Difference between revisions of "Tax"

 
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<div style="text-align: center;">
 
<div style="text-align: center;">
[[Maintenance]] | [[Tax]] | [[Chart of Account]]
+
[[Maintenance]] | [[Chart of Account]]
 
</div>
 
</div>
 
==Tax==
 
==Tax==
 
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.
 +
=====Requirements before using Tax=====
 +
 +
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Tax]]
 +
*#[[Chart of Account]]
  
 
=====Tax Record List=====
 
=====Tax Record List=====
[[File:Tax Record List.png|center|thumb|Tax Record List]]Notes:
+
[[File:Maintenance - Tax - Record List.png|border|center|1500x1500px]]
  
*Tax, as long as its status is "ACTIVE" can be used in the following modules:
+
 
 +
Notes:
 +
 
 +
*Tax, as long as its status is '''ACTIVE''' can be used in the following modules:
 
**[[Sales Quotation]]
 
**[[Sales Quotation]]
 
**[[Sales Order]]
 
**[[Sales Order]]
Line 18: Line 25:
 
*Past Transactions with '''INACTIVE''' tax can still be used prior to its deactivation but for new transactions, '''INACTIVE''' tax cannot be used.
 
*Past Transactions with '''INACTIVE''' tax can still be used prior to its deactivation but for new transactions, '''INACTIVE''' tax cannot be used.
  
=====Adding Tax=====
+
=====Adding Tax Record=====
[[File:Adding Tax.png|center|thumb|866x866px|Adding Tax]]
+
 
{| class="wikitable"
+
#Click [[Tax]] under Maintenance Menu
!Field
+
#Under Tax Menu Screen, Click '''Add Tax'''
!Description
+
#Fill out the necessary fields then Click Save. Note: Fields with * are require fields
!Expected Output
+
 
 +
[[File:Maintenance - Tax - Add.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1.Tax Code
 
|1.Tax Code
 
|•Reference Code for Tax
 
|•Reference Code for Tax
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" |*Alphanumeric
 +
 
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |10
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.Tax Name
 
|2.Tax Name
 
|•Name of Tax
 
|•Name of Tax
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |50
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.Tax Description
 
|3.Tax Description
 
|•Description of Tax
 
|•Description of Tax
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |100
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|4.Tax Rate
 
|4.Tax Rate
 
|•Rate to be Apply when applying tax
 
|•Rate to be Apply when applying tax
|•Number
+
| style="vertical-align:middle;text-align:left;" |*Numeric
 +
| style="vertical-align:middle;text-align:center;" |*Alphabet
 +
 
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" |5
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|5.Tax Type
 
|5.Tax Type
 
|•Nature of Tax
 
|•Nature of Tax
|•Tax Type Field List
+
| style="vertical-align:middle;text-align:left;" |*Input Tax
 +
<nowiki>*</nowiki>Output Tax
 +
 
 +
<nowiki>*</nowiki>Percentage Tax
 +
 
 +
<nowiki>*</nowiki>Withholding Tax
 +
| style="vertical-align:middle;text-align:center;" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|6.Tax Account
 
|6.Tax Account
 
|•Account to be applied when applying tax
 
|•Account to be applied when applying tax
|•Account List under Chart of Account Maintenance Module
+
| style="vertical-align:middle;text-align:left;" |*Account Code under Account List provided  in Chart of Account Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|7.Transaction Type
 
|7.Transaction Type
 
|•Type of Transaction when applying Tax
 
|•Type of Transaction when applying Tax
|•Sales/Purchase/Both
+
| style="vertical-align:middle;text-align:left;" |*Sales
 +
<nowiki>*</nowiki>Purchase
 +
 
 +
<nowiki>*</nowiki>Both
 +
| style="vertical-align:middle;text-align:center;" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|}
 
|}
 
Notes:
 
Notes:
Line 57: Line 108:
 
*Tax Code is a unique required field in the Module. This field cannot be edited once the Tax Record is created.
 
