There are cases when the Tax on an Epicor Sales Order does not match the Dash invoice. The Epicor Quote and Epicor Invoice present tax correctly.

Summary:
The Quote and the Invoice present tax correctly. But, there is a known issue with the way tax on the Sales Order is calculated. Unfortunately, Epicor says this is "working as designed". Disregard the way the Tax presents on the Sales Order. When the AR Invoice is created, all the amounts will match what you see in CCDash.

Detail:
Tax on the Sales Order is calculated differently from the way Tax is calculated on the Quote and on the Invoice. When processing a Sales Order where there is a Misc Charge on the Line and a Tax Liability Code on the Release, the line tax calculation does not include the Misc Charge amount.

Calculation of Tax based on Liability Code effective rate includes Misc Charge amount on Sales Order only if a Tax Liability Code defaulted to the Order from the Customer or Ship To. Calculation of Tax based on Liability Code effective rate includes Misc Charge amount on Quote and AR Invoice whether or not the Customer has a Tax Liability Code.

When processing a Sales Order where there is a Misc Charge on the Line and a Tax Liability Code on the Release, the line tax calculation does not include the Misc Charge amount unless a Tax Liability Code is specified on the Customer or Ship To. You can change the Tax Liability Code on the Release, save the Order, and the Line Tax calculation is correct per the updated Tax Liability. But a Tax Liability Code must default in from the Customer. Otherwise the Tax calculation will not include the Misc Charge amount.

Solution:
If the Sales Order Tax has been calculated without Misc Charge, compare the CCDash Invoice against the Epicor Invoice for verification.