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Tax

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WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

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Introduction

Tax is an add-on that will allow you to add a tax percentage to the Costumer page, Contract page. View and print special reports (Tax Due Invoices, Tax Due Payments).It will also add a Tax column to look at in 5 regular reports (Customer, Contract, Commission, Invoice and Payment)

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Configuration

After purchase there will be a Tax icon under settings. Image Clicking on Tax will bring up Edit

Taxes

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File drop down
  • New-Opens the New window
  • Open-Opens window on highlighted tax
  • Print
  • Print preview

View drop down
  • Reset-resets the columns to default

The Main box:
  • Name-Name of tax
  • Percentage-Tax percentage
  • Type-the type of tax

New Button- Opens the new Tax Box

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Tax

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  • Name-Name of tax
  • Percentage-The tax percent
  • Type-What type of tax (Net, Discounted gross and Gross)

O.k., Cancel and Apply buttons.

O.K. button-Sends the new tax to the tax box Cancel button- Apply button-

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Customer in System

After you have added a Name and percentage to the tax page you can go into new or existing customers and add the tax you want by using the new tax drop down window show below. It can also be set to none.

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Usage

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New Contract

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On New Contracts you can use the new dropdown bar to apply the tax you want.



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Invoices and Reports

A Tax Column will now be available in your Invoices:

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This column is also printed and can be exported within the Invoices.

This Tax Column is found in reports for Customer, Contract, Commission, Invoice and Payment.

For Customer and Contract Reports, Tax shows all Customers and weather or not they have any Taxes associated with them.

For Commission Invoice and Payments Reports, Tax will show how much in taxes each contract is paying.



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FAQ

If there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.)))

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Additional Information

Tax - Wikipedia

ADD-ON:
$0 - As needed.

Table of Contents [Hide/Show]


Tax
   Introduction
   Configuration
      Taxes
      Tax
      Customer in System
   Usage
      New Contract
      Invoices and Reports
   FAQ
   Additional Information