Tax

Tax | Chart of Account | Tax Job Aids

Tax

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

Notes:

• Tax Module can be used and reflected on the following Modules:
  • Sales Module
  • Purchase Module
  • Expense Module
  • Chart of Account
  • Items

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