Gelo at 05:36, 2 August 2021

2021-08-02T05:36:35Z

Gelo: Created page with "== Tax == This maintenance screen allows the user to configure and add tax types to be used on their transactions. ===== Tax Main..."

2021-05-25T06:41:31Z

Created page with "== Tax == This maintenance screen allows the user to configure and add tax types to be used on their transactions. ===== Tax Main..."

New page

== Tax ==
This maintenance screen allows the user to configure and add tax types to be used on their transactions.

===== Tax Main Menu =====
{{DISPLAYTITLE:Tax}}
[[File:Pro Tax Menu List.png|center|thumb|859x859px|Tax Menu List]]
 
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Tax Menu List
! style="background-color:rgb(234, 236, 240);text-align:center;" |Field
! style="background-color:rgb(234, 236, 240);text-align:center;" |Description
! style="background-color:rgb(234, 236, 240);text-align:center;" |Expected Output
|- style="box-sizing: inherit;"
| style="" |1. Options Menu
| style="" |List of Options available when checking the Tax
| style="" |Add Tax - Allows the user to add a Tax Record
Export Tax - Allows the user to export Tax records to a spreadsheet
|- style="box-sizing: inherit;"
| style="" |2. Search Bar
| style="" |Allows the user to search for an Tax record
| style="" |Alphanumeric
|- style="box-sizing: inherit;"
| style="" |3. Display
| style="" |Allows the user to filter the number of records to viewed on one page
| style="" |10/15/20/50/100
|- style="box-sizing: inherit;"
| style="" |4. Tax Record List
| style="" |List of Records of the Tax based from their Tax Code, Tax Type and Tax Rate
| style="" |Tax List from Tax Maintenance Module
|}

===== Tax Add Record =====
[[File:Pro Tax Add Record.png|center|thumb|862x862px|Tax Add Record]]
 
{| class="wikitable"
|+Tax Add Record List
!Field
!Description
!Expected Output
|-
|1.Tax Code
|Reference Code for Tax
|Alphanumeric
|-
|2.Tax Name
|Name of Tax
|Alphanumeric
|-
|3.Tax Description
|Description of Tax
|Alphanumeric
|-
|4.Tax Rate
|Rate to be Applied when applying tax
|Numeric
|-
|5.Tax Type
|Nature of Tax
|Tax Type Field List
|-
|6.Sales Account
|Sales Account applied on the Tax
|Account List from Chart of Account Maintenance Module
|-
|7.Purchase Account
|Purchase Account applied on the Tax
|Account List from Chart of Account Maintenance Module
|}

===== Tax Option List =====
[[File:Pro Tax Option List.png|center|thumb|133x133px|Tax Option List]]

===== Tax View Record =====
[[File:Pro Tax View Record.png|center|thumb|1000x1000px|Tax View Record]]

@@ Line 1: / Line 1: @@
-== Tax ==
+<div style="text-align: center;">
 <span style="color: rgb(51, 51, 51)">This maintenance screen allows the user to configure and add tax types to be used on their transactions.</span>
-===== Tax Main Menu =====
+Notes:
 {{DISPLAYTITLE:Tax}}
 [[File:Pro Tax Menu List.png|center|thumb|859x859px|Tax Menu List]]
@@ Line 26: / Line 38: @@
 |- style="box-sizing: inherit;"
 | style="" |4. Tax Record List
 | style="" |<span style="color: rgb(34, 34, 34)">List of Records of the Tax based from their Tax Code, Tax Type and Tax Rate</span>
 | style="" |Tax List from Tax Maintenance Module
 |}
-===== Tax Add Record =====
+=====Tax Add Record=====
 [[File:Pro Tax Add Record.png|center|thumb|862x862px|Tax Add Record]]
-<br />
+Notes:
 {| class="wikitable"
 |+Tax Add Record List
@@ Line 68: / Line 83: @@
 |}
-===== Tax Option List =====
+=====Tax Option List=====
-[[File:Pro Tax Option List.png|center|thumb|133x133px|Tax Option List]]
+[[File:Pro Tax Option List.png|center|thumb|133x133px|Tax Option List]]Notes:
-===== Tax View Record =====
+* For further instructions on how to Add and Export Taxes, the user may visit the Tax Job Aid which can be found [[Oojeema Pro Tax Job Aids|here]]
 [[File:Pro Tax View Record.png|center|thumb|1000x1000px|Tax View Record]]
-<br /><br />
+<br />

Pro Tax - Revision history

Gelo at 05:36, 2 August 2021

Gelo: Created page with "== Tax == This maintenance screen allows the user to configure and add tax types to be used on their transactions. ===== Tax Main..."