for purchase transactions) or sold-to (for sales
		  transactions) business partner for which you define the exception.</FuncDesc>
         <SimpleSection>
            <Paragraph>If the exception applies to all sold-to
			 business partners, leave this field empty.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tctax101.sfst" OtherIDs="f.sfbp.stbp.nama">
         <Header>
            <Title>Ship-from / Ship-to BP</Title>
         </Header>
         <FuncDesc>The ship-from (for purchase transactions) or ship-to (for sales
		  transactions) business partner for which you define the exception.</FuncDesc>
         <SimpleSection>
            <Paragraph>If the exception applies to all ship-to
			 business partners, leave this field empty.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tctax101.seqn">
         <Header>
            <Title>Sequence Number</Title>
         </Header>
         <FuncDesc>The generated line sequence number.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tctax101.dsca">
         <Header>
            <Title>Description</Title>
         </Header>
         <FuncDesc>An optional description of the type of exception and/or the
		  reason for it.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tctax101.wght">
         <Header>
            <Title>Weight</Title>
         </Header>
         <FuncDesc>The priority of the exception.</FuncDesc>
         <SimpleSection>
            <Paragraph> ERP Enterprise uses the tax exceptions to determine a tax code
			 for a transaction in the order of their weight. A high value reflects a high
			 priority.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tctax101.exmt">
         <Header>
            <Title>Exempt</Title>
         </Header>
         <FuncDesc> If this check box is selected, the tax code represents
		  a <Link href="/baanerp/tc/glossary/glossary#TaxExempt_tc" role="glossary">tax exemption</Link>.</FuncDesc>
      </FieldHelp>
      <FieldGroup>
         <Title> Country Data</Title>
         <FieldHelp ID="tctax101.sfcs" OtherIDs="tctax020.dsca">
            <Header>
               <Title>Ship-from Country Set</Title>
            </Header>
            <FuncDesc>The ship-from country set that contains the countries to
			 which the exception applies.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all countries
				independent of their country set, leave this field empty.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.sfeq"
                    OtherIDs="tctax101.steq tctax101.oteq tctax101.ofeq tctax101.sleq tctax101.dpeq tctax101.tpeq">
            <Header>
               <Title>Equal to</Title>
            </Header>
            <FuncDesc>To mark a country, enter a random alphabetic character in
			 this field.</FuncDesc>
            <SimpleSection>
               <Paragraph>To indicate that another country must be
				different, enter a different character in its related <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.sfeq" role="manual">Equal to</GUIRef> field. To indicate that another country must
				be the same, enter the same character in its related <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.sfeq" role="manual">Equal to</GUIRef> field.</Paragraph>
            </SimpleSection>
            <RelatedTopics>
               <SectionTitle> Related topics</SectionTitle>
               <RelTopic>
                  <Link href="/baanerp/tc/tax/tctax1101m000#equalto" role="session">To distinguish between the countries of a country set</Link>
               </RelTopic>
            </RelatedTopics>
         </FieldHelp>
         <FieldHelp ID="tctax101.stcs">
            <Header>
               <Title>Ship-to Country Set</Title>
            </Header>
            <FuncDesc>The ship-to country set that contains the countries to which
			 the exception applies.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all countries
				independent of their country set, leave this field empty.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.otcs">
            <Header>
               <Title>Buy-from Country Set</Title>
            </Header>
            <FuncDesc>The buy-from country set that contains the countries to which
			 the exception applies.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all countries
				independent of their country set, leave this field empty.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.ofcs">
            <Header>
               <Title>Sold-to Country Set</Title>
            </Header>
            <FuncDesc>The sold-to country set that contains the countries to which
			 the exception applies.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all countries
