SAWT - Revision history

Gelo: Changed categories.

2022-04-07T03:09:15Z

Changed categories.

Gelo at 03:09, 1 April 2022

2022-04-01T03:09:46Z

Gelo at 07:09, 10 March 2022

2022-03-10T07:09:35Z

Gelo at 06:30, 10 March 2022

2022-03-10T06:30:27Z

Gelo at 05:19, 11 January 2022

2022-01-11T05:19:43Z

Gelo at 04:41, 27 December 2021

2021-12-27T04:41:01Z

Gelo at 17:36, 6 September 2021

2021-09-06T17:36:03Z

Gelo at 03:43, 15 March 2021

2021-03-15T03:43:26Z

Gelo at 06:05, 1 March 2021

2021-03-01T06:05:25Z

Gelo at 06:04, 1 March 2021

2021-03-01T06:04:35Z

← Older revision		Revision as of 03:09, 7 April 2022
Line 96:		Line 96:
	\|[[Sales Journal]]<nowiki> \| </nowiki>[[Purchase Journal]]<nowiki> \| </nowiki>[[VAT Summary]]<nowiki> \| </nowiki>[[BIR Form 2550M]]<nowiki> \| </nowiki>[[BIR Form 2550Q]]<nowiki> \| </nowiki>[[BIR Form 2551Q]]<nowiki> \| </nowiki>[[BIR Form 0619-E]]<nowiki> \| </nowiki>[[BIR Form 1601E-Q]]<nowiki> \| </nowiki>[[BIR Form 1604E]]<nowiki> \| </nowiki>[[Sales Relief]]<nowiki> \| </nowiki>[[Purchase Relief]]<nowiki> \| </nowiki>[[SAWT\|Summary Alphalist of Withholding Tax]]		\|[[Sales Journal]]<nowiki> \| </nowiki>[[Purchase Journal]]<nowiki> \| </nowiki>[[VAT Summary]]<nowiki> \| </nowiki>[[BIR Form 2550M]]<nowiki> \| </nowiki>[[BIR Form 2550Q]]<nowiki> \| </nowiki>[[BIR Form 2551Q]]<nowiki> \| </nowiki>[[BIR Form 0619-E]]<nowiki> \| </nowiki>[[BIR Form 1601E-Q]]<nowiki> \| </nowiki>[[BIR Form 1604E]]<nowiki> \| </nowiki>[[Sales Relief]]<nowiki> \| </nowiki>[[Purchase Relief]]<nowiki> \| </nowiki>[[SAWT\|Summary Alphalist of Withholding Tax]]
	\|}		\|}
		+	[[Category:Financials]]
		+	[[Category:Sales]]
		+	[[Category:Tax Reports]]

@@ Line 55: / Line 55: @@
 =====<span class="mw-headline" id="Exporting_Summary_Alphalist_of_Withholding_Taxes" style="box-sizing: inherit;">Exporting Summary Alphalist of Withholding Taxes</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[SAWT]]''' under [[Tax Reports]].
+#Under Reports Page, Click '''[[SAWT]]''' under [[Tax Reports]] Section.
 #Under [[SAWT]], click the '''CSV Button''' on the right side. Take note that you can also filter the date range for Precise Exportation of Records.
@@ Line 63: / Line 63: @@
 =====<span class="mw-headline" id="Exporting_DAT_file_of_SAWT" style="box-sizing: inherit;">Exporting DAT file of Summary Alphalist of Withholding Taxes</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
 #Under Reports Menu, Click '''[[SAWT]]''' under [[Tax Reports]].
 #Under [[SAWT]], click the '''DAT''' '''Button''' on the right side.
-#Select SAWT form then click select. The system will generate a DAT form base from the SAWT selected
+#Select SAWT Form then click select. The system will generate a DAT file base from the options selected.
 [[File:Tax Reports - SAWT - Export DAT.png|border|center|1500x1500px]]

@@ Line 6: / Line 6: @@
 '''Summary Alphalist of Withholding Tax(SAWT)''' at Source serves as a consolidated Alphalist of withholding agents from whom income was received and are subjected to withholding agents in the process.
 {| class="wikitable" style="margin: auto;"
 |+SAWT Terms in Oojeema Prime
@@ Line 63: / Line 65: @@
 #Under the Main Menu, Click '''[[Reports]]'''
 #Under Reports Menu, Click '''[[SAWT]]''' under [[Tax Reports]].
 #Under [[SAWT]], click the '''DAT''' '''Button''' on the right side.
 #Select SAWT form then click select. The system will generate a DAT form base from the SAWT selected

