No categories assigned

Oojeema Pro Tax Job Aids

Revision as of 13:35, 2 August 2021 by Gelo (talk | contribs)


Tax Job Aids

Managing Tax
Adding New Tax
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Tax
    Pro Tax (Create) - Step 02.png

  3. Under Tax Menu, Click Options then choose Add New Tax
    Pro Tax (Create) - Step 03.png

  4. Fill up the necessary fields
    Pro Tax (Export) - Step 04.png

  5. Click Save
Viewing Tax
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Tax
    Pro Tax (Create) - Step 02.png
  3. Under Tax Menu, Select the Tax that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png

  4. The user has an option to Edit the details or Exit then Tax Record
    Pro Tax (View) - Step 04.png

Editing Tax
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Tax
    Pro Tax (Create) - Step 02.png
  3. Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Tax (Edit) - Step 04.png

  5. Click Save
Deleting Tax
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Tax
    Pro Tax (Create) - Step 02.png
  3. Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose Delete
    Pro Chart of Accounts (Delete) - Step 03.png
  4. Click Yes to Confirm the deletion process
    Pro Chart of Accounts (Delete) - Step 04.png
Exporting Tax
Exporting Tax
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Tax
    Pro Tax (Create) - Step 02.png
  3. Under Tax Menu, Click Options then Click Export Tax
    Pro Tax (Export) - Step 03.png

    Notes:
    • User has an option to change the display and change the account type for precise exporting of records


Customer Record View
Customer View Record
Customer Import Menu
Customer Import Menu
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