Tax Codes

The Tax Codes section of the Part Entry screen allows Tax Code Categories from the State table to be entered per part.

 

Menu Path: Inventory, Part Entry, General Info, Part Entry screen

 

 

The following 'Tax Codes' can be entered per part:

 

• 'Cores'

• 'Tax Categories'

• 'State Fees'

• 'Disposal Fees'

• 'Other Fees'

 

'Sales Taxability' sets the part taxability as 'Always', 'Sometimes', or 'Exempt'.

Recalculate Taxes

Tax tables can be time stamped and a query can determine if a change has occurred. Taxes are recalculated on each line item and the total invoice every time an invoice is opened except when:

 

1. The taxes are in a "final" state to include a packing list.

2. A full (100%) deposit was made which includes the sales tax, shipping and handling and any other miscellaneous charges on the invoice, such as Special Orders.

Returns

When the original sale information is available, the original tax amount is returned. When the original sale information is not available, the current tax amount is returned.

Security

All taxing screens are controlled by User Security, allowed/disallowed at the menu, and are no view, view only, or edit.