Difference between revisions of "Sales Tax Setup"

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(Created page with "=='''Overview of AR06'''== Category:Accounts Receivable")
 
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=='''Overview of AR06'''==
 
=='''Overview of AR06'''==
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A/R Tax Setup program is used to establish criteria for federal, state, county, and city sales taxes applicable to customer accounts-receivable transactions. A/R Tax Setup is used by [[:Category:Order Entry|Order Entry ]] applications.
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* From the DDI Connect main menu, double-click Accounts Receivable
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* Double-click Setup
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* Double-click Sales Tax Setup. You will see this screen:
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[[File:AR Sales Tax Setup 1.png]]
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You can leave the Type set to "All", or click the drop down arrow to select the type of tax you are adding:
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[[File:AR Sales Tax Setup 2.png]]
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To add a new sales tax, click the Add button on the toolbar. The Tax Code Properties box will appear:
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[[File:AR Sales Tax Setup 3.png]]
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The following fields are available on this screen:
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| '''Tax code''' || This is an alphanumeric identifier (up to four characters) representing a single tax rate or taxing authority. For state taxes, the tax code is usually the same as the state code. For county taxes, it is usually the state code followed by a county number assigned by the state (“IN01”, for example}
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|-
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| '''Expires on''' || If applicable, enter the date that this particular code expires. If this date is blank, this tax code will always remain in effect. Otherwise it will no longer be applied after the expiration date. Type the date in mm/dd/yy format or click the calendar icon to select the date
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|-
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| '''Description''' || Enter a brief description of the tax code
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|-
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| '''Type''' || Click the drop down arrow to select the type of code you are adding
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|-
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| '''State''' || Type the state abbreviation or click the list icon to select from a [[State Codes Maintenance|list of states in the system]]
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|-
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| '''County code''' || Type the county code or click the list icon to select from a list of [[County Maintenance|active county codes]] in the system
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| '''City''' || Type the city
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|-
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| '''Transaction''' || Enter the tax transaction code or click the list icon to select from a list of active tax transaction codes in the system
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|-
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| '''Taxable amount/thru''' || Example
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|-
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| '''Shipping charges are taxable''' || Check to indicate that shipping charges should be included in the taxable amount
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|-
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| '''Fees are taxable''' || Check to indicate that billing fees should be included in the taxable amount
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|-
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| '''Calculate tax only on the amount above the minimum''' || Example
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|}
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[[Category:Accounts Receivable]]
 
[[Category:Accounts Receivable]]

Revision as of 11:45, 24 September 2012

Overview of AR06

A/R Tax Setup program is used to establish criteria for federal, state, county, and city sales taxes applicable to customer accounts-receivable transactions. A/R Tax Setup is used by Order Entry applications.


  • From the DDI Connect main menu, double-click Accounts Receivable
  • Double-click Setup
  • Double-click Sales Tax Setup. You will see this screen:


AR Sales Tax Setup 1.png


You can leave the Type set to "All", or click the drop down arrow to select the type of tax you are adding:


AR Sales Tax Setup 2.png


To add a new sales tax, click the Add button on the toolbar. The Tax Code Properties box will appear:


AR Sales Tax Setup 3.png


The following fields are available on this screen:


Field Description
Tax code This is an alphanumeric identifier (up to four characters) representing a single tax rate or taxing authority. For state taxes, the tax code is usually the same as the state code. For county taxes, it is usually the state code followed by a county number assigned by the state (“IN01”, for example}
Expires on If applicable, enter the date that this particular code expires. If this date is blank, this tax code will always remain in effect. Otherwise it will no longer be applied after the expiration date. Type the date in mm/dd/yy format or click the calendar icon to select the date
Description Enter a brief description of the tax code
Type Click the drop down arrow to select the type of code you are adding
State Type the state abbreviation or click the list icon to select from a list of states in the system
County code Type the county code or click the list icon to select from a list of active county codes in the system
City Type the city
Transaction Enter the tax transaction code or click the list icon to select from a list of active tax transaction codes in the system
Taxable amount/thru Example
Shipping charges are taxable Check to indicate that shipping charges should be included in the taxable amount
Fees are taxable Check to indicate that billing fees should be included in the taxable amount
Calculate tax only on the amount above the minimum Example
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