Sage 300 ERP 2014 Tax Services User's Guide
Contents
1. 37 Menu Commands eto Web todas abalang e Javed aca Paba a nabang da aaa duebaceduusavesnebitesse 37 Fl Men sasa an onak ba na ta naan ang NA ce e kA GN er eee pa ead ANG nah es 37 Settings MENUS ara se kaaa NAN NALAGLAG RUE cit ALD A Lo Becta 38 PION MOTE id Anata Me pa Gee NARA rado een ss paa na Paa CASA PIDO mp Bka gl Ns 39 Data Entry Tools and Shortcuts 2 000 000 o cece c cece cccccccetetecccceeeeteccceeettttteneeeees 39 Working with Detail Entry Tables o cece ccc cece cence eee c cece eee eeeeeeeeeeeeee 41 Keyboard Shortcuts for Detail Tables 43 Setting Finder Criteria usa ag ad dans feelin e een darla ama ae eect Lal cee 43 Appendix D Support and Resources cceceeccceeeeeeceeeeeeeeeee 45 Finding Help and Documentation 2220 2200 22 occ cece ence e cece aaa cee eeeceeeeeeeceeeeeees 45 The Sage 300 ERP Learning Center e ccc cece ee eee eee c eee ee eee eeeeeeeaee 45 Context Sensitive Help c cece ccc cccecececccececeeccccceeectcececeeeetteeeee 45 Product Documentation 00 02 02 2 ccc cece eee ccc cece ccc a eee e ec ceeeceecceesceeseeessenseees 45 Support and ReEsour es cn cos ele duels A ats AA An NGA nan ed tie ich o che ka ata 46 How can we help you 2 02 2 eee e ccc a cece ceccccceceeececececeteccceceeettecceceeetettceeeeees 46 AN 49 iv Sage 300 ERP Tax Services Introduction Tax Services manages all taxes incurred by your company s sale or purchas2. 2 Press the Delete key on your keyboard 3 If you see a message asking you to confirm the deletion click Yes 42 Sage 300 ERP Tax Services Keyboard Shortcuts for Detail Tables To edit item information or detail tax information using the Detail Items Taxes screen 1 Select the detail on the table and then either click the Item Tax button or press F9 2 Edit the item information and or change the Tax Class or Tax Included options for the detail Keyboard Shortcuts for Detail Tables Use the following keyboard shortcuts to navigate in detail tables te Command Go left or right one column Pg Up Po Go to the top row in view Pon Go to the bottom row in view Tabor Enter Go to the next or previous column in a list Shift Tab or Shift Enter Setting Finder Criteria To help you search quickly through a long list of records you can use criteria to restrict the records that are displayed in the Finder and when you use the navigation buttons However at other times if the Finder uses criteria it might not display all the records you expect to see User s Guide 43 Appendix C Data Entry Tools Tips and Shortcuts To check or remove the criteria 1 Click the Finder Q 2 Click the Set Criteria button 3 Onthe screen that appears click the Clear button For instructions on setting criteria click the Help button when the Set Criteria screen appears 44 Sage 300 ERP Tax Services Ap
3. Appendix D Support and Resources documentation related to installation and setup These guides are available in the Docs folder on the Sage 300 ERP server and online in the Sage Customer Portal at e https customers sagenorthamerica com irj go km docs sageKM Sage Accpac ERP Ungated Customers Browsable Product Documentation Accpac UA Resources htm To view the guides in the Docs folder e On the Windows taskbar click Start gt Programs gt Sage 300 ERP gt Documentation Support and Resources Use the links below to find instructions software training one on one support technical specifications or other resources to get Sage 300 ERP working smoothly for your business Your Sage Business Partner is also an excellent resource to consult when you have questions about Sage 300 ERP How can we help you I m setting up Sage 300 ERP and need information or assistance e Sage 300 ERP Resources online https customers sagenorthamerica com irj go km docs sageKM Sage Accpac ERP Ungated Customers Browsable Product Documentation Accpac UA Resources htm Find and download user guides technical specifications and more e Sage 300 ERP Web Portal http www sage300erp com Find a business partner get priority support and more I m looking for instructions to complete a task in Sage 300 ERP While using Sage 300 ERP you can get instructions directly from the software in the following ways 46 Sage 300 ERP Ta
4. Before You Start Add the general ledger accounts you will need for your tax data To add or edit a tax authority 1 2 Open Common Services gt Tax Services gt Tax Authorities In the Tax Authority field enter a code up to 12 alpha numeric characters To edit a current tax authority use the Finder to select an existing code Enter a description for the new authority 4 Sage 300 ERP Tax Services 4 Deleting Tax Authorities Specify details on the Profile tab a Select a tax reporting currency b Enter an amount in the Maximum Tax Allowable field c Enter an amount in the No Tax Charged Below field d Select a tax base e Select a report level f Select the Allow Tax in Price option if you need it On the Accounts tab use the Finders to choose accounts Click Add to save a new authority or Save to save changes to an existing authority After adding tax authorities To print a list of the tax authorities you have added or edited click Print on the File menu For more information see Tax Authorities Report page 30 Add tax classes Enter tax rates Add tax groups Deleting Tax Authorities If you no longer need to remit taxes to a specific tax authority you can delete the record for that tax authority Before You Start Before deleting a tax authority make sure you no longer need its tax rates and classes You cannot delete a tax authority if it is currently assigned to a tax gr
5. Before deleting a tax class make sure you no longer need its tax rates To delete a tax class 1 Open Common Services gt Tax Services gt Tax Classes 2 Select the line to delete 3 Click Delete All tax rates for this class for this authority will also be deleted Entering Tax Rates You enter tax rates for each set of sales and purchases tax classes Note When you enter a new tax rate or change an existing tax rate the new rate will apply only to invoices entered after you save your changes To edit the tax already calculated on invoices in open unposted batches use the Accounts Taxes screen in Accounts Receivable and Accounts Payable or the Items Taxes screen in Order Entry For more information about editing taxes manually see A R A P or O E help Before You Start Before you enter tax rates you must add tax authorities and tax classes To enter tax rates 1 Open Common Services gt Tax Services gt Tax Rates 2 Select a Tax Authority code 3 Select Sales or Purchases as the transaction type 4 For each item tax class enter the applicable tax rates as a percentage For example to enter a tax rate of 6 type 6 00 5 When you are finished click Add or Save After entering tax rates To print a list of the tax rates you have entered click Print on the File menu For more information see Tax Rates Report page 32 8 Sage 300 ERP Tax Services Adding Tax Groups Adding Tax Groups You cr
6. Click the New button to begin entering another transaction Clear Saved Restores default This command is available for forms and Settings settings for a report for some reports Save Settings Saves the current This command is available for forms and commandi This command is available for forms and available for forms and 38 Sage 300 ERP Tax Services Data Entry Tools and Shortcuts commana beep as Defaults report settings as for some E personal defaults Help Menu M MANS Menu Commands Description S Co Displays version and copyright information for the current screen and PE a S Contents Opens Opens Help Using Help Opens Help to an introductory topic on how to use Help Data Entry Tools and Shortcuts Use these tools and shortcuts to speed up data entry in Sage 300 ERP Data Entry Tools and Shortcuts oo The Drilldown F button appears beside some data entry fields and in some column headings in transaction detail entry tables Click it to view details of the record or transaction in the corresponding field You can drill down both within Sage 300 ERP programs and between separate programs For example you can drill down e From General Ledger transactions to original transaction entries From Accounts Receivable to Order Entry From Accounts Payable to Purchase Orders From one transaction to an originating transaction such as from a credit note to the invoice within a program F
