B/I Sales Tax Line Maintenance
This option is used to initially enter sales tax lines into the SALES TAX LINE MASTER file, add new sales tax lines, or make changes as necessary to Sales Tax Line Master information currently existing in the file. The Sales Tax Line Master file is used to accumulate sales by customer tax code and product tax categories into separate lines on the Sales Tax By Line Report.
After selecting this option from the menu, the computer will display the Sales Tax Line Maintenance screen. as follows:
A) To add a new Sales Tax Line to the file, enter the unique Sales Tax Line that you are assigning to this sales tax line and press [TAB]. Sales Tax Lines should describe where the total is located on the sales tax form (i.e. F01 = Front Side of report line 1).
B) To view or change an existing Sales Tax Line's information, enter the Line Number of the sales tax line whose record you wish to change. If you wish to FIND the information, click on the Find icon on the Toolbar, pick the Find option from the Edit Menu, or press [Ctrl][F]. Upon entering a sales tax line number, the computer will display the master information stored for this sales tax line. Make changes in the same manner you entered the data.
Enter the Remaining information on this screen as follows:
Enter the Description for this sales tax line.
The Last Update field indicates the last time master information for this sales tax line was changed. The software will maintain this date.
Enter a detail line for each tax code and tax category combination that you wish to include in the sales tax line total. Enter detail information as follows:
Enter the customer Tax Code that you wish to include in the sales tax line total. If you wish to FIND the information, click on the Find icon on the Toolbar, pick the Find option from the Edit Menu, or press [Ctrl][F]. Upon entering a valid tax code, the computer will display the description stored for the record
Enter the product tax Ctgy (category) that you wish to include in the sales tax line total. If you wish to FIND the information, click on the Find icon on the Toolbar, pick the Find option from the Edit Menu, or press [Ctrl][F]. Upon entering a valid tax category, the computer will display the description stored for the record
Enter the Multiplier that you wish the Tax Code/Tax Category total to be multiplied by. In most cases the multiplier will be one; however the sales tax form will require that some totals will be multiplied by different amounts (i.e. showing the line that calculates the tax you have collected will have a multiplier of your current sales tax rate).
Review the data you have entered (or changed) on the screens. If you wish to SAVE the information, click on the Save icon on the Toolbar, pick the Save option from the File Menu, or press [Ctrl][S]. If you do NOT wish to save the information, click on the Cancel icon on the toolbar, pick the Cancel option from the File Menu, or press [Ctrl][L].