@@ Line 57: / Line 57: @@
 #Under [[SAWT]], click the '''CSV Button''' on the right side. Take note that you can also filter the date range for Precise Exportation of Records.
-=====<span class="mw-headline" id="Exporting_DAT_file_of_SAWT" style="box-sizing: inherit;">Exporting DAT file of SAWT</span>=====
+[[File:Tax Reports - SAWT - Export.png|border|center|1600x1600px]]
 #Under the Main Menu, Click '''[[Reports]]'''
 #Under Reports Menu, Click '''[[SAWT]]''' under [[Tax Reports]].
-#Under [[SAWT]], click the '''DAT''' '''Button''' on the right side. Take note that you can also filter the date range for Precise Exportation of DAT.
+#Under [[SAWT]], click the '''DAT''' '''Button''' on the right side.
 Notes:
@@ Line 70: / Line 76: @@
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 |- style="box-sizing: inherit;"
 | style="" |Maintenance

@@ Line 51: / Line 51: @@
 |}
-===== <span class="mw-headline" id="Exporting_Summary_Alphalist_of_Withholding_Taxes" style="box-sizing: inherit;">Exporting Summary Alphalist of Withholding Taxes</span> =====
+=====<span class="mw-headline" id="Exporting_Summary_Alphalist_of_Withholding_Taxes" style="box-sizing: inherit;">Exporting Summary Alphalist of Withholding Taxes</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[SAWT]]''' under [[Tax Reports]].
+#Under Reports Menu, Click '''[[SAWT]]''' under [[Tax Reports]].
-# Under [[SAWT]], click the '''CSV Button''' on the right side. Take note that you can also filter the date range for Precise Exportation of Records.
+#Under [[SAWT]], click the '''CSV Button''' on the right side. Take note that you can also filter the date range for Precise Exportation of Records.
-===== <span class="mw-headline" id="Exporting_DAT_file_of_SAWT" style="box-sizing: inherit;">Exporting DAT file of SAWT</span> =====
+=====<span class="mw-headline" id="Exporting_DAT_file_of_SAWT" style="box-sizing: inherit;">Exporting DAT file of SAWT</span>=====
-# Under the Main Menu, Click '''[[Reports]]'''
+#Under the Main Menu, Click '''[[Reports]]'''
-# Under Reports Menu, Click '''[[SAWT]]''' under [[Tax Reports]].
+#Under Reports Menu, Click '''[[SAWT]]''' under [[Tax Reports]].
-# Under [[SAWT]], click the '''DAT''' '''Button''' on the right side. Take note that you can also filter the date range for Precise Exportation of DAT.
+#Under [[SAWT]], click the '''DAT''' '''Button''' on the right side. Take note that you can also filter the date range for Precise Exportation of DAT.
 Notes:
-* DAT file is used for filing the EBIR entries.
+*DAT file is used for filing the EBIR entries.
 {| class="wikitable" style="margin: auto;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Tax Reports]] | [[SAWT]] | [[SAWT Aids]]
+[[Tax Reports]] | [[SAWT]]
 </div>
 ==Summary Alphalist of Withholding Taxes==
 '''Summary Alphalist of Withholding Tax(SAWT)''' at Source serves as a consolidated Alphalist of withholding agents from whom income was received and are subjected to withholding agents in the process.
-{| class="wikitable"
+{| class="wikitable" style="margin: auto;"
 |+SAWT Terms in Oojeema Prime
 !Field
@@ Line 52: / Line 50: @@
 |Tax Value associated on the payment amount.
 |}
 Notes:
-*For detailed instructions on how to export the SAWT records, the user may visit the SAWT Aids which can be found [[SAWT Aids|here]].
+* DAT file is used for filing the EBIR entries.
-{| 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: &quot;Open Sans&quot;, 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;"
+<br />
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
@@ Line 62: / Line 74: @@
 | style="" |Maintenance
 | style="" |[[ATC Code]]<nowiki> | </nowiki>[[Company]]<nowiki> | </nowiki>[[Customer]]<nowiki> | </nowiki>[[Tax]]
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''
@@ Line 75: / Line 82: @@
 |Tax Reports
 |[[Sales Journal]]<nowiki> | </nowiki>[[Purchase Journal]]<nowiki> | </nowiki>[[VAT Summary]]<nowiki> | </nowiki>[[BIR Form 2550M]]<nowiki> | </nowiki>[[BIR Form 2550Q]]<nowiki> | </nowiki>[[BIR Form 2551Q]]<nowiki> | </nowiki>[[BIR Form 0619-E]]<nowiki> | </nowiki>[[BIR Form 1601E-Q]]<nowiki> | </nowiki>[[BIR Form 1604E]]<nowiki> | </nowiki>[[Sales Relief]]<nowiki> | </nowiki>[[Purchase Relief]]<nowiki> | </nowiki>[[SAWT|Summary Alphalist of Withholding Tax]]
 |}