				independent of their country set, leave this field empty.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.slcs">
            <Header>
               <Title>Service Location Country Set</Title>
            </Header>
            <FuncDesc>For service transactions, this field contains the location to
			 which the exception applies.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all countries
				independent of their country set, leave this field empty.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.dpcs">
            <Header>
               <Title>Department Country Set</Title>
            </Header>
            <FuncDesc>The country set of the address of the sales office, purchase
			 office, or service office.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all countries
				independent of their country set, leave this field empty.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.cdec" OtherIDs="tcmcs041.dsca">
            <Header>
               <Title>Delivery Terms</Title>
            </Header>
            <FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#TermsOfDeliv_tc" role="glossary">delivery terms</Link> to which the exception applies.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all
				transactions independent of the delivery terms, leave this field
				empty.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.tpcs">
            <Header>
               <Title>Point of Title Passage Country Set</Title>
            </Header>
            <FuncDesc>If the <Link href="/baanerp/tc/glossary/glossary#000371" role="glossary">point of title passage</Link> is located in this country set, the exception applies.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all
				transactions independent of the point of title passage, leave this field
				empty.</Paragraph>
            </SimpleSection>
         </FieldHelp>
      </FieldGroup>
      <FieldGroup>
         <Title> Transaction Data</Title>
         <FieldHelp ID="tctax101.trtr">
            <Header>
               <Title>Role in Triangular Trade</Title>
            </Header>
            <FuncDesc>For <Link href="/baanerp/tc/glossary/glossary#000413" role="glossary">triangular trade</Link> transactions, this field contains the triangular trade role to
			 which the exception applies. The role can be the actual supplier, the customer,
			 or the <Link href="/baanerp/tc/glossary/glossary#000417" role="glossary">intermediary</Link>.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all roles or
				if triangular trade is not applicable, select <GUIRef href="/baanerp/tc/domains/tax.trtr#not.appl" role="option">Not Applicable</GUIRef>.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.vtbo">
            <Header>
               <Title>VAT Based on</Title>
            </Header>
            <FuncDesc>For <GUIRef href="/baanerp/tc/domains/tax.oorg#service" role="option">Service</GUIRef> transactions, this field contains the type of
			 delivery to which the exception applies.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all
				transactions, select <GUIRef href="/baanerp/tc/domains/tax.vtbo#not.appl" role="option">Not Applicable</GUIRef>.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.lpro">
            <Header>
               <Title>Line Procedure</Title>
            </Header>
            <FuncDesc>For <GUIRef href="/baanerp/tc/domains/tax.oorg#maint.sales" role="option">Maintenance Sales</GUIRef> transactions, this field contains the line procedure to which
			 the exception applies. For details, refer to <Link href="/baanerp/ts/domains/msc.lpro" role="domain">Line Procedure</Link>.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all
				transactions, leave this field empty.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.bpcl">
            <Header>
               <Title>Tax Classification</Title>
            </Header>
            <FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#000424" role="glossary">tax classification</Link> of the order.</FuncDesc>
            <SimpleSection>
               <Paragraph>By default, the tax classification of the
				order is the invoice-from or invoice-to business partner's tax classification.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.cwar" OtherIDs="tcmcs003.dsca">
            <Header>
               <Title>Warehouse</Title>
            </Header>
            <FuncDesc>The warehouse to which the <Link href="/baanerp/tc/glossary/glossary#TaxExempt_tc" role="glossary">tax exemption</Link> applies.</FuncDesc>
            <SimpleSection>
               <Paragraph>To set up tax exemption for purchase
				orders for a warehouse, specify the warehouse.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.item" OtherIDs="tcibd001.dsca">
