Sales Order Processing - Tax Codes
Function
Use this task to create, modify, delete, and/or inquire about tax codes. These codes are the same codes used by the Sales Analysis and Accounts Receivable modules. A listing of all tax codes and their descriptions is available.
=> To access this task...
Select Tax Codes from the Inquiry and Maintenance menu.
Tax Code maintenance
About the Fields
To enable edits to the form select 
.
In the Tax Code field...
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Enter a new or existing two-character code, if the codes exists in the system the details, description, tax rate and GL Account, are displayed, otherwise the fields will be blank and new details can be entered.
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Click the record navigating buttons;
to view the first record, 
to view the previous record, 
to view the next record and 
to view the last tax code record. -
Click
to select from a list of valid codes. -
Click
to clear the form to create a new record.
In the Description field...
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Enter description up to 20 characters in length.
Use Sales Tax Service? checkbox...
Disabled unless OP is installed and OP Parameters has a Sales Tax Service selected.
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Mark the box if the entered Tax Code is to use the Sales Tax Service selected in OP Parameters.
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Unmark the box to disable this feature.
In the Tax Rate field...
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Enter a number to indicate the tax rate (as a percentage).
In the GL Account field ...
-
Enter a valid GL Account number.
-
Click
to select from a list of valid GL Account codes.
Freight Taxable? checkbox...
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Mark the box to indicate that freight is taxable.
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Unmark the box to indicate that freight is not taxable.
In the Maximum Limit field...
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Enter an amount to set the limit of the tax.
In the Tax Code 01 to Tax Code 10 fields...
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Enter valid tax code; the rate of tax will be displayed in the rate field against each tax code field.
-
Click
to select from a list of valid tax codes.
In the Total Tax Rate field...
The total tax rate is displayed in this field.
Attempting to leave an unsaved Tax Code will cause the module will issue a confirmation box:
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Click [Yes] to save the current record and return to the Tax Code field in the form.
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Click [No] to return to the Tax Code field without saving the current record.
When finished making entries to the fields...
-
Click
to save the record.
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