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Difference between revisions of "Tax"
(Tag: Visual edit) |
(Tag: Visual edit) |
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<div style="text-align: center;"> | <div style="text-align: center;"> | ||
| − | [[Maintenance]] | [[Tax]] | [[Chart of Account]] | + | [[Maintenance]] | [[Tax Aids]] | [[Chart of Account]] |
</div> | </div> | ||
==Tax== | ==Tax== | ||
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[[File:Tax Record List.png|center|thumb|Tax Record List]]Notes: | [[File:Tax Record List.png|center|thumb|Tax Record List]]Notes: | ||
| − | *Tax, as long as its status is | + | *Tax, as long as its status is '''ACTIVE''' can be used in the following modules: |
**[[Sales Quotation]] | **[[Sales Quotation]] | ||
**[[Sales Order]] | **[[Sales Order]] | ||
| Line 93: | Line 93: | ||
*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]] | + | *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===== | =====Tax Options===== | ||
[[File:Tax Options.png|center|thumb|Tax Options]]Notes: | [[File:Tax Options.png|center|thumb|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 [[Tax Aids|here]]<br /> | + | *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 /> |
=====Tax Importing Option===== | =====Tax Importing Option===== | ||
[[File:Tax Importing Option.png|center|thumb|Tax Importing Option]]Notes: | [[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]] | + | *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]] |
=====Tax Record Option===== | =====Tax Record Option===== | ||
[[File:Tax Record Option.png|center|thumb|Tax Record Option]]Notes: | [[File:Tax Record Option.png|center|thumb|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 [[Tax Aids|here]] | + | *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]] |
=====Tax View Record===== | =====Tax View Record===== | ||
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|- | |- | ||
|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''' | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
Revision as of 13:01, 19 April 2021
Contents
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:
- 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 Sales Invoice cannot be edited
- Past Transactions with INACTIVE tax can still be used prior to its deactivation but for new transactions, INACTIVE tax cannot be used.
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
- 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 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
| 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 |