7. and from non Sage 300 For example you could use a spreadsheet to User s Guide 37 Appendix C Data Entry Tools Tips and Shortcuts ESTI Nae ERP programs enter current requisitions or purchase orders when setting up your system and then import the transactions later Note You cannot import serial or lot numbers for kit components Prints the current On screens with a corresponding report click report list or screen File gt Print to open the report screen which you use to select report options if applicable before printing the report Print Setup Selects a printer and Click File gt Print Setup to set up your sets printing options printer You can select the default printer or select another from the list of installed printers For more information about print options refer to your operating system documentation Saves the entries or If you have just entered a new record Add changes you have made appears instead of Save to the current screen Settings Menu Settings Menu Commands Ca Sa Auto Clear Creates a new entry Use the Auto Clear option to streamline automatically when you data entry in transaction entry screens post a transaction i e IfAuto Clear is turned on all fields are cleared each time you post a transaction allowing you to immediately begin entering another transaction If Auto Clear is turned off transaction information remains on the screen after you post it
8. coc cece ence eee e eee c ee eeeceeeeceeeeeeeees 14 Printing the Tax Classes Report c cece ccc eee eee eee cece cece cece ceeeceeceeeeeeeeeeeees 15 Printing the Tax Groups Report 220 e cece ccc cece cece ccc ee cece eee e cece eceeeeeeeeeeees 15 Printing the Tax Rates Report 15 Printing the Tax Tracking Report e cece eee eee ee eee e eee cee eee e eee e eee eeeeeeeeeeeeeeee 16 Appendix A Tax Services Screen Guides 00 0 19 Setup Screens 22 aa 19 Tax Authorities Screen aooo 000000 00000000A 0AP PAPPI PDPPP IPDP PPDP DDD rror 19 User s Guide iii Contents Tax Classes Sereen samaan gcse se rt eau ee een eee Se 24 Tax Groups SEEM sxc asan dna Baasa haah magdl NTG ae a dds n ak EL Na ka ate dee yt rhode nd Dees eh ceo Soe 26 Wax Rates SGhCSM ake e nA a aida An mahaba nda e ld gd PAYAG nd ON NG 29 REPOKESErEEMSIK ot NG Kb as KGG ka ANNA ee uh do bn haban a na edil mang pud bana a de do Waa AAE 30 Tax Authorities Report a 30 Tax ClasSeSi Reports aadd nha hove Na ad otis oan se nis 31 Tax Groups ROO uri a a tron dahan Na Saba NAA NANANG ARR STAB 32 Tax Rates REPONE a cel A goa ie ee a BALANG NAG paman Na tl lh 32 Tax Tracking ROPORG aa dated See ences see Nd ad dane cloves nates casted ages ita bondi 33 Appendix B Tax Services Security Authorizations 35 Appendix C Data Entry Tools Tips and Shortcuts
9. gt Tax Authorities Select the range of tax authorities to include Click Print Printing the Tax Classes Report The Tax Classes report lists the sales or purchases tax classes defined for your company To print the Tax Classes report 1 Open Common Services gt Tax Services gt Tax Reports gt Tax Classes Select the range of tax authorities to include and the transaction type Sales or Purchases Click Print Printing the Tax Groups Report The Tax Groups report lists the tax groups defined for your company To print the Tax Groups report 1 2 3 4 Open Common Services gt Tax Services gt Tax Reports gt Tax Groups Select the range of tax groups to include on the report Specify the transaction type Sales or Purchases Click Print Printing the Tax Rates Report The Tax Rates report lists the tax rates defined for your company s sales and purchases User s Guide 15 Chapter 2 Printing Tax Services Reports To print the Tax Rates report 1 u UN Open Common Services gt Tax Services gt Tax Reports gt Tax Rates Select the range of tax authorities to include Select the transaction type Sales or Purchases Click Print Printing the Tax Tracking Report The Tax Tracking report provides a complete listing of tax amounts charged for taxable transactions since the last date on which tax information was reported and cleared Use this report to e Complete
10. of the tax group All customers and vendors assigned to a tax group must use the same currency as the group You cannot change the currency after you have added the authority or group Tax Classes Screen To Open this Screen Open Common Services gt Tax Services gt Tax Classes 24 Sage 300 ERP Tax Services Setup Screens Related Tasks e Adding Tax Classes page 7 e Deleting Tax Classes page 7 Overview You use the Tax Classes screen to e Add tax classes to the tax tables you set up for your tax authorities e Change information for existing tax classes e Delete tax classes you no longer need Fields and Controls Class Type Select one of the following class types e Customers Select this class type if the transaction type is Sales e Items Select this class type if the transaction type is Purchases Tax Authority Select the code for a tax authority Note If a description exists for the tax authority it appears in the field to the right Transaction Type Select a transaction type Sales or Purchases Detail Table Exempt To apply an exemption to a specific tax class and tax authority enter Yes in this field by double clicking the field The subledgers set the tax amount and the tax base to zero for exempt tax classes and tax authorities User s Guide 25 Appendix A Tax Services Screen Guides Tax Groups Screen To Open this Screen Open Common Services gt Tax Services gt Tax Group
11. physical setting as print destination 12 printing reports 13 options 12 purchases tax groups 26 transaction types 24 R rates See tax rates reports 11 print destinations 12 13 printing options 12 Reports screens Tax Authorities report 30 Tax Classes report 31 Tax Groups report 32 Tax Rates report 32 Tax Tracking report 33 retainage 6 19 26 30 S sales tax groups 26 transaction types 24 screen guides 19 security authorizations 35 setting up Tax Services 3 Settings menu commands 38 Auto Clear 38 Clear Saved Settings 38 Save Settings as Defaults 38 Setup screens Tax Authorities 19 Tax Classes 24 Tax Groups 26 Tax Rates 29 shortcuts 39 standard taxable class 7 surtaxes 19 26 T tax authorities 4 5 assigning to tax groups 26 tax rates for purchases and sales 29 Tax Authorities report 30 printing 14 Tax Authorities screen 19 fields and controls 19 tax base reports 30 33 specifying 19 tax classes 7 Tax Classes report 31 printing 15 Tax Classes screen 24 fields and controls 25 tax exempt customers 19 Index tax groups 9 Tax Groups report 32 printing 15 Tax Groups screen 26 fields and controls 26 tax rates 8 Tax Rates report 32 printing 15 Tax Rates screen 29 fields and controls 29 tax reporting currency reports 30 33 specifying 4 26 tax tables 24 26 29 Tax Tracking report 33 printing 16 taxes allowing in price 4 19 expensing separately 19 reporting in other
12. than functional currency 26 retainage reportingon 6 technical support 45 46 tools 39 tracking taxes 26 33 transaction types 24 U Upgrade Guide 45 Z Zoom button 41 User s Guide 51
