Mapping SKUs and Sales Tax Holidays

You can set up CCH SureTax to follow the Sales Tax Holiday rules for sales tax during specific sales tax holiday periods. When you set up a sales tax holiday mapping in CCH SureTax, you specify a SKU/product value to identify the mapping, select the transaction type code for the type of product that will be exempt from tax during the tax holiday, and set the start effective date and end effective date for the mapping.

An item in a transaction will follow the Sales Tax Holiday Rule applicable for that holiday in a specific jurisdiction if all of the following are true:

• You have opted in to sales tax holidays in CCH SureTax.
• You have set up a sales tax holiday mapping with an effective date during the transactions, and which matches the item's transaction type code.
• There is a sales tax holiday during the period covered by your sales tax holiday mapping.

Adding a SKU/Sales Tax Holiday Mapping

To add a SKU/sales tax holiday mapping, do the following:

1. Select Menu > Configuration > SKU / Sales Tax Holiday Mappings.
2. Select Yes, in the Opt In field, if you have not yet opted in.
3. Click or click in the upper right and select Sales Tax Holiday. The Add a SKU / Sales Tax Holiday Mapping dialog displays.
4. Enter the following fields:
   • SKU / Product value. Required. Enter the unique identifier.
   • State. Required. Select a state from the list.
   • Sales/Use. Required. Choose between either “Sales” or “Use.”
   • Transaction type code. Required. Select the transaction type code.
   • Effective date/End date. Required. If there is a sales tax holiday during the dates you specify, it will be applied.
   • Cost center. Enter the department or other unit to be charged.
   • Material group. Enter the group of materials or services.
   • GL account. Enter the general ledger account number for financial reports.
   • Parameter 1. Enter additional information.
   • Customer type. Select the customer type.
   • Regulatory type. Select the regulatory type.
   • Reason. Enter the use for this SKU / Sales Tax Holiday mapping.
5. Click Save.

Editing a SKU/Sales Tax Holiday Mapping

To edit a SKU/sales tax holiday mapping, do the following:

1. Select Menu > Configuration > SKU / Sales Tax Holiday Mappings.
2. Click the mapping you want to change. Then click . The Edit SKU / Sales Tax Holiday Mapping dialog displays.
3. Edit the information as required. All fields can be edited except SKU / Product value, State, and Effective date.
4. Click Save.

Viewing SKU/Sales Tax Holiday Mappings Revision History

Importing SKU/Sales Tax Holiday Mappings

To import SKU/sales tax holiday mappings, do the following:

1. Select Menu > Configuration > SKU / Sales Tax Holiday Mappings.
2. Select Yes, in the Opt In field, if you have not yet opted in.
3. Click in the upper right. The Importing Sales Tax Holiday wizard displays.
4. You can now choose to download a CSV template with the information pre-arranged by clicking Download Template, or prepare the CSV file yourself.
5. Ensure SKU/sales tax holiday mappings are arranged in a CSV file with the following headers, in this order:

Header	Notes
SKUID	Required. Provide alphanumeric value with max length of 40. SKU/Product Value If you are working in Excel®, this column must be formatted as text.
TransTypeCode	Required. Provide numeric value with max length of 6. Transaction Type Code. The six-digit mapping code CCH SureTax uses for tax rate and taxability decisions. If you are working in Excel®, this column must be formatted as text.
Reason	Optional. Provide alphanumeric value with max length of 255.
StartEffectiveDate	Required. Provide date in MM/DD/YYYY format.
EndEffectiveDate	Required. Provide date in MM/DD/YYYY format.
StateCode	Required. If necessary, enter the two-character abbreviation of the state for which the SKU should apply. If you want the SKU applied to all states, leave this field blank. Provide alphabetic value with max length of 2.
CountryCode	Required only if you have entered a StateCode above. Provide alphabetic value with max length of 2.
CostCenter	Optional. Provide alphanumeric value with max length of 15.
GLAccount	Optional. Provide alphanumeric value with max length of 15.
MaterialGroup	Optional. Provide alphanumeric value with max length of 15.
Parameter1	Optional. Provide alphanumeric value with max length of 15.
RegulatoryCode	If you are working in Excel®, this column must be formatted as text. Optional. Provide numeric value with max length of 2.
DataType	Required. Enter either "Sales" or "Use."
CustomerType	If you are working in Excel®, this column must be formatted as text. Optional. Provide numeric value with max length of 2.

6. Once the CSV file is prepared, click My File is Ready.
7. Drag the CSV file to the drop-box, or select Browse..., locate the file, and click Open.

   Note: The file format must be CSV, XLSX, or XLS.

8. Click Next.
9. Verify that your Source File Header and Row 1 Data match the Map To column, then click Next. The Summary displays.
10. Click Finish.

Viewing the SKU/Sales Tax Holiday Mappings Import History

Exporting SKU/Sales Tax Holiday Mappings

Deleting a SKU/Sales Tax Holiday Mapping

To delete a SKU/sales tax holiday mapping, do the following:

1. Select Menu > Configuration > SKU / Sales Tax Holiday Mappings.
2. Click the mapping you want to change. Then click.
3. Click Delete on the confirmation dialog.