This form enables the user to define Group Wise Taxes for Companies. If the taxes for the Lots are specified then the taxes set for Items, Company+Group and Companies will be ignored and if the taxes for Items are specified then the taxes set for Company+Group and Companies will be ignored. If the taxes for Company+Groups are specified then the taxes set for Companies will be ignored.
The order of preference is Items> Company+Group> Company.
Setup Company + Group Wise Taxes : Main Menu> Setup Taxes> Setup Company + Group Wise Taxes- Grid Mode
Fig 1. Main Menu |
Set Taxes To Company & Group:
Select Items : In order to select items check the Items box> Item Selection Form appears> select the required items and click Ok or press Alt+O.
Select Groups : In order to select the groups check the Select Group box or press Alt+G > Item Group Selection form appears > select the Horizontal Group Level from the list then choose the vertical group and then select the groups and click Ok or press Alt+O. These are the groups which were made in Item Groups Creation
Fig 2. Item Group Selection
Select Tax Region : In order to select Tax Regions check the Tax Region box> Tax Region Selection window appears> select the required Tax Regions and click Ok or press Alt+O.
After selecting Company, Group and Tax Region click on Refresh button or press Alt+R to view the selection in the grid.
Set Taxes :
TD for Default Purchase or Sale : The TD is the Trade Discount on the purchase or on sale.Enter the values for these columns manually.The values for these columns is defined in percentage(%). These are optional column can be left blank.
CD for Default Purchase or Sale : The CD is the Cash Discount on the purchase or on the sale.Enter the values for these columns manually.The values for these columns is defined in percentage(%). These are optional column can be left blank.
In order to define the taxes, select the cell and press space bar> list of taxes appears> select the tax from the list and press enter. After defining all the taxes click on Save button or press Alt+S to save the selections.
Fig 3. Setup Company + Group Wise Taxes
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To save the data entered by the user, user have to press enter button and the cursor should be on next line in the grid. |
In order to set the same tax to all the groups > select the column and press F2 or double click > a window appears select the tax name from the list and click Ok or press Alt+O to set the selected tax for all the records.Click on Save button or press Alt+S to save the selections.
Fig 4. Same Tax To All Groups
Filtration Of Records:
The Records can be filtered in following ways-
Sale Tax Type Filter : Select the Sale Tax Type from the list and click on Refresh button or press Alt+R. The records with the selected tax type are displayed in the grid.
Purchase Tax Type Filter : Select the Purchase Tax Type from the list and click on Refresh button or press Alt+R. The records with the selected tax type are displayed in the grid.
Fig 5. Setup Company + Group Wise Taxes
Filter For Blank Sale Tax Type : In order to view the records with blank Sale Tax, check the box and click on Refresh button or press Alt+R.
Filter For Blank Purchase Tax Type : In order to view the records with blank Purchase Tax, check the box and click on Refresh button or press Alt+R.
Other Filtration methods : If you want to see the records with 12.5% sale tax but having no purchase tax then select the sale tax from the list and check the blank purchase tax box and click on Refresh button or press Alt+R.
Deleting Taxes :
The Taxes can be deleted in two ways-
To Delete Current Tax : In order to delete the current tax > press Delete.Click Save button or press Alt+S in order to save the changes.
To Delete Entire Column Taxes : In order to delete the entire column taxes > select the column and press F3 > Delete dialog box appears click Yes or press Alt+Y to delete all the taxes.Click Save button or press Alt+S in order to save the changes.
Fig 6. Delete confirmation Box