Configuration: Tax 2
Use the Tax 2 screen to edit, add a tax 2 code or sales tax which can be attached to customer records and/or sale items.
To open the Tax 2 screen, navigate to Configuration > CRM > Taxes Discounts > Tax 2.
The screen holds the parameters for the tax code, the rate at which it is charged and the account to which it is posted at the time of sale.
The system includes three special Tax 2 codes, detailed in the table below.
| Code | Description |
|---|---|
| X | No Tax Regardless. Specifies that a customer is never taxable for Tax 1. |
| Y | Tax Code Required. Specifies that a customer is taxable but that the Tax 1 code is not standard and it must be entered as the invoice is created. |
| BLANK | No Tax Assigned. Leaving the code blank will charge the Tax 1 rate indicated on the part/rental record. This code will be displayed in the Tax 1 field of the invoice and may be changed at the time of invoicing. |
The fields on the Tax 2 screen are:
| Field | Description |
|---|---|
| Code |
A 1 digit alphanumeric tax 2 code. The Tax % field value must be 0 for alpha tax 2 codes. |
| Location | The location where the tax 2 code will appear as a valid tax 2 code. |
| Description | A brief description of the tax 2 code. |
| Tax % |
The percentage of tax that is applied when the tax 2 code is used. A G/L Account number is not required when the Tax % is 0. |
| G/L Account |
The General Ledger account where the tax 2 amount should be posted. G/L Accounts used on the Tax 1, Tax 3, or Tax 4 screens may not to be used on any other Tax 2 screen. |
| Canadian Tax Type | For Canadian dealerships (CA is entered in the Country Company Located In field of the COTAB1 table), select the Canadian tax type you want to associate to the selected tax code; either GST, PST, HST, or QST. This information will be recorded on credit card transactions for which the selected code applies and sent to the credit card company when the transactions are submitted using the Authorization Maintenance screen. |
| Include Tax in Sale Price | If selected, this will include the tax 2 code amount within the sales price. |
| Part Master Tax Code Overrides | If selected, customer tax 2 codes will be overridden by the part tax 2 code in the Part Master. |
| Active for System |
Controls whether the tax 2 code is active for use within the system.
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The buttons complete tasks on the Tax 2 screen:
| Button | Function |
|---|---|
| Save | Saves changes made on the Tax 2 screen. |
| Copy |
Copies the select tax 2 code. This button appears only by accessing the Tax 2 screen by clicking on a Code. |
| Save & New |
Saves a newly added tax 2 code and refreshes the Tax 2 screen, allowing you to add another tax 2 code without closing the screen. This button appears only by accessing the Tax 2screen by clicking the Need to create a new tax code? Click here to addlink. |
| Save & Next |
Saves any edits/changes made to the selected tax 2 code and scroll through to the next tax 2 code in the list to apply any edit/changes. This button appears only by accessing the Tax 2 screen by clicking on a Code. |
| Close | Closes the Tax 2 screen without saving changes and returns to the Tax 2 screen |