Tax Receipt Entry - Tax Detail Area

The purpose of the Tax Detail Area is to show you which transactions have been selected for payment (either manually or automatically). You can see the Tax Account balances from the Tax Billing module, and you can also see the calculated totals for the tax charges, interest amounts, and discount amounts for the selected transactions. The table following the window example describes the fields in the Tax Detail Area for Tax Receipt Entry.

Tax Detail Area Prompts Tip: To see even information about a field, click the hyperlink for the field name.
OR	One of two buttons displays at the top of the Tax Detail Area: If the Tax Detail - Outstanding button is displayed, the list of tax detail transactions only includes those transactions from the Tax Billing module that are currently outstanding. Tip: To see all Tax Detail, click Tax Detail - Outstanding. If the Tax Detail - All button is displayed, the list of tax detail transactions includes all transactions from the Tax Billing module. Tip: To see only the outstanding Tax Detail, click Tax Detail - All.
User #	Displays your User Number.
Tax Detail Transactions Note: This section displays a list of Tax Detail Transactions from the Tax Billing module.
Transaction Check Box	Click the check box to select or de-select a tax detail transaction for payment. (Selected check boxes appear with a check-mark and de-selected check boxes are cleared.) The transactions with selected check boxes will automatically be paid when you click Full Pay or Payment in the Auto Action Area. The amounts for the selected transactions are factors for the calculation of the Payment Amount. Notes: The check boxes are automatically selected and de-selected when you click an Auto Action Command in the Auto Action Area. When using the Auto Action feature, you can override the selections by manually selecting and de-selecting the check boxes for the transactions. If you are not using Auto Action, you can still select and de-select transactions. The Payment button automatically calculates the Payment Amount according to your selections.
Due	Displays the Due Date.
Type	Displays the Tax Type Code.
Int Date	Displays the Interest Date.
Amount	Displays the transaction amount for the tax detail.
Balance	Displays the balance due for the Due Date associated with the tax detail transaction.
Interest Transactions Notes: If you selected an Auto Action Command that calculates the Interest Amount, this section displays the suggested interest transaction with the amount calculated by the program. For more information about interest calculations, refer to Understanding Interest Charges. Because the Interest Transactions and the Discount Transactions are displayed in the same location of the Tax Detail Area, you cannot see both types of transactions at the same time. Tip: To see the Interest Calculation Detail Area, which displays the factors used to calculate the Interest Amount, double-click the line for an interest transaction.
Due	Displays the Due Date.
Int Due	Displays the calculated Interest Amount.
Int Paid	Displays the amount of any interest previously paid (and posted) for the Due Date.
Total	Total = Int Due - Int Paid
Discount Transactions Notes: If you specified the Discount Auto Action Command, this section displays the suggested discount transaction calculated by the program. Because the Interest Transactions and the Discount Transactions are displayed in the same location of the Tax Detail Area, you cannot see both types of transactions at the same time.
Due	Displays the Due Date.
Balance	Displays the unpaid balance amount for the specific Due Date.
Discount	Displays the calculated Discount Amount. Note: The DSCNTCAL table contains the discount percentage for each Due Date. Discount Amount = Tax Charge Amount X Discount Percentage/100 Example: For a 2% discount against a tax charge of $550.00 ... $11.00 = $550.00 X 2.00/100
Total	Total = Balance - Discount
Balances Note: This section displays the balances for a Tax Account from the Tax Billing module.
Current	Displays the Balance for Current Year.
Prior	Displays the Balance for Prior Year.
2 Prior	Displays the Balance for Prior Two-Plus Years.
Next	Displays the Balance for Next Year.
Total	Displays the Balance Total.
Calculated Amounts
Charges	Displays the calculated total of the tax transactions selected for payment.
Interest	Displays the total of the calculated Interest Amounts. Note: If the Interest Amount displays in this location, you will not see the Discount Amount.
Discount	Displays the total of the calculated Discount Amounts. Note: If the Discount Amount displays in this location, you will not see the Interest Amount.
Total Payment	Calculates the Total Payment Amount by summing the Charges with the total Interest Amount or total Discount Amount. Notes: When you click the Full Pay or Payment button in the Auto Action Area, the Total Payment Amount is automatically copied into the Payment Amount field. If you change the Auto Action Command the Total Payment Amount is automatically recalculated. If you manually select or de-select transactions, the Total Payment Amount is automatically recalculated.