13. you print For more information see Selecting a Printer for Reports page 13 Tip If you want to confirm the destination printer page size and orientation each time you print a report on the Desktop click View 5 File Print to a file When you print you specify details about the file to create including Format for example PDF DOC or XLS Destination Name Location E mail Print reports as attachments to e mail messages You specify the type of file to create Adobe Acrobat PDF You can open PDF files with Adobe Acrobat Reader available as a free download from the Adobe Software website Rich Text Format RTF You can open RTF files with most Windows and Linux word processing programs When you print a report Sage 300 ERP creates a PDF or RTF version of the report and attaches the report file to a new e mail message 3 Click OK Selecting a Printer for Reports When your print destination is Printer Sage 300 ERP prints reports to the Windows default printer unless you have assigned a specific printer to a report The ability to assign different printers to different reports at print time means that you are not limited to printing to the default printer For example you can User s Guide 13 Chapter 2 Printing Tax Services Reports use a different printer to print item labels than you use to print inventory worksheets To assign a specific report to a specific printer 1 2 5 O
14. Groups Report page 32 e After you finish setting up Tax Services use the Data Integrity feature in Administrative Services to make sure your data is sound then make a backup copy of it e Enter tax information in each subledger About Exporting Data If a single file contains multiple record types the data when exported will appear as two files in a CSV table or as two worksheets in an Excel spreadsheet or Access database 10 Sage 300 ERP Tax Services Chapter 2 Printing Tax Services Reports Use Tax Reports screens to print tax tracking reports and reports about your Tax Services system About Tax Services Reports You can print the following reports in Sage 300 ERP Tax Services Tax Authorities Tax Classes Tax Rates Tax Groups Tax Tracking All reports display Date and time the report was printed Report title Company name as entered in the Company Profile Page number Selection criteria for the report if any The number of records printed Note The default report settings for paper size and orientation are for printing to a laser printer which lets you print all tax reports on 87 by 11 paper You must use landscape orientation to print the Tax Groups and Tax Tracking reports The remaining reports use portrait orientation You can print double sided and collated reports User s Guide 11 Chapter 2 Printing Tax Services Reports Printing Tips Select report printing options
15. O Click the New O button or select New from a menu to begin creating a new record Zoom a Click the Zoom button or press the F9 key to view or enter supplementary information for a transaction detail or for a field In any detail entry table you can select a detail line and press F9 to open a screen that displays all the fields for a single detail including additional tax related fields that do not appear on the detail table You can edit existing details and even add new details for the document Beside any field that displays a Zoom button you can click the button or select the field and then press F9 to open a separate screen where you can view and enter supplementary information specific to that field Note If another Zoom button appears on the detail screen you can click it or press Shift F9 to open the new detail screen If you simply press F9 again the first detail screen closes This function is referred to as Detail Zoom To close the second detail screen press Shift F9 again After viewing or editing the information in the detail screen you can press F9 to close the screen Working with Detail Entry Tables The first tab of each transaction entry screen in Sage 300 ERP contains a detail entry table that shows the document details in tabular format In most cases you can enter all the necessary details for a document right on the table User s Guide 41 Appendix C Data Entry Tools Tips and Shortcuts Ti
16. Sage 300 ERP Sage 300 ERP 2014 Tax Services User s Guide This is a publication of Sage Software Inc Copyright 2014 Sage Software Inc All rights reserved Sage the Sage logos and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software Inc or its affiliated entities All other trademarks are the property of their respective owners Business Objects and the Business Objects logo BusinessObjects and Crystal Reports are trademarks or registered trademarks of Business Objects Software Ltd in the United States and in other countries Business Objects is an SAP company Your use of this document and the Sage product s described herein is governed by the terms and conditions of the Sage End User License Agreement EULA or other agreement that is provided with or included in the Sage product Nothing in this document supplements modifies or amends those terms and conditions Except as expressly stated in those terms and conditions the information in this document is provided by Sage AS IS and Sage disclaims all express implied or statutory warranties of any kind including but not limited to the warranties of merchantability fitness for a particular purpose or of non infringement No implied license is granted to you under any Sage intellectual property or trade secret right Sage reserves the right to revise supplement or remove information in this document at any time wi
17. able by another Authority all Authorities assigned to the Tax Group must have the Report Tax on Retainage option set to the same selection that is all Authorities must be set to At Time of Original Document or to At Time of Retainage Document For more information see Tax Authorities Screen page 19 To add or edit a tax group 1 Open Common Services gt Tax Services gt Tax Groups 2 Enter a code to add a new tax group or use the Finder to select an existing group User s Guide 9 Chapter 1 Setting Up Tax Services 3 Select the transaction type If you select Sales the sales tax table is displayed If you select Purchases the purchases tax table is displayed Choose a tax reporting currency if this is a multicurrency database Choose a tax reporting rate type if this is a multicurrency database Choose a tax calculation method N a ws In the table use the Finder to select an authority and then a If the authority is taxable double click the Taxable field to change the entry to Yes b If the authority uses a surtax double click the Surtax field to change the entry to Yes c Use the Finder for the Surtax On Authority field to select the surtax authority 8 Click Add to save a new tax group or click Save to save changes to an existing group After adding tax groups e To print a list of the tax groups you have added or edited click Print on the File menu For more information see Tax
18. and print destinations Report Printing Options You can print Sage 300 ERP data in a variety of reports to view key information Printed reports also serve as a source of backup information in case your data is damaged on your computer Sage 300 ERP provides four destinations for printing reports You can e Print to a physical printer to create permanent copies of the information e Print to a preview on your screen for quick review e Print to a file that you can save print later import into another program or transfer to other electronic media e Print to e mail to send a report as an e mail attachment For instructions on specifying the print destination for Sage 300 ERP reports see Selecting a Print Destination page 12 If you print reports to a physical printer you can also specify a particular printer to use for printing a report For instructions see Selecting a Printer for Reports page 13 Selecting a Print Destination You can print reports to a printer to the screen to a file or as an attachment to an e mail message Note If you are not assigned to a security group that has authorization to change the print destination the only destination available is a physical printer To select a print destination 1 On the Sage 300 ERP Desktop menu click File gt Print Destination 2 Select a print destination Printer Print to a physical printer 12 Sage 300 ERP Tax Services Printing Tips when
