This form enables the user to define the taxes for the 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 Taxes : Main Menu> Setup Taxes> Setup Company Taxes- Grid Mode
Fig 1. Main Menu |
Set Taxes To Companies:
Select Company : In order to select companies check the Company box > Select Window appears > select the required Companies and click Ok or press Alt+O.
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 Companies and Tax Region click on Refresh button or press Alt+R to view the selection in the grid.
How To Set Taxes To The Companies : In order to define the taxes to the companies, 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 2. Setup Company 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 companies > 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 3. Same Tax To All Companies
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 4. Setup Company 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.
Fig 5. Setup Company Taxes
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