No categories assigned

Tax

Revision as of 13:36, 2 August 2021 by Gelo (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

Tax

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

Notes:

Tax Main Menu
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
Tax Add Record
Tax Add Record

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
Tax Option List
Tax Option List

Notes:

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


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