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Note: Configuration flag CFGEnableTaxGroup must be enabled, and you must have the Tax Rates Module Right selected, under Other in the Data Center.
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To use tax groups, do the following:
- Configure the Platform and Set Up Business Rules
- Create Tax Groups and Tax Rates
- Link Tax Groups to Tax Rates
- Retrieve Tax Rates when Posting Invoices
Configure the Platform and Set Up Business Rules
- If not all invoice lines should have Tax Codes, configuration flag CFGActRequireTaxCode must be set to N.
- With the help of a Veson Nautical consultant, create Business Rules for the Operations Ledger types (Codes) used. Refer to the below examples for GST10, PST20, and VAT10.
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Tax groups are created in the Operations Ledger with the Category TGP:
Tax rates are created with the Category TAX. In this example, GST10, PST20, and VAT10 are defined:
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For a Ready To Post invoice, on the Transaction Data Entry Operation View tab, select a Tax Code (tax group) for each line item.
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