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Difference between revisions of "Tax"

(Created page with "'''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|center|th...")
 
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|•Sales/Purchase/Both
 
|•Sales/Purchase/Both
 
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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 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'''
 
'''Editing Tax'''
 
[[File:Editing Tax.png|center|thumb|866x866px|Editing Tax]]
 
[[File:Editing Tax.png|center|thumb|866x866px|Editing Tax]]
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|•Type of Transaction when applying Tax
 
|•Type of Transaction when applying Tax
 
|•Sales/Purchase/Both
 
|•Sales/Purchase/Both
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|}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 Options'''
 
'''Tax Options'''
 
[[File:Tax Options.png|center|thumb|Tax Options]]
 
[[File:Tax Options.png|center|thumb|Tax Options]]
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'''Tax Record Option'''
 
'''Tax Record Option'''
 
[[File:Tax Record Option.png|center|thumb|Tax Record Option]]
 
[[File:Tax Record Option.png|center|thumb|Tax Record Option]]
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Notes:
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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 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.
  
  
 
'''Tax View Record'''
 
'''Tax View Record'''
 
[[File:Tax View Record.png|center|thumb|Tax View Record]]
 
[[File:Tax View Record.png|center|thumb|Tax View Record]]
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<br />Notes:
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* The user can edit the details while viewing the record.

Revision as of 10:52, 28 October 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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