Tax Scheme

The Tax Scheme frame allows you to create the different plans for how taxes will be applied in your system. Each scheme identifies the product or service being taxed, the type of tax applied and the rate for the tax. The scheme is also configured with one or multiple effective dates.

How to:

Create a Tax Scheme

Enter a Scheme name.
Select Create from Action Required window.
Press Tab to confirm the creation of the new scheme.
Enter the scheme description.
Change the Effective Date, if applicable.
Select Applied to.
Select Is tax added to or subtracted from base amount.

Within Tax Rates i-frame

Select Line 1 to configure the tax.
Enter On Top of Which Line.
Enter Tax Type.
Enter Tax Rate(%). Limited to two decimal places.
Enter Flat Rate in dollars and cents.
Enter Alternate Flat Rate, or leave blank.
Select Save.

View a Tax Scheme

Enter or select the Scheme from Tax Scheme list.
Change the Effective Date.
Select Applied to.
Select Is tax added to or subtracted from base amount.
Press Tab to view Tax and Rates.

Modify a Tax Scheme

Enter or select the Scheme from Tax Scheme list.
Change the Effective Date.
Select Applied to.
Select Is tax added to or subtracted from base amount.
Press Tab to view Tax and Rates.
Select Save.

Delete a Line

Enter or select the Scheme from Tax Scheme list.
In Tax and Rates select the row to delete.
Select Delete. The fields highlight red.
Select Save.

Disable a Tax Scheme

Enter or select the Scheme from Tax Scheme list.
In Tax and Rates delete the line item row, and then select Save.
Then, select Yes in Disable Full Tax Scheme.
Select Save.

Tax

Field	Description
Scheme	Name and description of the tax scheme. Name - Limited to 10 characters. Description - Limited to 60 characters.
Effective Date	Effective date of the tax scheme.
Applied to	The product or service to apply to the tax scheme. Diesel Gasoline Labor Parts Receive Parts Issue Misc Lease Bill Fixed Charge - adjustments from the Billing Fixed Charges frame that are marked as taxable.
Is tax added to or subtracted from base amount	Add or Subtract the product or service from the base amount. Note: Subtract is only applicable to Diesel.
Disable Full Tax Scheme	Allows you to disable the tax scheme after you delete the applicable Line.

Tax and Rates i-frame

Field	Description
Line	Each tax is contained on its own line. Line 1 is always the Base Transaction with $0.00 flat rate. You can modify the Tax Type and the percent or flat rate but each line may only be a percent or a flat rate. They both cannot be applied on the same line.
On Top of Which Line	Indicates what amount the tax you are creating will be calculated on. This allows you to avoid double taxation. For example, if you have a surcharge tax and a sales tax, you can add both to the base amount line and not the amount that includes the other tax.
Tax Type	You can enter a tax type or select one from the Tax Type list.
Tax Rate (%)	Indicates the percent of the tax rate. Limited to two decimal places.
Flat Rate	Indicates the flat rate of the tax rate in dollars and cents.
Alternate Flat Rate	Overrides the standard flat rate of the tax scheme. This is determined by the Apply Flat Tax Rate flag on the Department Main frame. If the field is blank, the regular flat rate applies. If it has a zero, no tax is applied. If the field has any other positive value, that tax is applied.
Notes:	This functionality applies after any exemptions. For example, if the using department is flagged as tax exempt, or system flags 5345-5348 are set to o, and the department is not an outside department, or the tax matrix settings say not to bill based on a combination of departments.
Notes:	After you create your schemes, you will use them on different screens, depending on the product or labor configured in the scheme. Labor tax comes from Location Main for the Job Location. Part Receive tax comes from Vendor Main when system flag 5514 is set to N. Part Receive comes from the Location Main when system flag 5514 is set to Y. Stock Part Issues come from Location Main. Fuel Issues tax comes from Location Main for in-house issues, and Vendor Main for commercial issues.

System Flags

Flag No.	Description	Notes
5010	Client Prefix Code	This system flag sets the Client Prefix Code, usually set by AssetWorks.
5345	Tax parts issues to department? (Y/N/O)	If the flag is set to Y, then the system will apply tax schemes when issuing parts to a department (unit using department). If the flag is set to O, the system will apply tax schemes when issuing parts to departments flagged as outside the organization. N will be the default value.
5346	Tax labor issue to department? (Y/N/O)	If the flag is set to Y, then the system will apply tax schemes when issuing labor to a department (unit using department). If the flag is set to O, the system will apply tax schemes when issuing labor to departments flagged as outside the organization. N will be the default value.
5347	Commercial fuel issue to department? (Y/N/O)	The default will be N. When flag value is Y, then apply tax scheme when commercial fuel issue to department (unit using department); If O, apply tax scheme when commercial fuel issue to department those flagged as outside organization.
5348	In-house fuel issue to department? (Y/N/O)	The default will be N. When the flag value is Y, then apply tax scheme when in-house fuel issue to department (unit using department); If O, apply tax scheme when in-house fuel issue to department those flagged as outside organization.
5514	Default Tax Scheme by Login Location? (Y/N)	When set to Y, the default Tax Scheme to be utilized on Part Receive will be populated on User's Login Location's Tax Scheme value.