Tax Jurisdiction records are used to determine the tax amount to charge on sales. Active Tax Jurisdictions show up in a Popup menu in various records.
Play Movie: uE_Tax_J.MOV
To add a blank record: Actions menu > Add Record...
This opens a new record to be filled out.
Tax Name is a descriptive term to note the origin of the Tax.
GL Acct is the General Ledger tax liability Account number. This number is used when creating Sales Journals.
Jurisdiction is a code that can be up to 3 alpha-numeric characters. This code is displayed in the Popup menu.
Tax Rate is the percent of tax to charge for the sale.
Checking the "Approved" box activates the record.
Tax territories may be setup in the "Territories" file. When US zip codes are entered, the "Territories" file is Searched for a match. If one is found, the Tax Jurisdiction will automatically fill into the current record.
Tax is only charged if the following requirements are met:
The tax code, noted in the "ShipTo" address record, is an active Tax Jurisdiction in the database.
The Items that are purchased, have been marked as Taxable in the "Item" record.
The Customer does not have a Tax ID number in their "Customer" record.
If these conditions are met, the tax charges are displayed in the "Order" and "Invoice" record.
Choosing Tax Jurisdictions... opens an Output layout listing all "Tax Jurisdiction" records in the database. From the Output layout, actions are taken on current records and new records are added.
To view and/or modify a current record, double click on the record. This opens the Input layout.