            <Header>
               <Title>Item</Title>
            </Header>
            <FuncDesc>The item to which the exception applies.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the exception applies to all items,
				leave this field empty.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.efdt">
            <Header>
               <Title>Effective Date</Title>
            </Header>
            <FuncDesc>The date when the tax exception or the tax exemption
			 certificate take effect</FuncDesc>
         </FieldHelp>
         <FieldHelp ID="tctax101.exdt">
            <Header>
               <Title>Expiry Date</Title>
            </Header>
            <FuncDesc>The date when the tax exception or the tax exemption
			 certificate expires.</FuncDesc>
         </FieldHelp>
      </FieldGroup>
      <FieldGroup>
         <Title> Outcome of Tax Model</Title>
         <FieldHelp ID="tctax101.ccty">
            <Header>
               <Title>Tax Country</Title>
            </Header>
            <FuncDesc>Your own company's <Link href="/baanerp/tc/glossary/glossary#000337" role="glossary">tax country</Link> for transactions that answer the criteria.</FuncDesc>
         </FieldHelp>
         <FieldHelp ID="tctax101.uitm">
            <Header>
               <Title>Use Domestic Tax Code</Title>
            </Header>
            <FuncDesc> If this check box is selected, ERP Enterprise uses the <Link href="/baanerp/tc/glossary/glossary#000339" role="glossary">domestic VAT</Link> code for transactions that answer the criteria.</FuncDesc>
            <SimpleSection>
               <Paragraph>You must define the <Link href="/baanerp/tc/glossary/glossary#000339" role="glossary">domestic VAT</Link> code in the <GUIRef href="/baanerp/tc/tax/tctax0138m000" role="session">Tax Handling (tctax0138m000)</GUIRef> session.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.cvat" OtherIDs="f.cvat.dsca">
            <Header>
               <Title>Tax Code</Title>
            </Header>
            <FuncDesc>The tax code for transactions that answer the criteria.</FuncDesc>
            <SimpleSection>
               <Paragraph>If you select the <GUIRef href="/baanerp/tc/tax/tctax1101m000#tctax101.uitm" role="manual">Use Domestic Tax Code</GUIRef> check box, you cannot enter a value in this field.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.bptc">
            <Header>
               <Title>Business Partner Tax Country</Title>
            </Header>
            <FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#000337" role="glossary">tax country</Link> of the business partner for transactions that answer the criteria.</FuncDesc>
         </FieldHelp>
         <FieldHelp ID="tctax101.ceno">
            <Header>
               <Title>Exempt Certificate</Title>
            </Header>
            <FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#000332" role="glossary">tax exemption certificate</Link> number.</FuncDesc>
            <SimpleSection>
               <Paragraph>If the <GUIRef href="/baanerp/tc/tax/tctax1100m000#tctax100.oorg" role="manual">Order Origin</GUIRef> is <GUIRef href="/baanerp/tc/domains/tax.oorg#sales" role="option">Sales</GUIRef>,
				enter the business partner's tax exemption certificate.</Paragraph>
               <Paragraph>If the <GUIRef href="/baanerp/tc/tax/tctax1100m000#tctax100.oorg" role="manual">Order Origin</GUIRef> is <GUIRef href="/baanerp/tc/domains/tax.oorg#purchase" role="option">Purchase</GUIRef>, enter your organization's tax exemption
				certificate or direct pay certificate number.</Paragraph>
            </SimpleSection>
         </FieldHelp>
         <FieldHelp ID="tctax101.exrs">
            <Header>
               <Title>Exempt Reason</Title>
            </Header>
            <FuncDesc>The reason why the sold-to business partner or your own
			 company is exempt from sales tax.</FuncDesc>
            <SimpleSection>
               <Paragraph>You can link a text to the reason code for
				a purchase tax exemption for a tax code and country combination in the <GUIRef href="/baanerp/tc/mcs/tcmcs1560m000" role="session">Tax Exemptions for Purchase (tcmcs1560m000)</GUIRef> session. ERP Enterprise prints the text on
				orders and invoices. In this way, you can link several tax exempt reasons with
				different texts to a single tax code by country combination.</Paragraph>
               <Paragraph>If you use a tax provider, you must define
				tax exemption reasons. ERP Enterprise prints the exempt reasons on the sales invoices.</Paragraph>
            </SimpleSection>
         </FieldHelp>
      </FieldGroup>
   </Fields>
</Session>