Customer TaxEstimation /Calculation

Customer Tax Estimation/Calculation overviewNew 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 AgentsGlobals/Corporate/Enterprise/

SMBAP EMEA LAR CA Global

US Fusion

US Vista

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

AP EMEA LAR CA GlobalUS

FusionUS

Vista

Customer Tax Estimation/CalculationPast• If enabled for

account, estimated tax displayed on a single summary line (order level) for quotes, PRs and POs

Globals/Corporate/Enterprise/SMB

AP EMEA LAR CA GlobalUS

FusionUS

Vista

Customer Tax Estimation/CalculationPast• CCA agents click the “TAX” button to display

estimated sales tax at order level

Globals/Corporate/Enterprise/SMB

AP EMEA LAR CA GlobalUS

FusionUS

Vista

Customer Tax Estimation/CalculationPast• Notification e-

mails and printouts also display Estimated tax at order level only

Globals/Corporate/Enterprise/SMB

AP EMEA LAR CA GlobalUS

FusionUS

Vista

Customer Tax Estimation/CalculationR1B• “Show line

item tax estimation” option enabled at organization level

• “Apply tax” option must be set to “yes”

Globals/Corporate/Enterprise/SMB

AP EMEA LAR CA GlobalUS

FusionUS

Vista

Customer Tax Estimation/CalculationR1B• 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/

SMBAP EMEA LAR CA Global

US Fusion

US Vista

Customer Tax Estimation/CalculationR1B• When CCA

agents click the “TAX” button, itemized estimated tax may appear beneath each line item and Logistical Service charge

Globals/Corporate/Enterprise/SMB

AP EMEA LAR CA GlobalUS

FusionUS

Vista

Customer Tax Estimation/CalculationR1B• Order summary

attached to notification e-mail 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

AP EMEA LAR CA GlobalUS

FusionUS

Vista