This form enables the user to define the taxes for the Items. 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 Item Taxes: Main Menu > Setup Taxes > Setup Item Taxes- Grid Mode
Fig 1. Main Menu |
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 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 Items and Tax Region click on Refresh button or press Alt+R to view the selection in the grid.
How to set taxes to items: In order to define the taxes to the items, 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 Item Taxes-Grid Mode
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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 items > 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.
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Fig 3. Same Tax To All Items
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 Item Taxes-Grid Mode
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.
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 5. Delete confirmation Box