19. authority in your Sage 300 ERP system Sage 300 ERP subledgers use these tax rates to calculate taxes on items you buy and sell For each tax authority in your system Tax Services creates tax tables for The customer classes and item classes that you defined for sales The vendor classes and item classes that you defined for purchases e Edit tax rates if they change Fields and Controls Last Maintained Displays the date that the record was most recently changed This field is automatically updated with the Windows system date when you add a new tax authority tax group or tax rate and when you change an existing record Tax Authority Select the code for a tax authority Note If a description exists for the tax authority it appears in the field to the right Transaction Type Select a transaction type Sales or Purchases User s Guide 29 Appendix A Tax Services Screen Guides Report Screens Use Tax Reports screens to print tax tracking reports and reports about your Tax Services system Tax Authorities Report To Open this Screen Open Common Services gt Tax Services gt Tax Reports gt Tax Authorities Related Tasks e Printing the Tax Authorities Report page 14 Overview The Tax Authorities report lists the tax authorities defined for your company When to Print Print the report after you add change or delete tax authorities Information Printed on This Report The Tax Authorities rep
20. bank account or use the same expense account for all bank accounts If you select the Expense Separately option you must enter an expense account Do not select an account with the Post To Account field set as prohibited Expense Separately Select this option if you record tax as an expense and then specify the general ledger account to which expensed tax is posted If you select this option you must enter an expense account Example Assume your company purchases a 5100 inventory item at 7 federal tax if you expense the tax separately the 7 tax is debited to the expense account Do not select an account with the Post To Account field set as prohibited Recoverable Rate If you select the Tax Recoverable option enter the recoverable tax rate as a percentage using up to five decimal places The default rate is 100 00000 If you enter a rate less than 100 you can expense the unrecoverable portion using the Expense Separately option or you can include it in the cost of the item purchased 20 Sage 300 ERP Tax Services Setup Screens Recoverable Tax Account If you select the Tax Recoverable option enter the number of the general ledger account to which recoverable tax amounts paid are posted You cannot leave the account blank Do not select an account with the Post To Account field set as prohibited Tax Liability Account Enter the number of the general ledger account to which amounts calculated as sales taxes b
21. d This field is automatically updated with the Windows system date when you add a new tax authority tax group or tax rate and when you change an existing record Maximum Tax Allowable Enter the limit on the tax charged on an invoice by a tax authority If there is no limit accept the default amount all 9 s The amount displayed is in the reporting currency During tax calculations in A R A P O E and P O the maximum tax allowable is compared to the tax amount converted to the reporting currency If the converted tax amount is greater than the maximum tax amount allowed the maximum amount specified will be used as the tax amount for the reporting currency Note This field is available only if you select No Reporting in the Report Tax on Retainage Document field No Tax Charged Below Enter the minimum tax amount charged by a tax authority If there is no minimum accept the default amount all zeros The amount displayed is in the reporting currency During tax calculations in A R A P O E and P O the minimum tax will be compared to the tax amount converted to the reporting currency If the converted tax amount is less than the minimum tax no tax is charged Note This field is available only if you select No Reporting in the Report Tax on Retainage Document field 22 Sage 300 ERP Tax Services Setup Screens Report Level Specify whether to keep tax audit information for this authority e At Invoice Level Tax
22. dix C Data Entry Tools Tips and Shortcuts Use these tools and shortcuts to speed up data entry in Sage 300 ERP User s Guide 1 Introduction e Appendix D Support and Resources Find support and resources to help get Sage 300 ERP up and running quickly 2 Sage 300 ERP Tax Services Chapter 1 Setting Up Tax Services Use Tax Services setup screens to add authorities for the jurisdictions in which you are subject to tax as well as the tax classes tax rates and tax groups that determine how Sage 300 ERP calculates and reports tax on transactions processed in other modules Setting Up Tax Services This topic lists all the steps for setting up Tax Services Note To set up Tax Services you must be assigned to a user group that is authorized to maintain tax information For more information see Tax Services Security Authorizations page 35 Before You Start Make sure all the currency codes and currencies you need are included in Common Services If not enter the currencies you need To set up Tax Services 1 Activate the Tax Services program You must activate Tax Services before you can use Sage 300 ERP accounting programs that require sales tax data During activation tables to store tax information are created When activation is complete an icon for Tax Services is added to the Common Services folder For more information about activating Tax Services see the System Manager help 2 Gather all you
23. e of goods and services The program maintains tax tables calculates taxes and retains tax audit information It centralizes tax information on sales and purchases for all Sage 300 ERP accounting programs If you are required to report tax information such as a Value Added Tax or the Canadian Goods and Services Tax GST you must use Tax Services You must activate and set up Tax Services before you can enter tax information in your subledgers The Tax Services User s Guide contains the following chapters e Chapter 1 Setting Up Tax Services Use Tax Services setup screens to add authorities for the jurisdictions in which you are subject to tax as well as the tax classes tax rates and tax groups that determine how Sage 300 ERP calculates and reports tax on transactions processed in other modules e Chapter 2 Printing Tax Services Reports Use Tax Reports screens to print tax tracking reports and reports about your Tax Services system e Appendix A Tax Services Screen Guides Learn how to find and use Sage 300 ERP screens Each screen guide includes navigation information field help and a list of tasks you can use the screen to perform e Appendix B Tax Services Security Authorizations If security is turned on for your Sage 300 ERP system the system administrator must assign users security authorization for Tax Services screens This appendix describes the authorizations you can assign to Tax Services users e Appen
24. earn how to guarantee your Sage software is always up to date e Live Chat http community sageaccpac com Chat with a Sage representative at the Sage 300 ERP Community Web site 48 Sage 300 ERP Tax Services A authorities See tax authorities buttons Drilldown 39 Finder 39 Go 40 Navigation 41 New 41 Zoom 41 C classes See tax classes commands 39 D data entry screens 43 detail entry tables 41 details adding 42 deleting 42 editing 42 documentation and help 45 Drilldown button 39 Index e mail printing reports as attachments to 12 expense accounts 19 exporting data multiple record types 10 F File menu commands 37 Close 37 Customize 37 Export 37 Import 37 Print 38 Print Setup 38 Save 38 Finder button 39 setting criteria 43 function keys 39 G Go button 40 groups See tax groups guides and documentation 45 User s Guide 49 Index H Help menu 39 I icons 39 Installation and Administration Guide 45 Installation and System Administrator s Guide 45 installing Sage 300 ERP documentation on 45 K keyboard shortcuts for detail tables 43 keys 39 menus and commands 37 39 File 37 Help 39 Settings 38 Navigation buttons 41 New button 41 O options for printing reports 12 50 Sage 300 ERP Tax Services P print destinations 12 e mail attachment 12 file 12 physical printer 12 preview on screen 12 printer assigning to a specific report 13 printer
