Discussion

Difference between revisions of "ATC Code"

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</div><br /></div>
 
</div><br /></div>
  
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==ATC Codes==
 
Alphanumber Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid.
 
Alphanumber Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid.
  
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<br />
+
===== ATC code list =====
 +
Notes:
  
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======ATC code list======
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*Deactivating ATC Codes restricts the user to use the ATC code in [[Receipt Voucher]].
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[[File:Prime - ATC Code - Record List.png|center|1500x1500px]]
 
  
 +
======Adding ATC codes======
 +
1. Click ATC Codes under Maintenance Module
  
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Notes:
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2. Under ATC Codes Menu Screen, Click Add ATC Codes
  
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*Deactivating ATC Codes restricts the user to use the ATC code in [[Receipt Voucher]].<br />
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3. Fill out the necessary fields then click Save.<br />
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+
{| class="wikitable" style="margin: auto;"
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======Adding ATC codes======
 
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[[File:Prime - ATC Code - Add.png|center|1500x1500px]]
 
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<br />
 
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{| class="wikitable"
 
 
!Field
 
!Field
 
!Description
 
!Description
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|-
 
|-
 
|1.ATC Code
 
|1.ATC Code
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|•Reference Code For ATC
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|•Reference Code for ATC
 
|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
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|•CWT List provided in the field
 
|•CWT List provided in the field
 
|}
 
|}
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Notes
 
  
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*For detailed instructions on how to Add an ATC Code, you can visit the ATC Code Job Aids which can be found [[ATC Codes Aids|here]]
 
  
 
'''Editing ATC codes'''
 
'''Editing ATC codes'''
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[[File:Prime - ATC Code - Edit.png|center|1500x1500px]]
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<br />
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1. Click ATC Codes under Maintenance Module
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{| class="wikitable"
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 +
2. Select a ATC Codes that needs to update its details. Click the drop-down arrow then click Edit.
 +
 
 +
3. Update the necessary fields then click Save.
 +
{| class="wikitable" style="margin: auto;"
 
!Field
 
!Field
 
!Description
 
!Description
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|•CWT List provided in the field
 
|•CWT List provided in the field
 
|}
 
|}
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Notes:
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======Importing and Exporting ATC codes======
 +
1. Under ATC Codes Screen, Click Options
  
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*For detailed instructions on how to Edit an ATC Code, you can visit the ATC Code Job Aids which can be found [[ATC Codes Aids|here]]
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2. Under Options, The user may Export or Import The Record
  
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<br />'''Viewing ATC codes'''
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*When Exporting the records, the user may also use the filter options through tabs for precise searching and exporting of records.
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[[File:Prime - ATC Code - View.png|center|1500x1500px]]
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*When Importing the records, the user should follow the following steps provided in the Importing ATC Codes Screen such as
 +
**Downloading the template link provided under Step 1.
 +
**Filling up the information needed for each columns of the template
 +
**Uploading the updated Template
  
 +
{| 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;"
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|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |ATC Codes Import Details
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! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Field'''
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! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Description'''
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! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Allowed Inputs'''
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! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Input Restrictions'''
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! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Required Field?'''
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|- style="box-sizing: inherit;"
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| style="" |1. ATC Code
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| style="" |Reference Code for ATC
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| style="vertical-align:middle;text-align:left;" |*Alphanumeric
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<nowiki>*</nowiki>Dash "-"
  
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Notes:
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<nowiki>*</nowiki>Underscore "_"
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| style="" |*Other Special Characters
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| style="vertical-align:middle;text-align:center;" |Yes
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|- style="box-sizing: inherit;"
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| style="" |2. Tax Rate
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| style="" |Tax Percentage to be applied on the ATC Code
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| style="" |*Numeric
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| style="" |*Any Inputs except numeric
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| style="vertical-align:middle;text-align:center;" |Yes
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|- style="box-sizing: inherit;"
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| style="" |3. Tax Code
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| style="" |Tax Code Reference for the ATC Code
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| style="" |*Alphanumeric
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<nowiki>*</nowiki>Dash "-"
  
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* For detailed instructions on how to View an ATC Code, you can visit the ATC Code Job Aids which can be found [[ATC Codes Aids|here]]
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<nowiki>*</nowiki>Underscore "_"
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| style="" |*Other Special Characters
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<br />
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| style="vertical-align:middle;text-align:center;" |Yes
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======ATC code options======
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|- style="box-sizing: inherit;"
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[[File:Prime - ATC Code - Option List.png|center|670x670px]]
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| style="" |4. Description
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| style="" |Description of ATC Code
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| style="" |*Alphanumeric
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Notes:
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<nowiki>*</nowiki>Special Character
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| style="" |*None
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*For detailed instructions on how to Import and Export an ATC Code, you can visit the ATC Code Job Aids which can be found [[ATC Codes Aids|here]]
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| style="vertical-align:middle;text-align:center;" |Yes
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|- style="box-sizing: inherit;"
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<br />
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| style="" |5. EWT Account Code
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======Importing ATC codes======
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| style="" |Account Code for Expanding Withholding Tax
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[[File:Prime - ATC Code - Importing Option.png|center|871x871px]]
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| style="" |*Liabilities Account Codes under Account List provided in [[Chart of Account]] Maintenance Module
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| style="" |*Any inputs not mentioned in the allowed inputs
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| style="vertical-align:middle;text-align:center;" |Yes
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Notes:
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|- style="box-sizing: inherit;"
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| style="" |6. CWT Account Code
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*For detailed instructions on how to Import an ATC Code, you can visit the ATC Code Job Aids which can be found [[ATC Codes Aids|here]]<br />
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| style="" |Account Code for Creditable Withholding Tax
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| style="" |*Account Code of Creditable Withholding Tax provided in [[Chart of Account]] Maintenance Module
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| style="" |*Any inputs not mentioned in the allowed inputs
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| style="vertical-align:middle;text-align:center;" |Yes
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|}
  