*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 Account]] as long as the status of that account is '''ACTIVE'''
 
*Tax Count is a required field. Accounts can be used from [[Chart of Account]] as long as the status of that account is '''ACTIVE'''
*For detailed instructions on how to create a Tax Record, the user may visit the Tax Maintenance Code which can be found [[Tax Aids|here]]
 
  
=====Editing Tax=====
+
=====View Tax Record=====
[[File:Editing Tax.png|center|thumb|866x866px|Editing Tax]]
+
 
{| class="wikitable"
+
#Go to Maintenance then click [[Tax]]
!Field
+
#Select a Tax that needs to view its details. Click the drop-down arrow then click View.
!Description
+
#The user has an option to Edit the Tax Record upon viewing it.
!Expected Output
+
 
 +
[[File:Maintenance - Tax - View.png|border|center|1500x1500px]]
 +
<br />
 +
=====Editing Tax Record=====
 +
 
 +
#Go to Maintenance then click [[Tax]]
 +
#Select the Tax that needs an update. Click the drop-down arrow then click '''Edit'''
 +
#Update the necessary Fields and Click '''Save'''
 +
 
 +
[[File:Maintenance - Tax - Edit.png|border|center|1500x1500px]]
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
|1.Tax Name
+
|1.Tax Code
 +
|•Reference Code for Tax
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |10
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|-
 +
|2.Tax Name
 
|•Name of Tax
 
|•Name of Tax
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
|2.Tax Description
+
|3.Tax Description
 
|•Description of Tax
 
|•Description of Tax
|•Alphanumeric
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |100
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
|3.Tax Rate
+
|4.Tax Rate
 
|•Rate to be Apply when applying tax
 
|•Rate to be Apply when applying tax
|•Number
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*Alphabet
 +
 
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |5
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
|4.Tax Type
+
|5.Tax Type
 
|•Nature of Tax
 
|•Nature of Tax
|•Tax Type Field List
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Input Tax
 +
<nowiki>*</nowiki>Output Tax
 +
 
 +
<nowiki>*</nowiki>Percentage Tax
 +
 
 +
<nowiki>*</nowiki>Withholding Tax
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
|5.Tax Account
+
|6.Tax Account
 
|•Account to be applied when applying tax
 
|•Account to be applied when applying tax
|•Account List under Chart of Account Maintenance Module
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Account Code under Account List provided  in Chart of Account Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
|6.Transaction Type
+
|7.Transaction Type
 
|•Type of Transaction when applying Tax
 
|•Type of Transaction when applying Tax
|•Sales/Purchase/Both
+
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Sales
|}Notes:
+
<nowiki>*</nowiki>Purchase
 +
 
 +
<nowiki>*</nowiki>Both
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|}<br />
 +
 
 +
Notes:
  
 
*Tax Count is a required field. Accounts can be used from [[Chart of Account|Chart of Accounts]] as long as the status of that account is '''ACTIVE'''
 
*Tax Count is a required field. Accounts can be used from [[Chart of Account|Chart of Accounts]] as long as the status of that account is '''ACTIVE'''
 
**The status of Accounts can be seen in [[Chart of Account]] Maintenance Module
 
**The status of Accounts can be seen in [[Chart of Account]] Maintenance Module
* For further instructions on how to edit a Tax Record, the user may visit the Tax Job aids which can be found [[Tax Aids|here]]
 
  
=====Tax Options=====
+
=====Importing and Exporting Option=====
[[File:Tax Options.png|center|thumb|Tax Options]]Notes:
+
1. Under Tax Maintenance Screen, Click Options
  
* For further instructions on how to Import and Export a Tax Record, the user may visit the Tax Job aids which can be found [[Tax Aids|here]]<br />
+
2. Under Options, The user may Export or Import The Record
  
=====Tax Importing Option=====
+
*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
[[File:Tax Importing Option.png|center|thumb|Tax Importing Option]]Notes:
 
  
* For further instructions on how to Import a Tax Record, the user may visit the Tax Job aids which can be found [[Tax Aids|here]]
+
[[File:Maintenance - Tax - Export.png|border|center|1500x1500px]]
 +
<br />
  
=====Tax Record Option=====
+
*When Importing the records, the user should follow the following steps provided in the Importing Tax Screen such as
[[File:Tax Record Option.png|center|thumb|Tax Record Option]]Notes:
+
 
 +
[[File:Maintenance - Tax - Import.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 +
|-
 +
|1.Tax Code
 +
|•Reference Code for Tax
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
|-
 +
|2.Tax Name
 +
|•Name of Tax
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |50
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|3.Tax Description
 +
|•Description of Tax
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |100
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|4.Tax Rate
 +
|•Rate to be Apply when applying tax
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |*Alphabet
 +
 