25. eate sales and purchases tax groups to which you assign tax authorities Notes e Tax reporting currency allows clients to report taxes in a currency that is different than the customer vendor currency or the functional currency Some countries such as Singapore require that when invoicing a source currency for example USD the tax amount and the exchange rate used be shown on the invoice in the currency of the country for example Singapore Since taxes are remitted to the taxing authority in the reporting currency tax tracking will reflect the information for this reporting currency General Ledger entries will be in the reporting currency for remitting and audit purposes e When you assign a tax authority to a tax group and then change the Report Tax on Retainage Document option in the Tax Authorities screen for that tax authority you must also update the Tax Group to reflect this change and to Before You Start e Before you set up tax groups you need to add your tax authorities tax classes and tax rates e If an Authority within the tax group uses surtax both the Authority and Surtax on Authority must have the Report Tax on Retainage Document option in the Tax Authorities screen set to the same selection that is both Authorities must be set to At Time of Original Document or to At Time of Retainage Document For more information see Tax Authorities Screen page 19 e If an Authority within the tax group is tax
26. eens Print setup reports Maintain Tax Edit tax screens Information Print Tax Tracking Print the Tax Tracking report Report Import Tax Services Import data if access to maintain tax information has been Data granted Export Tax Services Export data if access to maintain tax information has been Data granted User s Guide 35 Appendix C Data Entry Tools Tips and Shortcuts Use these tools and tips to speed up data entry in Sage 300 ERP Menu Commands The following commands appear on the File Settings and Help menus on Sage 300 ERP screens File Menu File Menu Commands Close Closes the current You can also press Alt F4 to close a screen screen Customize Lets you hide or display Click File gt Customize to hide fields on an fields for users by UI open screen for users assigned to a UI Profile Profile ID ID for that screen When these fields are hidden data that would normally appear in these fields cannot be printed For more information see the help for the UI Profile Maintenance screen in the System Manager help Export Exports data recordsto Click File 5 Export to export data other Sage 300 ERP databases and non For example you could export purchase Sage 300 ERP statistics for use in spreadsheet or database programs software Note You cannot export serial or lot numbers for kit components Import Imports data records Click File 5 Import to import data from other databases
27. ent field For more information see Tax Authorities Screen page 19 Surtax Authority Displays the description for the surtax authority that is specified in the Surtax On Authority field Surtax on Authority Select the tax authority on which the surtax is based Note If a tax authority uses a surtax the tax authority and the surtax authority must both use the same setting in the Report Tax On Retainage Document field For more information see Tax Authorities Screen page 19 Taxable Indicates whether the tax charged by an authority is taxable To change the status double click the field or press the Spacebar The order of tax authorities in a tax group is important for taxes that are taxable For more information see About the Order of Tax Authorities ina Group page 6 If an authority within the tax group is taxable by another authority all authorities assigned to the tax group must use the same setting in the Report Tax On Retainage Document field For more information see Tax Authorities Screen page 19 Tax Authority Select the code for a tax authority to which your company remits taxes tax group are listed 28 Sage 300 ERP Tax Services Setup Screens Tax Rates Screen Overview To Open this Screen Open Common Services gt Tax Services gt Tax Rates Related Tasks e Entering Tax Rates page 8 You use the Tax Rates screen to e Enter tax rates for purchases and sales for each tax
28. es Report Screens When to Print Print the report after you add change or delete tax rates Information Printed on This Report The Tax Rates report lists the following information e The authority code e The tax classes Customer and Item or Vendor and Item Each class is identified by its code and description e The tax rates for each combined customer item class or each combined vendor item class Tax Tracking Report To Open this Screen Open Common Services gt Tax Services gt Tax Reports gt Tax Tracking Related Tasks e Printing the Tax Tracking Report page 16 Overview The Tax Tracking report provides a complete listing of tax amounts charged for taxable transactions since the last date on which tax information was reported and cleared Use this report to e Complete reports required by government such as for goods and services or value added taxes and as supporting documentation for such reports e Reconcile general ledger accounts When to Print Print the report when you need tax information or at the end of reporting periods when you want to submit the information to tax authorities User s Guide 33 Appendix A Tax Services Screen Guides Information Printed on This Report The Tax Tracking report lists the following information Source currency code Customer currency code Tax reporting currency code Tax authority code For each transaction the customer or vendor number and na
29. ge or delete tax classes Information Printed on This Report The Tax Classes report lists the following information e The authority code and description e The class types Customer and Item or Vendor and Item e For each class type a list of tax classes Each class is identified by its code and description e The exempt status User s Guide 31 Appendix A Tax Services Screen Guides Tax Groups Report To Open this Screen Open Common Services gt Tax Services gt Tax Reports gt Tax Groups Related Tasks Overview Printing the Tax Groups Report page 15 The Tax Groups report lists the tax groups defined for your company When to Print Print the report after you add change or delete tax groups Information Printed on This Report The Tax Groups report lists the following information The group code and description The tax calculation method Summary or Detail A list of tax authorities in the group giving their codes and descriptions and indicating whether their taxes are taxable that is taxable surtax and surtax on authority The tax reporting currency The tax reporting rate type Tax Rates Report To Open this Screen Open Common Services gt Tax Services gt Tax Reports gt Tax Rates Related Tasks Overview Printing the Tax Rates Report page 15 The Tax Rates report lists the tax rates defined for your company s sales and purchases 32 Sage 300 ERP Tax Servic
