Enhanced Taxing
System Maintenance Menu -> Configure
System Settings -> Accounting Tab -> Accounts
Receivable -> Tax Codes ->
ADVANCED button -> Enhanced Taxing
The Tax Codes option controls tax
percent rates on both Standard and Enhanced Tax processing
When the Enhanced Tax processing is activated in the Company Taxing Parameters, the following maintenance
utilities can be accessed by clicking on the ADVANCED
button at the bottom of Tax Codes, in the
"Accounts Receivable" parameters on the Accounting tab of
the Configure System Settings.
- Menu Options include:
-
- Determines Tax Codes Charged - default according to the
RULES outlined for Enhanced Tax processing in Tax Maintenance Overview, and allows for basic
exemption flags:
-
- Tax Codes By GEOCode
Note: If no taxes are defined for the GEOCode, then taxes are
selected according to "Without GEOCodes" rules.
-
Without GEOCodes:
Determines Additional Tax Exemptions - a flag in the
Company Taxing Parameters can be set to
cause Site, Customer, and Division exemptions to all apply, else
only the first exemption identified applies using the search
sequence of Site, then by Customer and finally by Division
-
Class/Service Exemptions Respected - exemptions that apply
regardless of Site, Customer or Division
-
Forced Taxes by Product - additional tax always added for
products that respect Site, Customer and Division exemptions, but
NOT Class exemptions.
-
Convert Tax Setup Utility - for converting city taxes to
Enhanced Tax processing.
-
Tax Update Utility - for assigning tax code exemptions or
overrides by range of products, classes, customers, sites, and
services.
-
Enhanced Tax Startup Utilities - for loading the geographic
areas used to define tax charges.
-
Tax Region Setup: - for both Standard and Enhanced Tax
processing
- Regions for Tax codes for use in Tax
reporting, can be accessed from the in the "Company &
Divisions" parameters on the System tab of the Configure System Settings.
Topic Keyword: DCTX80 (3746)