@@ Line 1: / Line 1: @@
-<div style="text-align: center;">[[Tax Reports]] | [[SAWT]] | [[SAWT Aids]]</div>
+<div style="text-align: center;">
 ==Summary Alphalist of Withholding Taxes==
@@ Line 6: / Line 8: @@
 '''Summary Alphalist of Withholding Tax(SAWT)''' at Source serves as a consolidated Alphalist of withholding agents from whom income was received and are subjected to withholding agents in the process.
-SAWT Terms in Oojeema Prime
+*Date Range is set automatically by the current month by default.
 *Item List is set by 10 records per page by default.
-#'''Record Filters'''(Date Range, Item List) - This refers to the set of filters for precise searching of records.
+|-
-#*Date Range is set automatically by the current month by default.
+|2. '''Exports'''
-#*Item List is set by 10 records per page by default.
+|Refers on how the records want to be exported(by CSV or DAT)
-#'''Exports''' - refers on how the records want to be exported(by CSV or DAT)
+|-
-#'''Company Details''' - Refers to the basic information of the [[Company]].
+|3. '''Company Details'''
-#*This can be updated by visiting the [[Company]] Maintenance Module.
+|Refers to the basic information of the [[Company]].
-#*Company Details may vary depending on the [[Branch]] chosen which can be seen in Maintenance Module.
+|-
-#'''SEQ. No''' - Sequence Number of the summary
+|4. '''SEQ. No'''
-#'''Tin No.''' - Tax Identification Number of the SEQ No.
+|Sequence Number of the summary
-#'''Corporation''' - Corporation under SEQ No.
+|-
-#'''Individual''' - The person liable under the assigned SEQ No.
+|5. '''Tin No.'''
-#'''ATC Code''' - Alphanumeric Tax Code under SEQ No.
+|Tax Identification Number of the SEQ No.
-#'''Nature of Payment''' - Payment issued on the SEQ No. if it is on Cash or Cheque
+|-
-#'''Payment Amount''' - Payment amount corresponding to its Nature of Payment
+|6. '''Corporation'''
-#'''Tax Rate''' - Tax Applied based on the ATC Code of the SEQ No.
+|Corporation under SEQ No.
-#'''Tax Withheld''' - Any tax deducted at the source.
+|-
+|7. '''Individual'''
 Notes:

← Older revision	Revision as of 06:04, 1 March 2021
Line 1:	Line 1:
	+	<div style="text-align: center;">[[Tax Reports]] \| [[SAWT]] \| [[SAWT Aids]]</div>