 +
<nowiki>*</nowiki>Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |5
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|5.Tax Type
 +
|•Nature of Tax
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Input Tax
 +
<nowiki>*</nowiki>Output Tax
 +
 
 +
<nowiki>*</nowiki>Percentage Tax
 +
 
 +
<nowiki>*</nowiki>Withholding Tax
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|6.Tax Account
 +
|•Account to be applied when applying tax
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Account Code under Account List provided  in Chart of Account Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|7.Transaction Type
 +
|•Type of Transaction when applying Tax
 +
| style="vertical-align:middle;text-align:left;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:left;&quot;}" |*Sales
 +
<nowiki>*</nowiki>Purchase
 +
 
 +
<nowiki>*</nowiki>Both
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|}
 +
=====<span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Tax Record</span></span></span></span>=====
 +
Tax can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Tax - Activate1.png|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Activate Button for activating multiple record
 +
 
 +
[[File:Maintenance - Tax - Activate2.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Tax Record</span></span></span></span>=====
 +
Tax can be deactivated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 
 +
[[File:Maintenance - Tax - Deactivate1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Deactivate Button for deactivating multiple record
 +
 
 +
[[File:Maintenance - Tax - Deactivate2.png|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Tax Record</span></span></span></span>=====
 +
Tax can be deleted in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deletion
  
* For further instructions on how to View, Edit, Deactivate/Activate and Delete a Tax Record, the user may visit the Tax Job aids which can be found [[Tax Aids|here]]
+
[[File:Maintenance - Tax - Delete1.png|border|center|1501x1501px]]
 +
<br />
  
=====Tax View Record=====
+
*Using Delete Button for deleting multiple record
[[File:Tax View Record.png|center|thumb|Tax View Record]]
+
 
<br />Notes:
+
[[File:Maintenance - Tax - Delete2.png|border|center|1501x1501px]]
 +
<br />
 +
=====Tax Record Option=====
 +
{| 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: auto; 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;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base on Tax Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''ACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''INACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
|}
 +
Notes:
  
 
*The user can edit the details while viewing the record.
 
*The user can edit the details while viewing the record.
*For further instructions on how to Import and Export a Tax Record, the user may visit the Tax Job aids which can be found [[Tax Aids|here]]
+
*Tax that has been in transactions or other maintenance modules cannot be deleted.
 +
*'''INACTIVE''' Tax cannot be used in the transaction but the '''INACTIVE''' Tax on the past transactions can still use it.
 +
*Activating/Deactivating and Deleting of Records can be done in two ways.
 +
**For single records, the user may use the drop down arrow then the action that need to perform.
 +
**For multiple records, the user may tick the records then click the action button that need to perform
 +
***Click the Yes in the confirmation to proceed on the action taken.
  
{| class="wikitable"
+
<br />
 +
{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
 
|-
 
|-
 
|Maintenance
 
|Maintenance
|[[Maintenance]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Chart of Account]]
+
|[[Maintenance]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[ATC Code]]<nowiki> | </nowiki>[[Chart of Account]]
 
|-
 
|-
 
|Sales
 
|Sales
Line 131: Line 369:
 
|-
 
|-
 
|Financials
 
|Financials
|[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]
+
|[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
|-
 
|Maintenance Aids
 
|[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Tax Aids]]
 
|-
 
|Sales Aids
 
|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
 
|-
 
|Purchase Aids
 
|[[Purchase Order Aid]]
 
 
|-
 
|-
|Financials Aids
+
|Inventory
|[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aids]]
+
|[[Inventory Adjustment]]
 
|}
 
|}
 +
[[Category:Maintenance]]

Latest revision as of 11:59, 11 April 2022

Tax

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

Requirements before using Tax
Tax Record List
Maintenance - Tax - Record List.png


Notes:

Adding Tax Record
  1. Click Tax under Maintenance Menu
  2. Under Tax Menu Screen, Click Add Tax
  3. Fill out the necessary fields then Click Save. Note: Fields with * are require fields
Maintenance - Tax - Add.png


Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Tax Code •Reference Code for Tax *Alphanumeric