30. inder Q The Finder Q appears in some data entry fields and in some table headings in transaction entry screens Click it when you want to look up records you can select for a field User s Guide 39 Appendix C Data Entry Tools Tips and Shortcuts Tool Shortcut Description Key Use the Finder to search lists of codes maintained in or used by Sage 300 ERP programs such as document numbers terms codes and account set codes You can use menu commands in the Finder to help you search as follows e On the Settings menu select Color options to highlight a field using color for the text or for the background On the Settings menu select Field Name as Column Heading to use field descriptions or internal field names as column headings On the Settings menu use Columns options to specify columns that appear in the table On the Global Settings menu select the Go to Filter First option if you want the Finder to display the same filter settings you specified on the Find By list the next time you search this type of record You can also use the Auto Search option to locate a record quickly in a long list To do this select Auto Search and the criteria by which you want to search and then begin typing the characters that start or are contained in the field you are searching on Note Records that appear in the Finder are restricted by any selection criteria you apply to this field If you cannot find the record you are looki
31. information is printed at the invoice level on the Tax Tracking report You can clear the tax information after printing if you print to a printer or file e No Reporting Tax audit information is not kept and the Tax Tracking report is blank If you are adding an authority but are not ready to enter tax rates select No Reporting and later edit the field when you are ready to accumulate tax information Report Tax on Retainage Document Specify when to report tax on retainage for each tax authority e No Reporting You can enter information for the tax authority in the Maximum Tax Allowable and No Tax Charged Below fields e At Time of Retainage Document If Accounts Receivable and Accounts Payable specify Report Tax As Per Tax Authority tax on retainage is posted to the tax accounts and tax reports are updated when you invoice for outstanding retainage e At Time of Original Document Tax on retainage is calculated and reported when you post an original document that includes retainage Important The choice of whether or not authorities report tax on retainage should be consistent within a tax group If you change the option to or from No Reporting for one authority in a tax group you should also update the other authorities in the tax group or you may compromise the integrity of your data For more information see About Reporting Tax on Retainage page 6 Tax Base Select the base on which sales tax is calculated except fo
32. lts If you need to calculate tax for an authority by both detail and summary you must set up two tax groups for the same authority Tax Group Select a code for an existing tax group or enter a unique code for a new tax group Codes for tax groups can be up to 12 characters long Tax Reporting Currency This field appears only if the multicurrency option is selected in the Company Profile This feature allows you to report taxes in a currency that is not the customer vendor currency or the functional currency Note The currency of the tax authority must be the same as the currency of the tax group All customers and vendors assigned to a tax group must use the same currency as the group You cannot change the currency after you have added the authority or group Tax Reporting Rate Type This field appears on the Tax Groups report only if the multicurrency option is selected in the Company Profile Transaction Type Select a transaction type Sales or Purchases Detail Table Description Displays the description for the tax authority User s Guide 27 Appendix A Tax Services Screen Guides Surtax To apply a surtax to the tax amount for a selected tax authority enter Yesin this field by double clicking the field You can then select a surtax authority in the next field Note If a tax authority uses a surtax the tax authority and the surtax authority must both use the same setting in the Report Tax On Retainage Docum
33. me transaction date transaction source code originating program and transaction type transaction number invoice amount tax base and tax amount Customer totals as of the selected date or fiscal year and period in customer vendor functional or tax reporting currency Authority totals as of the selected date or fiscal year and period in customer vendor functional or tax reporting currency A summary of totals by tax authority for the date or fiscal year and period 34 Sage 300 ERP Tax Services Appendix B Tax Services Security Authorizations If security is turned on for your Sage 300 ERP system the system administrator must assign users security authorization for Tax Services screens For information on turning on security setting up security groups and assigning authorizations refer to the System Manager help Note To change the print destination for forms and reports you must have Change Print Destination security authorization for Administrative Services To view records and to print reports in Tax Services you must belong to a security group with Common Inquiry authorization Common Inquiry permission by itself does not let you edit any Tax Services records To edit records or perform processing tasks the system administrator must grant the group access to additional tasks from the following list Tax Services Security Authorizations Security Description Authorization Common Inquiry View setup scr
34. ng for with the Finder or the navigation buttons check the Finder to see whether any criteria are being used to limit the selection If necessary remove the selection criteria For more information see Setting Finder Criteria page 43 Tip For additional instructions on using the Finder to select records press F1 when the Finder screen appears The Go button appears on screens where you must enter information such as filter criteria before viewing records that match the information you enter For example on some Statistics and Inquiries screens you must select a range of years and periods and specify an item number or vendor number before you can view statistics If you use multicurrency accounting you must also specify a currency After specifying this information you click the Go gt gt button or press F7 to view statistics 40 Sage 300 ERP Tax Services Working with Detail Entry Tables Key Navigation n a Click the Previous and Next buttons to navigate through a list Ka bt of existing records or click the First and Last buttons to navigate to the first and last records Note If you clicked the Set Criteria button on the Finder screen and specified criteria only records that match the criteria you specified will appear when you use the navigation buttons If a record does not appear click the Finder A and check to see whether you have specified criteria that prevent the record from appearing F9 New
35. on the tax authority Some authorities expect you to report tax when you post a retainage document others let you report tax when you post an original document to which retainage applies 6 Sage 300 ERP Tax Services Adding Tax Classes Adding Tax Classes You must define tax classes for sales and purchases for each tax authority in your Sage 300 ERP system You can define up to 10 tax classes for each of the following e Customers e Sales items e Vendors e Purchase items Before You Start Before adding tax classes you must add tax authorities To add or edit tax classes 1 Open Common Services gt Tax Services gt Tax Classes 2 Select a Tax Authority code Transaction Type and Class Type 3 Inthe Description field enter a name for the first class 4 Press Tab or Enter to add each remaining class 5 Click Add or Save 6 Repeat the same steps for the other class type for the table For example if you entered customer classes in the sales tax table now enter item classes If you do not do this you cannot enter rates in the table After adding tax classes e To print a list of the tax classes you have added or edited click Print on the File menu For more information see Tax Classes Report page 31 e Enter tax rates Deleting Tax Classes If you no longer need a specific tax class you can delete the record for that tax class User s Guide 7 Chapter 1 Setting Up Tax Services Before You Start