 
======ATC record options======
 
======ATC record options======
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[[File:Prime - ATC Code - Record Option.png|center|224x224px]]
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{| 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;" data-ve-attributes="{&quot;style&quot;:&quot;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;&quot;}"
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<br />
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|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;&quot;}" |Actions Available base from ATC Code Record Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |View
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! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Edit
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! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Deactivate
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! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Activate
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! style="background-color:rgb(234, 236, 240);text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;background-color:rgb(234, 236, 240);text-align:center;&quot;}" |Delete
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|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |'''ACTIVE'''
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
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|- style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}"
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| style="" data-ve-attributes="{&quot;style&quot;:&quot;&quot;}" |'''INACTIVE'''
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |☑
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| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |
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|}
  
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*For detailed instructions on how to View, Edit, Deactivate and Delete an ATC Code, you can visit the ATC Code Job Aids which can be found [[ATC Codes Aids|here]]
+
* The user may Edit the ATC Code while under view mode.
 +
* Inactive [[Chart of Account|Chart of Accounts]] Record cannot be used in ATC Code
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* Used ATC Code cannot be deleted.
 +
* 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"
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{| class="wikitable" style="margin: auto;"
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
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|Financials
 
|Financials
 
|[[Receipt Voucher]]
 
|[[Receipt Voucher]]
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|-
 
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
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|-
 
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|Maintenance Aids
 
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|[[Chart of Accounts Aids]]<nowiki> | </nowiki>[[Account Codes]]<nowiki> | </nowiki>[[ATC Codes Aids]]<nowiki> | </nowiki>[[Tax Aids]]
 
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|-
 
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|Financials
 
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|[[Receipt Voucher Aids|Receipts Voucher Aids]]
 
 
|}<br />
 
|}<br />

Revision as of 14:51, 15 December 2021

ATC Codes

Alphanumber Tax Codes or ATC Codes or ATCs are codes used to identify the type of tax that has to be paid.

ATC code list

Notes:

  • Deactivating ATC Codes restricts the user to use the ATC code in Receipt Voucher.
Adding ATC codes

1. Click ATC Codes under Maintenance Module

2. Under ATC Codes Menu Screen, Click Add ATC Codes

3. Fill out the necessary fields then click Save.

Field Description Expected Values
1.ATC Code •Reference Code for ATC •Alphanumeric
2.Tax Code •Tax Code Reference for the ATC Code •Alphanumeric
3.Description •Description of the ATC Code •Alphanumeric
4.Tax Rate •Tax Percentage Rate to be Applied on the ATC Code •Numeric
5.EWT •Expanded Withholding Tax •EWT List provided in the field
6.CWT •Credit Withholding Tax •CWT List provided in the field


Editing ATC codes

1. Click ATC Codes under Maintenance Module

2. Select a ATC Codes that needs to update its details. Click the drop-down arrow then click Edit.

3. Update the necessary fields then click Save.

Field Description Expected Values
1.ATC Code •Reference Code For ATC •Alphanumeric
2.Tax Code •Tax Code Reference for the ATC Code •Alphanumeric
3.Description •Description of the ATC Code •Alphanumeric
4.Tax Rate •Tax Percentage Rate to be Applied on the ATC Code •Numeric
5.EWT •Expanded Withholding Tax •EWT List provided in the field
6.CWT •Credit Withholding Tax •CWT List provided in the field
Importing and Exporting ATC codes

1. Under ATC Codes 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.
  • When Importing the records, the user should follow the following steps provided in the Importing ATC Codes Screen such as
    • Downloading the template link provided under Step 1.
    • Filling up the information needed for each columns of the template
    • Uploading the updated Template
ATC Codes Import Details
Field Description Allowed Inputs Input Restrictions Required Field?
1. ATC Code Reference Code for ATC *Alphanumeric

*Dash "-"

*Underscore "_"

*Other Special Characters Yes
2. Tax Rate Tax Percentage to be applied on the ATC Code *Numeric *Any Inputs except numeric Yes
3. Tax Code Tax Code Reference for the ATC Code *Alphanumeric

*Dash "-"

*Underscore "_"

*Other Special Characters Yes
4. Description Description of ATC Code *Alphanumeric

*Special Character

*None Yes
5. EWT Account Code Account Code for Expanding Withholding Tax *Liabilities Account Codes under Account List provided in Chart of Account Maintenance Module *Any inputs not mentioned in the allowed inputs Yes
6. CWT Account Code Account Code for Creditable Withholding Tax *Account Code of Creditable Withholding Tax provided in Chart of Account Maintenance Module *Any inputs not mentioned in the allowed inputs Yes
ATC record options
Actions Available base from ATC Code Record Status
Status View Edit Deactivate Activate Delete
ACTIVE ☑ ☑ ☑ ☑
INACTIVE ☑ ☑ ☑
  • The user may Edit the ATC Code while under view mode.
  • Inactive Chart of Accounts Record cannot be used in ATC Code
  • Used ATC Code cannot be deleted.
  • 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 | Chart of Account | ATC Code | Tax
Financials Receipt Voucher


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