System Tax Defaults
The System Tax Defaults screen is used to set up system tax defaults.
Menu Path: Controls, System, Tax Setup, System Tax Defaults, System Tax Defaults screen
Tax Categories
Displays a unique two-character code to identify a category.
Example: PT = Parts
In this example, since PT is now unique to 'Parts' within the 'Tax Category', PT cannot be used to identify a core type or a state/company imposed fee.
Description
Displays a description of the code.
Tax Type
Displays the type of tax.
Options are:
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'Parts'
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'Labor'
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'Food'
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'Clothing'
Taxability
Indicates if the type is 'Taxable' or 'Non-Taxable'.
Cores
Displays an entered, two alphanumeric character core code.
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'CN Core - New'
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'CB Core - Battery'
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'CR Core - Re-manufactured
Displays a description of the core of up to 60 alphanumeric characters.
Displays the taxability types.
Options are:
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'Nontaxable'
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'Tax In - Tax Out'
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'Tax In - No Tax Out'
Fee Categories
Display an entered, two alphanumeric character fee code.
Displays a description of the fee category of up to 50 alphanumeric characters. When blank, the program defaults to 'Text'.
Indicates the specific type of fee.
Options are:
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'State Fees'
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'CO Imposed Disposal Fees'
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'Other Fees'
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'State Battery Fees'
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'State Tire Fees'
Indicates if the type is 'Taxable' or 'Non-Taxable'.
Determines whether or not the fee is included in corporate totals.
Displays the entered note about the fees, which prints on the invoice.
Company Non-Line Items
Items that can be taxable but cannot have a category code.
Discounts are entered at Point-of-Sale. All other discounts, including but not limited to, Line Item Discounts, Overall Discounts, and customer Pricing Plans, do not need taxability of gross or net and are taxed on the sell price.
Restocking Charges are applied to returns on special order parts and are non-line/part items. When any non-line/part items become line/part, these items are added as a category and set up on the state table as taxable/nontaxable.
Discounts
Indicates if the discount is applied to the 'Net' or 'Gross'.
Restocking
Indicates if the items are 'Taxable', 'Non-Taxable', or 'Conditional'.
Delivery Surcharge
Indicates if the delivery surcharges for all stores are 'Taxable' or 'Non-Taxable'.
Tax Categories
Tax Category Codes are entered in the Main Part Entry screen per part. Other categories can be added, if needed. Any category codes and defaults entered are system-wide and display on every state table. State tables override the defaults.