36. ort lists the following information for each tax authority in the specified range e The authority code and description e The base on which sales tax is calculated Tax Base The retainage tax base is the amount before included taxes used as the base for calculating the tax on retainage at the time the retainage is invoiced e Whether tax is reported at the invoice level Tax Tracking e Whether tax can be included in the item price Allow Tax in Price e The tax reporting currency only for a multicurrency accounting system e The minimum tax cutoff No Tax Charged Below e The maximum tax allowable 30 Sage 300 ERP Tax Services Report Screens e Whether tax is recoverable and if so the recoverable rate and Recoverable Tax account e Whether tax is expensed separately and if so the Expense account e The date the record was last changed e The Tax Liability account e The tax amount The retainage tax amount is the amount of tax for the retainage document e Whether to report tax on retainage documents at the time of retainage or at the time of the original document or not at all Tax Classes Report To Open this Screen Open Common Services gt Tax Services gt Tax Reports gt Tax Classes Related Tasks e Printing the Tax Classes Report page 15 Overview The Tax Classes report lists the sales or purchases tax classes defined for your company When to Print Print the report after you add chan
37. oup To delete a tax authority 1 2 Open Common Services gt Tax Services gt Tax Authorities Using the Finder select the code you wish to delete Click Delete All tax rates and classes for this authority code will also be deleted User s Guide 5 Chapter 1 Setting Up Tax Services About the Order of Tax Authorities in a Group The position of tax authorities in a tax group is important for taxes that are taxable If a tax is taxable the tax amount is added to the base for calculating invoice tax for all authorities lower on the group list Example You have 2 tax authorities in a tax group Each authority has a tax rate of 5 The first tax is taxable the second is not For a 100 00 invoice e The tax calculated for Authority 1 is 5 of 100 00 5 00 The base is 100 00 e The tax calculated for Authority 2 is 5 of 100 00 5 00 5 25 The base is 105 00 since it includes the tax charged by Authority 1 About Reporting Tax on Retainage Usually Sage 300 ERP reports tax by posting tax amounts to tax accounts and updating tax tracking reports when you post invoices credit notes and debit notes Typically tax amounts are posted to tax accounts as follows e Tax recoverable or tax expense accounts are used for taxes that apply to Accounts Payable documents e Tax liability accounts are used for Accounts Receivable However the timing of your liability or expense for tax on retainage depends
38. owsable Product Documentation Accpac_ UA_Resources htm Find and download user guides technical specifications and more User s Guide 47 Appendix D Support and Resources e Support and Services http na sage com sage 300 erp product support Find links to support services contact our support team and learn how to guarantee your Sage software is always up to date I want to become a more skilled user of Sage 300 ERP Find links to Sage software training online communities and more e Sage University www sageu com sage300erp Convenient professional training options to help you achieve your business goals e Sage Summit http na sage com sage summit Connect with peers and experts at our annual conference e Priority Software Support http na sage com sage 300 erp product support Learn how to get unlimited support by phone e mail and live chat I want to share knowledge with other Sage 300 ERP users Find and share tips tricks and solutions online in the Sage 300 ERP Community e Sage 300 ERP Community http community sageaccpac com Explore Sage 300 ERP blogs discussions FAQs resources and more e Sage Summit http na sage com sage summit Connect with peers and experts at our annual conference I want to contact a Sage 300 ERP representative e Support and Services http na sage com sage 300 erp product support Find links to support services contact our support team and l
39. p If there are more columns than can be displayed at one time you can use the horizontal scroll bar at the bottom of a list to view the additional columns You can also rearrange the order of columns or change column widths consistent with how you enter data You can also view and edit all the fields for a single detail on a separate Detail Items Taxes screen To view this screen select a detail line and click the Item Tax button below the table or press F9 Note You use the Detail Items Taxes screen to view or change tax information for a detail Detail tax fields do not appear in the detail table To add details using the detail table do one of the following e If a blank line is highlighted tab to the Item Number field then either type the item number or select it from the Finder Enter the remaining information for the detail e To start a new line press Insert or tab through the end of the last line on the table If you want to insert a new line in a specific location highlight the line above the location and then press Insert Note A detail line is saved as you enter it on the detail entry table To edit details using the detail table e Select the line you want to edit and then enter your changes on that line Note For information about using your keyboard to move within a detail table see Keyboard Shortcuts for Detail Tables page 43 To delete details using the detail table 1 Select the line you want to delete
40. pen the report screen that you want to assign to a printer On the report screen click File gt Print Setup The program displays the Windows default printer but you can change the printer for a specific report Select the Specific Printer option and then select from the list the printer to use for this report The printer list includes all printers that have been added to the Printers and Faxes list in Windows Select a paper source if you want to use a particular paper tray or paper stock for this report Click OK to close the Print Setup screen To clear the assigned printer for a specific report 1 2 On the Sage 300 ERP desktop select highlight the icon for the report On the Desktop Object menu click Restore Defaults or right click the report icon and then click Restore Defaults on the list that appears In the Restore Defaults dialog box select the Print Settings option then click OK The print setup for that report is reverted to the desktop default To have the program prompt you to specify a printer and print options each time you print On the Sage 300 ERP Desktop View menu click Preferences gt Confirm On Print Printing the Tax Authorities Report The Tax Authorities report lists the tax authorities defined for your company 14 Sage 300 ERP Tax Services Printing the Tax Classes Report To print the Tax Authorities report 1 Open Common Services gt Tax Services gt Tax Reports
41. pendix D Support and Resources Find support and resources to help get Sage 300 ERP up and running quickly Finding Help and Documentation You can find information about setting up and using Sage 300 ERP in the Sage 300 ERP Learning Center and in the product documentation included with this release Note For technical support visit our customer support website at http na sage com sage 300 erp product support or contact your Sage business partner The Sage 300 ERP Learning Center The Learning Center is where you ll find documentation for new product features and modules in the Sage 300 ERP Portal It features articles and information about the portal shortcuts snapshots and Inquiry You view the Learning Center in one of the following ways e Open the Sage 300 ERP Portal and on the welcome bar at the top of the screen click Help gt Learning Center e On the tab menu for any portal tab click Help Context Sensitive Help Sage 300 ERP features context sensitive help that you can use to quickly open and view articles and information directly from Sage 300 ERP screens e Inthe Sage 300 ERP Portal click Help on the tab menu to view help for the current screen e On the Sage 300 ERP Desktop press F1 to view help for the current screen Product Documentation Sage 300 ERP includes guides in printable PDF format including the Installation and Administration Guide Upgrade Guide and other User s Guide 45
