Setup Company Taxes - Grid Mode

Top  Previous  Next

 

bullet01 This form enables the user to define the taxes for the Companies. If the taxes for the Lots are specified then the taxes set for Items, Company+Group and Companies will be ignored and if the taxes for Items are specified then the taxes set for Company+Group and Companies will be ignored. If the taxes for Company+Groups are specified then the taxes set for Companies will be ignored.

 

bullet01 The order of preference is Items > Company+Group > Company.

 

bullet01 Setup Company Taxes : Main Menu> Setup Taxes> Setup Company Taxes- Grid Mode

 

Toggle Icon Minus 17Main Menu

 

ph68

                                         Fig 1. Main Menu

 

  Contents:

 

bullet-arrow2   Set Taxes To Companies

 

bullet-arrow2   Filtration Of Records

 

bullet-arrow2   Deleting Taxes

 

 

Set Taxes To Companies:

 

bullet01 Select Company : In order to select companies check the Company box > Select Window appears > select the required Companies and click Ok or press Alt+O.

 

bullet01 Select Tax Region : In order to select Tax Regions check the Tax Region box > Tax Region Selection window appears > select the required Tax Regions and click Ok or press Alt+O.

 

bullet01 After selecting Companies and Tax Region click on Refresh button or press Alt+R to view the selection in the grid.

 

bullet01 How To Set Taxes To The Companies : In order to define the taxes to the companies, select the cell and press space bar > list of taxes appears > select the tax from the list and press enter. After defining all the taxes click on Save button or press Alt+S to save the selections.

 

    ph69

                                                                                                                        Fig 2. Setup Company Taxes

 

notes

To save the data entered by the user, user have to press enter button and the cursor should be on next line in the grid.

 

bullet01 In order to set the same tax to all the companies > select the column and press F2 or double click > a window appears select the tax name from the list and click Ok or press Alt+O to set the selected tax for all the records.Click on Save button or press Alt+S to save the selections.

 

    comp taxes 3

               Fig 3. Same Tax To All Companies

 


Filtration Of Records:

 

The Records can be filtered in following ways-

 

bullet01 Sale Tax Type Filter : Select the Sale Tax Type from the list and click on Refresh button or press Alt+R.The records with the selected tax type are displayed in the grid.

 

bullet01 Purchase Tax Type Filter : Select the Purchase Tax Type from the list and click on Refresh button or press Alt+R.The records with the selected tax type are displayed in the grid.

 

    ph70

                                                                                           Fig 4. Setup Company Taxes

 

bullet01 Filter For Blank Sale Tax Type : In order to view the records with blank Sale Tax,check the box and click on Refresh button or press Alt+R.

 

bullet01 Filter For Blank Purchase Tax Type : In order to view the records with blank Purchase Tax,check the box and click on Refresh button or press Alt+R.

 

    ph71

                                                                         Fig 5. Setup Company Taxes

 

bullet01 Other Filtration methods : If you want to see the records with 12.5% sale tax but having no purchase tax then select the sale tax from the list and check the blank purchase tax box and click on Refresh button or press Alt+R.

 


Deleting Taxes :

 

The Taxes can be deleted in two ways-

 

bullet01 To Delete Current Tax : In order to delete the current tax > press Delete.Click Save button or press Alt+S in order to save the changes.

 

bullet01 To Delete Entire Column Taxes : In order to delete the entire column taxes > select the column and press F3 > Delete dialog box appears click Yes or press Alt+Y to delete all the taxes.Click Save button or press Alt+S in order to save the changes.

 

    comp taxes 6

                  Fig 6. Delete confirmation Box

Back To Top