Discussion

Difference between revisions of "Tax"

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'''Tax'''
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== Tax ==
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This maintenance screen allows the user to configure and add tax types to be used on their transactions.
 
This maintenance screen allows the user to configure and add tax types to be used on their transactions.
  
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'''Tax Record List'''
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===== Tax Record List =====
 
[[File:Tax Record List.png|center|thumb|Tax Record List]]
 
[[File:Tax Record List.png|center|thumb|Tax Record List]]
  
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=====  Adding Tax =====
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'''Adding Tax'''
 
 
[[File:Adding Tax.png|center|thumb|866x866px|Adding Tax]]
 
[[File:Adding Tax.png|center|thumb|866x866px|Adding Tax]]
 
{| class="wikitable"
 
{| class="wikitable"
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Notes:
 
Notes:
  
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* Tax Code is a unique required field in the Module. This field cannot be edited once the Tax Record is created.
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*Tax Code is a unique required field in the Module. This field cannot be edited once the Tax Record is created.
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* Tax Count is a required field. Accounts can be used from Chart of Accounts as long as the status of that account is "ACTIVE"
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*Tax Count is a required field. Accounts can be used from Chart of Accounts as long as the status of that account is "ACTIVE"
  
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'''Editing Tax'''
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===== Editing Tax =====
 
[[File:Editing Tax.png|center|thumb|866x866px|Editing Tax]]
 
[[File:Editing Tax.png|center|thumb|866x866px|Editing Tax]]
 
{| class="wikitable"
 
{| class="wikitable"
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|}Notes:
 
|}Notes:
  
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* Tax Count is a required field. Accounts can be used from Chart of Accounts as long as the status of that account is "ACTIVE"
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*Tax Count is a required field. Accounts can be used from Chart of Accounts as long as the status of that account is "ACTIVE"
  
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'''Tax Options'''
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===== Tax Options =====
 
[[File:Tax Options.png|center|thumb|Tax Options]]
 
[[File:Tax Options.png|center|thumb|Tax Options]]
  
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=====  Tax Importing Option =====
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'''Tax Importing Option'''
 
 
[[File:Tax Importing Option.png|center|thumb|Tax Importing Option]]
 
[[File:Tax Importing Option.png|center|thumb|Tax Importing Option]]
  
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=====  Tax Record Option =====
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'''Tax Record Option'''
 
 
[[File:Tax Record Option.png|center|thumb|Tax Record Option]]
 
[[File:Tax Record Option.png|center|thumb|Tax Record Option]]
  
 
Notes:
 
Notes:
  
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* Tax, as long as its status is "ACTIVE" can be used in the following modules:
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*Tax, as long as its status is "ACTIVE" can be used in the following modules:
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** Sales Quotation
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**Sales Quotation
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** Sales Order
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**Sales Order
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** Sales Invoice
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**Sales Invoice
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** Purchase Order
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**Purchase Order
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** Accounts Payable
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**Accounts Payable
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** Accounts Receivable
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**Accounts Receivable
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*** Accounts Receivable generated from SI cannot be edited
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***Accounts Receivable generated from SI cannot be edited
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** Credit Memo
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**Credit Memo
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** Debit Memo
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**Debit Memo
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** Disbursement Voucher
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**Disbursement Voucher
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** Journal Voucher
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**Journal Voucher
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** Payment Voucher
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**Payment Voucher
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** Receipt Voucher
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**Receipt Voucher
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* Past Transactions with INACTIVE tax can still be used but for new transactions, INACTIVE tax cannot be used.
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*Past Transactions with INACTIVE tax can still be used but for new transactions, INACTIVE tax cannot be used.
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'''Tax View Record'''
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=====  Tax View Record =====
 
[[File:Tax View Record.png|center|thumb|Tax View Record]]
 
[[File:Tax View Record.png|center|thumb|Tax View Record]]
 
<br />Notes:
 
<br />Notes:
  
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* The user can edit the details while viewing the record.
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*The user can edit the details while viewing the record.

Revision as of 13:37, 28 December 2020

Tax

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

Tax Record List
File:Tax Record List.png
Tax Record List
Adding Tax
File:Adding Tax.png
Adding Tax
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 Apply when applying tax •Number
5.Tax Type •Nature of Tax •Tax Type Field List
6.Tax Account •Account to be applied when applying tax •Account List under Chart of Account Maintenance Module
7.Transaction Type •Type of Transaction when applying Tax •Sales/Purchase/Both

Notes:

  • Tax Code is a unique required field in the Module. This field cannot be edited once the Tax Record is created.
  • Tax Count is a required field. Accounts can be used from Chart of Accounts as long as the status of that account is "ACTIVE"
Editing Tax
File:Editing Tax.png
Editing Tax
Field Description Expected Output
1.Tax Name •Name of Tax •Alphanumeric
2.Tax Description •Description of Tax •Alphanumeric
3.Tax Rate •Rate to be Apply when applying tax •Number
4.Tax Type •Nature of Tax •Tax Type Field List
5.Tax Account •Account to be applied when applying tax •Account List under Chart of Account Maintenance Module
6.Transaction Type •Type of Transaction when applying Tax •Sales/Purchase/Both

Notes:

  • Tax Count is a required field. Accounts can be used from Chart of Accounts as long as the status of that account is "ACTIVE"
Tax Options
File:Tax Options.png
Tax Options
Tax Importing Option
File:Tax Importing Option.png
Tax Importing Option
Tax Record Option
File:Tax Record Option.png
Tax Record Option

Notes:

  • Tax, as long as its status is "ACTIVE" can be used in the following modules:
    • Sales Quotation
    • Sales Order
    • Sales Invoice
    • Purchase Order
    • Accounts Payable
    • Accounts Receivable
      • Accounts Receivable generated from SI cannot be edited
    • Credit Memo
    • Debit Memo
    • Disbursement Voucher
    • Journal Voucher
    • Payment Voucher
    • Receipt Voucher
  • Past Transactions with INACTIVE tax can still be used but for new transactions, INACTIVE tax cannot be used.
Tax View Record
File:Tax View Record.png
Tax View Record


Notes:

  • The user can edit the details while viewing the record.
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