faq:taxes:tax-changes
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faq:taxes:tax-changes [2011/11/25 16:46 (13 years ago)] โ removed tanya | faq:taxes:tax-changes [2019/11/08 08:57 (4 years ago)] (current) โ created kevin | ||
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+ | =====Using the Tire Levy Feature for Collection of Environment Levies on Tires, Batteries and Oil Disposals===== | ||
+ | ====Using System Five Tire Levy Feature==== | ||
+ | === Setup and Usage for Tire Levy, Tire Sales & Units with Tires. === | ||
+ | |||
+ | ==== Setting up the Setup Wizard Options โ Tire Levy ==== | ||
+ | |||
+ | __Step 1.__ Set up the Tax # 3 to the appropriate levy values. | ||
+ | |||
+ | | ||
+ | |||
+ | 1. Click on the Tax 3 Tab and click to Add a New Tax Line | ||
+ | |||
+ | 2. Click to Add the Effective Date this Levy will take effect | ||
+ | |||
+ | 3. Enter the Name TIRE LEVY | ||
+ | |||
+ | 4. Enter the PER TIRE Levy, eg. $5.00 | ||
+ | |||
+ | 5. Enter the General Ledger Number that will accrue the levied charges, Note that the | ||
+ | Ledger 2 is not usually necessary as there are no credits from the supplier. | ||
+ | |||
+ | 6. Enter the F for a Fixed Charge per Sales Unit | ||
+ | |||
+ | 7. Click to enter if this levy is Taxed and enter the Check Boxes as necessary | ||
+ | |||
+ | 8. Enter Y or N as to whether a Tax is Included or Not Included on this Levy | ||
+ | |||
+ | |||
+ | |||
+ | ==== Setting the Tire Levy on a Single Tire Part Record ==== | ||
+ | |||
+ | __Step 2.__ Settings for the Part # or SKU of a Single Tire | ||
+ | |||
+ | {{employee: | ||
+ | |||
+ | 1. Select the **Taxes tab** | ||
+ | |||
+ | 2. Check the** Tire Levy $5.00 check box** to enable this Part/SKU | ||
+ | |||
+ | 3. Now, when you Sell this Tire, the Tire Levy will be added. | ||
+ | |||
+ | __Step 3.__ The Tire Tax on Invoice | ||
+ | |||
+ | {{employee: | ||
+ | ==== Setting the Tire Levy on a Unit Record ==== | ||
+ | __Step 1.__ Edit the **Actual Part/SKU that contains the Unit**, click on the **Tax Information** tab | ||
+ | {{employee: | ||
+ | |||
+ | __Step 2.__ Set the **# of Tires that will be subject to a Tire Levy** | ||
+ | 1. Click on the **Tire Levy line** | ||
+ | |||
+ | 2. Enter the **# of Tires** on this unit | ||
+ | |||
+ | 3. Click **OK** to Exit | ||
+ | {{employee: | ||
+ | |||
+ | 4. View the **Main Unit** screen, the **# of Tires subject to Levy will display** | ||
+ | {{employee: | ||
+ | ==== Displaying and Printing the Levy Collected in the Tax Zone Report ==== | ||
+ | |||
+ | __Step 1.__ Navigate to: **Select Reports -> Tax Reports -> Tax Area Report** | ||
+ | {{employee: | ||
+ | |||
+ | 1. **Set the options** from the Date Range list dropdown Selection of Periods to include | ||
+ | |||
+ | 2. Check the **Cash Invoices and A/R Invoices** check boxes. | ||
+ | |||
+ | 3. Check the **Tire Levy option** by clicking on the **x** to change it to a **+** | ||
+ | |||
+ | 4. Check the box to display Subtype names | ||
+ | |||
+ | 5. Check to display ALL Subtypes, or optionally the ones below | ||
+ | |||
+ | 6. Click **View** to show the report | ||
+ | |||
+ | ==== Printing and Viewing the Tire Tax Levy reports ==== | ||
+ | |||
+ | There are several report options to print and view the Tire Tax Levy Report. Choose which one best suits your needs, note the check boxes on the sample reports below. | ||
+ | {{employee: | ||
+ | |||
+ | {{employee: |
faq/taxes/tax-changes.txt ยท Last modified: 2019/11/08 08:57 (4 years ago) by kevin