Tax Profile Maintenance

Use Tax Profile Maintenance to maintain groups of tax codes that contain the different tax rates for generating tax transactions.  Profiles are used for assessing different types of taxes for different types of customers and their services and products.  Tax Profiles are assigned to the appropriate transaction codes.  When the transaction code is used during Bill Entry and during the Meter Import Readings/Create Transactions routines, taxes are calculated and assessed based on the tax codes in the tax profile for the transaction code.  Typically you will create tax profiles for the different types of customers you have.

Notes:  

• To assess tax profile taxes on customer transactions, do the following:

• Build tax codes

• Create tax profiles using this screen and assign the tax codes to the profiles

• Appropriate transaction codes must have the tax code option set to Tax Code and a tax profile assigned

• Customer's Allow Tax setting must be set to Yes

• Application Options tax system option must be set to Tax Profile

• If there is a tax profile set up and assigned to the transaction code, the tax rates from the tax profile will override the tax rate on the service setting, if there is a rate on the service.

• For more information on tax profiles, see Understanding Tax Profiles Tax System.

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

Directions:

To see directions for...

• Opening Tax Profile Maintenance, click More.

  1.  Click Daily Work from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Code Maintenance.

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

   

  Tax Profile Maintenance Window Example:

  

   

• Creating a Tax Profile, click More.

   

  Tax Profile Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Tax Profile ID	Enter the unique identifier to assign to the tax profile and then, click Retrieve or press [Enter].  (up to 10 characters) Or, to look for a profile, click Search . REQUIRED Tip:  If you are building a new tax profile, New  displays near the tax profile 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 profile.  (up to 30 characters)
  Tax Code ID	Enter the defined tax code to assign to the profile. Notes:   To search for a tax code, click Search or press [CTRL + f]. To create a new tax code, click Fast Access Maintenance or press [CTRL + o].
  	To add the tax code to the tax profile, click Add To Profile or, press [Enter].
  	To remove a tax code from the tax profile, click to highlight the appropriate tax code and then, click Remove.

   

• Editing a Tax Profile, 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 profile ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  You can click Search  to see a list of Tax Profiles.

  2.  Press [TAB] or click the field to change using the mouse.

  3.  Enter the data changes.

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

   

• Deleting a Tax Profile, click More.

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

  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.