Discussion

Difference between revisions of "Tax"

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== Tax ==
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<div style="text-align: center;">
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[[Maintenance]] | [[Tax]] | [[Chart of Account]]
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</div>
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==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.
  
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===== Tax Record List =====
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=====Tax Record List=====
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[[File:Tax Record List.png|center|thumb|Tax Record List]]
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[[File:Tax Record List.png|center|thumb|Tax Record List]]Notes:
  
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===== Adding Tax =====
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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 Order]]
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**[[Sales Invoice]]
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**[[Purchase Order]]
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**[[Accounts Payable]]
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**[[Accounts Receivable]]
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***Accounts Receivable generated from Sales Invoice cannot be edited
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*Past Transactions with '''INACTIVE''' tax can still be used prior to its deactivation but for new transactions, '''INACTIVE''' tax cannot be used.
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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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*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.
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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 Account]] as long as the status of that account is '''ACTIVE'''
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*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]]
  
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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 Account|Chart of Accounts]] as long as the status of that account is '''ACTIVE'''
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**The status of Accounts can be seen in [[Chart of Account]] Maintenance Module
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* 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]]
  
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===== Tax Options =====
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=====Tax Options=====
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[[File:Tax Options.png|center|thumb|Tax Options]]
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[[File:Tax Options.png|center|thumb|Tax Options]]Notes:
  
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=====  Tax Importing Option =====
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* 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 />
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[[File:Tax Importing Option.png|center|thumb|Tax Importing Option]]
 
  
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===== Tax Record Option =====
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=====Tax Importing Option=====
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[[File:Tax Record Option.png|center|thumb|Tax Record Option]]
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[[File:Tax Importing Option.png|center|thumb|Tax Importing Option]]Notes:
  
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Notes:
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* 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]]
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=====Tax Record Option=====
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[[File:Tax Record Option.png|center|thumb|Tax Record Option]]Notes:
  
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*Tax, as long as its status is "ACTIVE" can be used in the following modules:
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* 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]]
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**Sales Quotation
 
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**Sales Order
 
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**Sales Invoice
 
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**Purchase Order
 
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**Accounts Payable
 
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**Accounts Receivable
 
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***Accounts Receivable generated from SI cannot be edited
 
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**Credit Memo
 
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**Debit Memo
 
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**Disbursement Voucher
 
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**Journal Voucher
 
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**Payment 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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===== 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:
  
 
*The user can edit the details while viewing the record.
 
*The user can edit the details while viewing the record.
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*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]]
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Chart of Account]]
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|-
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|Sales
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|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Purchase
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|[[Purchase Order]]
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|-
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|Financials
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|[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]
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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>[[Tax Aids]]
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|-
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|Sales Aids
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
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|-
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|Purchase Aids
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|[[Purchase Order Aid]]
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|-
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|Financials Aids
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|[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Accounts Receivable Aids]]
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|}

Revision as of 11:40, 29 January 2021

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

Notes:

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 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 here
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
  • For further instructions on how to edit a Tax Record, the user may visit the Tax Job aids which can be found here
Tax Options
File:Tax Options.png
Tax Options

Notes:

  • For further instructions on how to Import and Export a Tax Record, the user may visit the Tax Job aids which can be found here
Tax Importing Option
File:Tax Importing Option.png
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 here
Tax Record Option
File:Tax Record Option.png
Tax Record Option

Notes:

  • 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 here
Tax View Record
File:Tax View Record.png
Tax View Record


Notes:

  • 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 here
Categories:
Modules
Maintenance Maintenance | Tax | Chart of Account
Sales Sales Quotation | Sales Order | Sales Invoice
Purchase Purchase Order
Financials Accounts Payable | Accounts Receivable
Job Aid Modules
Maintenance Aids Chart of Accounts Aids | Tax Aids
Sales Aids Sales Quotation Aids | Sales Order Aids | Sales Invoice Aids
Purchase Aids Purchase Order Aid
Financials Aids Accounts Payable Aids | Accounts Receivable Aids
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