Tax

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

Notes:

Tax Menu List

Tax Menu List
Field	Description	Expected Output
1. Options Menu	List of Options available when checking the Tax	Add Tax - Allows the user to add a Tax Record Export Tax - Allows the user to export Tax records to a spreadsheet
2. Search Bar	Allows the user to search for an Tax record	Alphanumeric
3. Display	Allows the user to filter the number of records to viewed on one page	10/15/20/50/100
4. Tax Record List	List of Records of the Tax based from their Tax Code, Tax Type and Tax Rate	Tax List from Tax Maintenance Module

Notes:

The user must already set up the Chart of Account Maintenance Module in order to fill up the Sales and Purchase Account.

Tax Add Record List
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 Applied when applying tax	Numeric
5.Tax Type	Nature of Tax	Tax Type Field List
6.Sales Account	Sales Account applied on the Tax	Account List from Chart of Account Maintenance Module
7.Purchase Account	Purchase Account applied on the Tax	Account List from Chart of Account Maintenance Module

Notes:

For further instructions on how to Add and Export Taxes, the user may visit the Tax Job Aid which can be found here

Modules
Maintenance	Chart of Account \| Items \| Tax
Sales	Sales \| Sales and Service Invoice \| Receive Payments
Purchase	Purchase \| Purchase Order \| Issue Payment
Expense	Expense \| Expense Transaction \| Issue Payment Expense
Job Aid Modules
Maintenance Aids	Chart of Accounts Job Aids \| Items Job Aids \| Tax Job Aids
Sales Aids	Sales Job Aids
Purchase Aids	Purchase Job Aids
Expense Aids	Expense Job Aids

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