Modified: 2018/04/23 11:03 by EricCrocker - Uncategorized

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Tax

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Introduction

Tax is an add-on that will allow you to add a tax percentage to the Costumer page, Contract page. View and print special reports (Tax Due Invoices, Tax Due Payments).It will also add a Tax column to look at in 5 regular reports (Customer, Contract, Commission, Invoice and Payment)

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Configuration

After purchase there will be a Tax icon under settings. Clicking on Tax will bring up

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Taxes

We now have two levels of removal (Archived and Trashed) from the Tax window for better file management. Each of these can be returned to an active state with the Un-Archive and Un-Trash ability that you will only see in a context menu of a Tax that can be...

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Main Menu

• File
  • New: Opens the Conflict Window.
  • Open: Opens the highlighted item in the Conflict Window
  • Print: Prints the existing visible list.
  • Print Preview: Print previews the existing visible list.
  • Close: Closes the window.
• View
  • Archive: Checkmark on/off to show Archive.
  • Trash: Checkmark on/off to show Trash.
  • Merge: Merge one conflict into another and delete that conflict.
  • Reset: Reset the window and columns.
  • Refresh: (F5) Reloads the page.

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Context Menu

Right-click on any of the present conflicts brings up the context menu.

• Open - Opens the highlighted item in the Conflict Window
• New - Opens the Conflict Window.
• Merge - Merges two conflicts...See below.
• Archive -Places that conflict in Archived.
• Trash - Places that conflict in trashed.

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Merge and Multi-Select

Merge, will move all allocated areas assigned from the original tax to the merged one, you assign it to, and then deletes the original tax selected.

Multi-Select, allows you to Shift/Left click or ctrl/left click to gather a few taxes and right click to open the Context menu and apply to all highlighted.

New Button- Opens the new Tax Box

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Tax

• Name-Name of tax
• Percentage-The tax percent
• Type-What type of tax (Net, Discounted gross and Gross)

O.k., Cancel and Apply buttons.

O.K. button-Sends the new tax to the tax box Cancel button- Apply button-

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Customer in System

After you have added a Name and percentage to the tax page you can go into new or existing customers and add the tax you want by using the new tax drop down window show below. It can also be set to none.





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Usage

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New Contract

On New Contracts, you can use the new drop-down bar to apply the tax you want.



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Invoices and Reports

A Tax Column will now be available in your Invoices:



This column is also printed and can be exported within the Invoices.

This Tax Column is found in reports for Customer, Contract, Commission, Invoice and Payment.

For Customer and Contract Reports, Tax shows all Customers and weather or not they have any Taxes associated with them.

For Commission Invoice and Payments Reports, Tax will show how much in taxes each contract is paying.



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FAQ

If there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.)))

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Additional Information

Tax - Wikipedia