	+	== Summary Alphalist of Withholding Taxes ==
	+	[[File:SAWT Menu List.png\|center\|thumb\|1100x1100px\|SAWT Menu List]]
	+
	+
	+	'''Summary Alphalist of Withholding Tax(SAWT)''' at Source serves as a consolidated Alphalist of withholding agents from whom income was received and are subjected to withholding agents in the process.
	+
	+	SAWT Terms in Oojeema Prime
	+
	+	# '''Record Filters'''(Date Range, Item List) - This refers to the set of filters for precise searching of records.
	+	#* Date Range is set automatically by the current month by default.
	+	#* Customer is set to Filter: All by default
	+	#* Item List is set by 10 records per page by default.
	+	# '''Exports''' - refers on how the records want to be exported(by CSV or DAT)
	+	# '''Company Details''' - Refers to the basic information of the [[Company]].
	+	#* This can be updated by visiting the [[Company]] Maintenance Module.
	+	#* Company Details may vary depending on the [[Branch]] chosen which can be seen in Maintenance Module.
	+	# '''SEQ. No''' - Sequence Number of the sumamry
	+	# '''Tin No.''' - Tax Identification Number of the SEQ No.
	+	# '''Corporation''' - Corporation under SEQ No.
	+	# '''Individual''' - The person liable under the assigned SEQ No.
	+	# '''ATC Code''' - Alphanumeric Tax Code under SEQ No.
	+	# '''Nature of Payment''' - Payment issued on the SEQ No. if it is on Cash or Cheque
	+	# '''Payment Amount''' - Payment amount corresponding to its Nature of Payment
	+	# '''Tax Rate''' - Tax Applied based on the ATC Code of the SEQ No.
	+	# '''Tax Withheld''' - Any tax deducted at the source.
	+
	+	Notes:
	+
	+	* For detailed instructions on how to export the SAWT records, the user may visit the SAWT Aids which can be found [[SAWT Aids\|here]].
	+
	+	{\| 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;" \|Categories:
	+	! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" \|'''Modules'''
	+	\|- style="box-sizing: inherit;"
	+	\| style="" \|Maintenance
	+	\| style="" \|[[ATC Code]]<nowiki> \| </nowiki>[[Branch]]<nowiki> \| </nowiki>[[Company]]<nowiki> \| </nowiki>[[Customer]]<nowiki> \| </nowiki>[[Tax]]
	+	\|- style="box-sizing: inherit;"
	+	\| colspan="2" style="vertical-align:middle;text-align:center;" \|'''Job Aid Modules'''
	+	\|- style="box-sizing: inherit;"
	+	\| style="" \|Maintenance Aids
	+	\| style="" \|[[ATC Codes Aids]]<nowiki> \| </nowiki>[[Branch Aids]]<nowiki> \| </nowiki>[[Company Aids]]<nowiki> \| </nowiki>[[Customer Aids]]<nowiki> \| </nowiki>[[Tax Aids]]
	+	\|-
	+	\| colspan="2" style="vertical-align:middle;text-align:center;" \|'''Reports Module([[Reports]])'''
	+	\|-
	+	\|Reports
	+	\|[[Tax Reports]]
	+	\|-
	+	\|Tax Reports
	+	\|[[Sales Journal]]<nowiki> \| </nowiki>[[Purchase Journal]]<nowiki> \| </nowiki>[[VAT Summary]]<nowiki> \| </nowiki>[[BIR Form 2550M]]<nowiki> \| </nowiki>[[BIR Form 2550Q]]<nowiki> \| </nowiki>[[BIR Form 2551Q]]<nowiki> \| </nowiki>[[BIR Form 0619-E]]<nowiki> \| </nowiki>[[BIR Form 1601E-Q]]<nowiki> \| </nowiki>[[BIR Form 1604E]]<nowiki> \| </nowiki>[[Sales Relief]]<nowiki> \| </nowiki>[[Purchase Relief]]<nowiki> \| </nowiki>[[SAWT\|Summary Alphalist of Withholding Tax]]
	+	\|-
	+	\| colspan="2" style="vertical-align:middle;text-align:center;" \|'''Reports Aid'''
	+	\|-
	+	\|Tax Reports
	+	\|[[Sales Journal Aids]]<nowiki> \| </nowiki>[[Purchase Journal Aids]]<nowiki> \| </nowiki>[[VAT Summary Aids]]<nowiki> \| </nowiki>[[BIR Form 2550M Aids]]<nowiki> \| </nowiki>[[BIR Form 2550Q Aids]]<nowiki> \| </nowiki>[[BIR Form 2551Q Aids]]<nowiki> \| </nowiki>[[BIR Form 0619-E Aids]]<nowiki> \| </nowiki>[[BIR Form 1601E-Q Aids]]<nowiki> \| </nowiki>[[BIR Form 1604E Aids]]<nowiki> \| </nowiki>[[Sales Relief Aids]]<nowiki> \| </nowiki>[[Purchase Relief Aids]]<nowiki> \| </nowiki>[[SAWT Aids\|Summary Alphalist of Withholding Taxes Aids]]
	+	\|}