Use this tab to enter the address for the address ID specified on the Company/Address tab. You can specify which address types will use each address (e.g., you may specify that this address will be used for delivery and paying). You also can enter contact names for each address and which communication method to use with each name.
If you are using Vertex software to automatically calculate taxes on sales quotations, customer orders, customer order invoices and return material authorizations the City, County, State and Zip Code fields must be correctly filled in to retrieve the appropriate jurisdiction code and accurately calculate taxes. If you change any of these fields, the jurisdiction code will be changed based on the new values when the record is saved.
If you are using Avalara software to calculate taxes, jurisdiction code is not used. However, it will only be possible to save the address if it is a valid address. If the entered address is not considered a valid address, an error will be displayed.
External tax calculation method is set up per company in External Tax System tab under Tax Control tab. Possible values for external tax calculation method is Vertex is Vertex Sales Tax O Series, Vertex Sales Tax Q Series or Avalara Sales Tax. To be able to know which method to use when entering or updating a company address we use the company in the header of the form.