Set Item Taxes

Set Item Taxes : Introduction To Set Item Taxes Form.

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Set Item Taxes : To define the item 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 Item Taxes from the list as shown in figure.

SetItemTaxes_1

4.

This form enables the user to specify the taxes to the items,Companies or to the lots.If the taxes for the Lots are specified then the taxes set for Items and Companies will be ignored and if the taxes for Items are specified then the taxes set for Company will be ignored. The order of preference is Lot > Items > Company.

SetItemTaxes

How To Create Taxes

To create the taxes follow the under mentioned steps :-

i) To create the Taxes select the appropriate option and then click on Next button or Press Alt + X.

ii) The next screen will let the user select the Items. Check the Select Items will open the Item Selection Form. This screen opens up only if the options Taxes + Items (Sale), Taxes + Items (Purchase) and Taxes + Lot are selected .Click on Next button or Press Alt + X to set the taxes.

iii) To move to previous screen click on Back button or Press Alt + B.

Taxes + Items (Sale)

setitemtaxes_taxes+items.zoom75

Click To Expand

Select the option Taxes + Items (Sale) click on Next button or Press Alt + X.

In the next step user select the Items .check the Select Items will open the Item Selection form > After selecting the appropriate options click on Search button or Press Alt + S > The Item Names will be displayed select the items and click on Ok button.

Now click on Next button or Press Alt + X > Taxes on Items form appears > select the Tax Region and Tax Type from the list.Now allocate the items under the selected tax region and tax type.The items can be selected from the Free Items or from Other Items and click Save or press Alt+S.

Taxes + Items (Purchase)

Select the option Taxes + Items (Purchase) click on Next button or Press Alt + X.

In the next step user select the Items .check the Select Items will open the Item Selection form > After selecting the appropriate options click on Search button or Press Alt + S > The Item Names will be displayed select the items and click on Ok button.

Now click on Next button or Press Alt + X > Taxes on Items form appears > select the Tax Region andTax Type from the list.Now allocate the items under the selected tax region and tax type.The items can be selected from the Free Items or from Other Items and click Save or press Alt+S.

Taxes + Company (Sale)

setitemtaxes_taxes+company.zoom75

Click To Expand

Select the option Taxes + Company (Sale) click on Next button or Press Alt + X.

Taxes on Companies form appears > select the Tax Region and Tax Type from the list.Now allocate the items under the selected tax region and tax type.The items can be selected from the Free Items or from Other Items and click Save or press Alt+S.

Taxes + Company (Purchase)

Select the option Taxes + Company (Purchase) click on Next button or Press Alt + X.

Taxes on Companies form appears > select the Tax Region and Tax Type from the list.Now allocate the items under the selected tax region and tax type.The items can be selected from the Free Items or from Other Items and click Save or press Alt+S.

Taxes + Lots

setitemtaxes_lots.zoom75

Click To Expand

Select the option Taxes + Lot click on Next button or Press Alt + X.

In the next step user select the Items .check the Select Items will open the Item Selection form > After selecting the appropriate options click on Search button or Press Alt + S > The Item Names will be displayed select the items and click on Ok button.

Taxes on Lots form appears > select the Tax Region and Tax Type from the list.Now allocate the items under the selected tax region and tax type.The items can be selected from the Free Items or from Other Items and click Save or press Alt+S.

How To De-Allocate Items/Companies

To de-link the Items / companies from the Tax Type follow the under mentioned steps :-

a)

Select the Tax Type from which the Items / Companies have to be de-linked.

b)

Click on the Items /Companies Linked With This Tax Type tab.

c)

A list of items / Companies linked with that Tax Type will be displayed.

d)

Select the Items / Companies to be de-linked and click on Save button or Press Alt + S.

e)

The Items / Companies de-linked will now be free items/ companies and will be displayed under Free Items/Companies tab.

SetItemTaxes_DelinkItems

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