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faq:taxes:tax-changes

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faq:taxes:tax-changes [2011/11/25 16:46]
tanya removed
faq:taxes:tax-changes [2019/11/08 08:57] (current)
kevin created
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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 – Tire Levy ====
  
 +__Step 1.__ Set up the Tax # 3 to the appropriate levy values.
  
 + ​{{employee:​1setupwizardoptionslevy.png}}
  
 +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:​2tirelevyonasingletirepartrecord.png}}
 +
 +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:​3tireontaxinvoice.png}}
 +==== 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:​4settingthetirelevyonaunitrecord.png}}
 +
 +__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:​5setthenumoftiresthatwillbesubjecttoatirelevy.png}}
 +
 +4. View the **Main Unit** screen, the **# of Tires subject to Levy will display**
 +{{employee:​6mainunitscreen_numoftiressubjecttolevywilldisplay.png}}
 +==== Displaying and Printing the Levy Collected in the Tax Zone Report ====
 +
 +__Step 1.__ Navigate to: **Select Reports -> Tax Reports -> Tax Area Report**
 +{{employee:​7navigatetoselectreportstaxreportstaxareareports.png}}
 +
 +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:​8printingviewingttlreports1.png}}
 +
 +{{employee:​8printingviewingttlreports2.png}}
faq/taxes/tax-changes.txt · Last modified: 2019/11/08 08:57 by kevin