Set Company + Group WiseTaxes

Set Company + Group Wise Taxes : Introduction To Set Company + Group Wise Taxes.

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Set Company + Group Wise Taxes : To define the Company + Group Wise Taxes follow the under mentioned steps :-

1.

Click the Setup menu and select the Setup Items option from the list.

2.

Select any option from the Setup Items submenu.

3.

A new window appears click the Setup Taxes menu and select the Setup Company + Group Wise Taxes from the list as shown in figure.

SetCompany+GroupWiseTaxes_1

4.

This form enables the user to define Group Wise Taxes for 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.The order of preference is Lot > Items > Company+Group > Company.

SetCompany+GroupWiseTaxes

How To Select Companies

In order to select companies follow the under mentioned steps :-

a)

Check the Company box.

b)

Select Window appears.

c)

Select the required Companies and click Ok or press Alt+O.

SetCompanyTaxes-GridMode_2

How To Select Groups

In order to select the groups follow the under mentioned steps :-

a)

Check the Select Group box or press Alt+G.

b)

Item Group Selection form appears.

c)

Select the Horizontal Group Level from the list then choose the vertical group and then select the groups and click Ok or press Alt+O

SetCompany+GroupWiseTaxes_2

How To Select Tax Region

In order to select Tax Regions follow the under mentioned steps : -

a)

Check the Tax Region box.

b)

Tax Region Selection window appears.

c)

Select the required Tax Regions and click Ok or press Alt+O.

SetCompanyTaxes-GridMode_3

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

How To Set Taxes

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TD for Default Purchase or Sale : The TD is the Trade Discount on the purchase or on sale.Enter the values for these columns manually.The values for these columns is defined in percentage(%). These are optional column can be left blank.

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CD for Default Purchase or Sale : The CD is the Cash Discount on the purchase or on the sale.Enter the values for these columns manually.The values for these columns is defined in percentage(%). These are optional column can be left blank.

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In order to define the taxes,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.

SetCompany+GroupWiseTaxes_Taxes

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In order to set the same tax to all the groups > 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.

SetCompany+GroupWiseTaxes_F2

Filtration of Records

The Records can be filtered in following ways :-

i) 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.

ii) 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.

SetCompany+GroupWiseTaxes_Filter

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

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

SetCompany+GroupWiseTaxes_FilterBlank

v ) 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.

SetCompany+GroupWiseTaxes_OtherFilter

How To Delete Taxes

The Taxes can be deleted in two ways :-

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To Delete Current Tax : In order to delete the current tax do the followings :-

a)

Press Delete.

b)

Click Save button or press Alt+S in order to save the changes.

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To Delete Entire Column Taxes : In order to delete the taxes of the entire column do the followings :-

a)

Select the column and press Ctrl+Delete.

b)

Delete dialog box appears click Yes or press Alt+Y to delete all the taxes.

c)

Click Save button or press Alt+S in order to save the changes

SetCompany+GroupWiseTaxes_Delete

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