Tax Tables contain Tax Districts that contain Tax Formulas that define Sales Tax rates for Customers to which the Tax Table is assigned. Tax Formula tax rates are applied to Inventory Items defined by Tax Codes.
Setting up Tax Formulas:
- Select Tax from the Configuration Manager Tables menu.
- Select Tables (Customers) to display the Tax Tables screen showing the list of Tax Tables currently available. Select a Tax Table from the list (or add a new Table) and press [Enter] to display the Tax Table screen showing the Tax Districts included in the Tax Table.
- Navigate to the Tax Districts box on the Tax Table screen. Select a Tax District from the list (or add a new District) and press [Enter] to display the Tax District screen showing the Tax Formulas included in the Tax District.
- Navigate to the Tax Formulas box on the Tax District screen. The Tax Formulas box displays the following details about each formula in the Tax District: Tax Code, Tax Code Name, Date Range, and Current Formula tax rate. Press [F9] to restrict the Formulas displayed to only current formulas. Press [Ctrl]+[Home] to display only formulas valid for specified date. Press [Ins] to create a new Tax Formula (press [F3] or [Enter] to edit an existing Formula, or press [Del] to delete a Formula).
- On the Tax Formula screen, press [Ins] in the Tax Code field to select a Tax Code from the Tax Code list or enter the "*" character for ALL TAX CODES.
- Enter the sales tax rate in the Tax Amount field.
- Use the Tax By button to toggle the method by which the sales tax rate is based (percentage or dollar amount).
- Use the Based On button to select the value from which the tax is to be calculated (if Tax By is set to percent) or either the Quantity or Per Line option from which the tax is to be calculated (if Tax By is set to dollar amount).
- Enter a Date Range for which the Tax Formula is to be effective.
- The Minimum Purchase field is used to define the minimum purchase amount required before the tax rate is applied.
- Use the Minimum Purchase Based On button to select an option on which to base the Minimum Purchase.
- Enable Subtract Minimum Purchase Amount to apply the tax to only the amount over the Minimum Purchase amount.
- Enable Included In Price to subtract the tax amount from the line item price to determine the extended amount for the line item because the tax is already included in the price.
- Enable Round on Each Item to round the tax amount up to the nearest penny for each and every Qty of 1 of each line item.
- Enable Always Round Up to always round sales tax amounts of 1/100th of a cent or higher up to the nearest penny.
- Enable Taxable by other Formulas to allow the tax amount itself to be taxed.
- Enable Allow SubTotal on Receipts to maintain and print the tax amount for each District separately on Invoices and Receipts.
- Enable Ignore Non-Taxable Pay Flag to override a Restricted Payment type's Non-Taxable flag (on the Pay Formula) and charge tax to the item.
See:
Tax Tables - General Information
Configuration Manager Contents