*Special Characters

None 10 Yes
2.Tax Name •Name of Tax *Alphanumeric

*Special Characters

None 50 Yes
3.Tax Description •Description of Tax *Alphanumeric

*Special Characters

None 100 No
4.Tax Rate •Rate to be Apply when applying tax *Numeric *Alphabet

*Special Characters

5 Yes
5.Tax Type •Nature of Tax *Input Tax

*Output Tax

*Percentage Tax

*Withholding Tax

Any inputs not mentioned in the required inputs N/A Yes
6.Tax Account •Account to be applied when applying tax *Account Code under Account List provided  in Chart of Account Maintenance Module Any inputs not mentioned in the required inputs N/A Yes
7.Transaction Type •Type of Transaction when applying Tax *Sales

*Purchase

*Both

Any inputs not mentioned in the required inputs N/A Yes

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 Account as long as the status of that account is ACTIVE
View Tax Record
  1. Go to Maintenance then click Tax
  2. Select a Tax that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to Edit the Tax Record upon viewing it.
Maintenance - Tax - View.png


Editing Tax Record
  1. Go to Maintenance then click Tax
  2. Select the Tax that needs an update. Click the drop-down arrow then click Edit
  3. Update the necessary Fields and Click Save
Maintenance - Tax - Edit.png
Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Tax Code •Reference Code for Tax None None 10 Yes
2.Tax Name •Name of Tax *Alphanumeric

*Special Characters

None 50 Yes
3.Tax Description •Description of Tax *Alphanumeric

*Special Characters

None 100 No
4.Tax Rate •Rate to be Apply when applying tax *Numeric *Alphabet

*Special Characters

5 Yes
5.Tax Type •Nature of Tax *Input Tax

*Output Tax

*Percentage Tax

*Withholding Tax

Any inputs not mentioned in the required inputs N/A Yes
6.Tax Account •Account to be applied when applying tax *Account Code under Account List provided  in Chart of Account Maintenance Module Any inputs not mentioned in the required inputs N/A Yes
7.Transaction Type •Type of Transaction when applying Tax *Sales

*Purchase

*Both

Any inputs not mentioned in the required inputs N/A Yes


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
Importing and Exporting Option

1. Under Tax Maintenance Screen, Click Options

2. Under Options, The user may Export or Import The Record

  • When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
Maintenance - Tax - Export.png


  • When Importing the records, the user should follow the following steps provided in the Importing Tax Screen such as
Maintenance - Tax - Import.png


Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Tax Code •Reference Code for Tax N/A N/A N/A N/A
2.Tax Name •Name of Tax *Alphanumeric

*Special Characters

None 50 Yes
3.Tax Description •Description of Tax *Alphanumeric

*Special Characters

None 100 No
4.Tax Rate •Rate to be Apply when applying tax *Numeric *Alphabet

*Special Characters

5 Yes
5.Tax Type •Nature of Tax *Input Tax

*Output Tax

*Percentage Tax

*Withholding Tax

Any inputs not mentioned in the required inputs N/A Yes
6.Tax Account •Account to be applied when applying tax *Account Code under Account List provided  in Chart of Account Maintenance Module Any inputs not mentioned in the required inputs N/A Yes
7.Transaction Type •Type of Transaction when applying Tax *Sales

*Purchase

*Both

Any inputs not mentioned in the required inputs N/A Yes
Activating Tax Record

Tax can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Tax - Activate1.png


  • Using Activate Button for activating multiple record
Maintenance - Tax - Activate2.png


Deactivating Tax Record

Tax can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Tax - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Tax - Deactivate2.png


Deleting Tax Record

Tax can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Tax - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Tax - Delete2.png


Tax Record Option
Actions Available base on Tax Record Status
Status View Edit Deactivate Activate Delete
ACTIVE
INACTIVE

Notes:

  • The user can edit the details while viewing the record.
  • Tax that has been in transactions or other maintenance modules cannot be deleted.
  • INACTIVE Tax cannot be used in the transaction but the INACTIVE Tax on the past transactions can still use it.
  • Activating/Deactivating and Deleting of Records can be done in two ways.
    • For single records, the user may use the drop down arrow then the action that need to perform.
    • For multiple records, the user may tick the records then click the action button that need to perform
      • Click the Yes in the confirmation to proceed on the action taken.


Categories:
Modules
Maintenance Maintenance | Tax | ATC Code | Chart of Account
Sales Sales Quotation | Sales Order | Sales Invoice
Purchase Purchase Order
Financials Accounts Payable | Accounts Receivable
Inventory Inventory Adjustment