Tax Code Maintenance

Use Tax Code Maintenance to maintain tax codes and their associated tax rates as well as the GL accounts to track the tax amounts.  Tax codes allow you to maintain multiple tax rates for assessing different types of taxes on different services and products.  After tax codes are built, they are assigned to Tax Profiles and then the Tax Profiles are assigned to a Transaction code.  This allows multiple taxes to be generated and assessed when the transaction code is used.

Notes:  

• To activate Tax Profiles for assessing different types of taxes, please contact NDS Support.  

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Tax Code Maintenance, click More.

  1.  Click Daily Work from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Code Maintenance.

  4.  Click Tax Code Maintenance.
  
  Or, use the keyboard shortcut:  [ALT] [y] [m] [c] [t] [Enter].

   

  Tax Code Maintenance Window Example:

  

   

• Creating a Tax Code, click More.

  • Enter the new Tax Code ID and click Retrieve , or press [ENTER].
    Keyboard shortcut:  [ALT + t]

  • Or, enter the new Tax Code ID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

   

  Tax Code Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Tax Code ID	Enter the unique identifier for the Tax code and click Retrieve , or press [ENTER].  (up to 10 characters) REQUIRED Or, click Search to find a tax code. Tip:  If you are building a new tax code, New  displays near the tax code ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  Description	Enter the description for the tax code.  (up to 30 characters)
  Rate	Enter the tax rate for the tax code.  (0.6 numeric)
  GL Debit Account	Enter the GL account Number to debit when the tax code is used.
  GL Credit Account	Enter the GL account Number to credit when the tax code is used.

   

• Editing a Tax Code, click More.

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the tax code ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  You can click Search  to see a list of tax codes.

  2.  Enter the data changes.

  3.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting a Tax Code, click More.

  1.  To display the record to be deleted, enter the tax code ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the tax code ID, you can click Search  to see a list of tax codes.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note:  After you click Proceed, you will see the following message on the Status Bar.