42. r current tax records such as A list of the sales tax accounts used in your general ledger such as the tax liability recoverable tax and tax expense accounts e A list of your sales areas with their associated tax authorities such as federal state or provincial and tax rates User s Guide 3 Chapter 1 Setting Up Tax Services 3 Add the general ledger accounts you need for your tax data Tax data is posted to the following general ledger accounts Tax liability to which amounts calculated and collected as sales taxes are posted Recoverable tax if any of the tax amounts paid on purchases are recoverable from the authority This is an asset or contra liability account Expense if tax amounts are expensed separately from the goods or services on which the tax was charged Add a record for each tax authority to whom you remit taxes For more information see Adding Tax Authorities page 4 Define the tax classes for each authority For more information see Adding Tax Classes page 7 Enter the tax rates for each set of sales and purchases tax classes For more information see Entering Tax Rates page 8 Set up tax groups containing the authorities For more information see Adding Tax Groups page 9 You are now ready to enter tax information in your subledgers Adding Tax Authorities For each tax authority to whom you remit taxes you create a record with details about the tax authority
43. r summary invoice tax calculation in Accounts Receivable where the amount is always the base regardless of the tax base selected here e Selling price The base for calculating tax on an invoice or credit note is the item quantity multiplied by the price which is entered in the item User s Guide 23 Appendix A Tax Services Screen Guides record e Standard cost The tax base on an invoice or credit note item is calculated by multiplying the item quantity by the type of cost as follows Accounts Receivable calculates tax on the item cost entered in the item record Order Entry calculates tax using the standard cost in Inventory Control e Most recent cost The tax base on an invoice or credit note item is calculated by multiplying the item quantity by the type of cost as follows Accounts Receivable calculates tax on the item cost entered in the item record Order Entry calculates tax using the most recent cost in Inventory Control e Alternate amount 1 or 2 Accounts Receivable calculates tax on the tax base entered in the item record Order Entry calculates tax using the definable costs in Inventory Control Tax Reporting Currency This field appears only if the multicurrency option is selected in the Company Profile This feature allows you to report taxes in a currency that is not the customer vendor currency or the functional currency Note The currency of the tax authority must be the same as the currency
44. reports required by government such as for goods and services or value added taxes and as supporting documentation for such reports e Reconcile general ledger accounts Before You Start Post any open batches in your ledgers To print the Tax Tracking report 1 Open Common Services gt Tax Services gt Tax Reports gt Tax Tracking Select the range of tax authorities to include on the report If you use multicurrency accounting specify the currency source functional or reporting in which to report tax amounts Specify whether to report amounts by fiscal period or by document date then specify the fiscal year and period or the document date as of which to report Specify whether to sort the printed report by tax authority or item tax class If you are printing the report by item tax class enter the range of tax classes Select the transaction type Sales or Purchases 16 Sage 300 ERP Tax Services Printing the Tax Tracking Report 8 If you are printing to a printer or file and you want to clear the tax information after printing the report select Clear Tax Tracking Information 9 Click Print User s Guide 17 Appendix A Tax Services Screen Guides Learn how to find and use Sage 300 ERP screens Each screen guide includes navigation information field help and a list of tasks you can use the screen to perform Setup Screens Use Tax Services setup screens to add authorities for the ju
45. risdictions in which you are subject to tax as well as the tax classes tax rates and tax groups that determine how Sage 300 ERP calculates and reports tax on transactions processed in other modules Tax Authorities Screen Overview To Open this Screen Open Common Services gt Tax Services gt Tax Authorities Related Tasks e Adding Tax Authorities page 4 e Deleting Tax Authorities page 5 You use the Tax Authorities screen to e Add new tax authorities to the system e Change information for existing tax authorities e Delete tax authorities you no longer need e Specify when to report tax on retainage documents You can report tax on retainage when the retainage is invoiced or when the original invoice is posted Fields and Controls Description User s Guide 19 Appendix A Tax Services Screen Guides Enter the official description or name for the tax authority The description can be up to 60 characters long Tax Authority Select a code for an existing tax authority or enter a unique alphanumeric code for a new tax authority Codes for tax authorities can be up to 12 characters long Accounts Tab Expense Account Expense accounts are accounts to which the program posts amounts charged against your bank account for interest on loans penalties on returned checks bank service charges and other expenses that are reported on your bank statements You can set up one or more expense accounts for each
46. s Related Tasks e Adding Tax Groups page 9 Overview You use the Tax Groups screen to e Assign tax authorities to sales and purchases tax groups specifying the order of taxes in each group For more information see About the Order of Tax Authorities in a Group page 6 e Change information for existing tax groups e Delete tax groups you no longer need e Specify a tax reporting source currency for multicurrency companies Fields and Controls Description Enter a description or name for the tax group The description can be up to 60 characters long Last Maintained Displays the date that the record was most recently changed This field is automatically updated with the Windows system date when you add a new tax authority tax group or tax rate and when you change an existing record Tax Calculation Method Select a tax calculation method for the group e Calculate tax by summary Tax is calculated on the invoice total by multiplying the document amount by the tax rate 26 Sage 300 ERP Tax Services Setup Screens authority in the group allows tax to be included in the price e Calculate tax by detail Tax is calculated on each invoice detail by multiplying the tax base by the tax rate The total tax for the invoice is the sum of the tax calculated for each detail line The method you select applies to all authorities in the group Note Due to rounding the two methods may produce different resu
47. thout notice to you or others Sage End User License http na sage com sage na eula Contents gs AA AA 1 Chapter 1 Setting Up Tax Services 3 Setting Up Tax Services 3 Adding Tax Authorities 0 22002 c cece ccc ence cence cece e cece eee AAAI Aaaa eeeceeeeeeeees 4 Deleting Tax Authorities 22000 0 c ice c cece cece ccc ccc ccccececceeeccececcceeeccccerscceeecceeetcceeeteees 5 About the Order of Tax Authorities in a Group oooocccccccccccccccccccccccccccccnnnnccccnnnnnnncccnnnnns 6 About Reporting Tax on Retainage ooo cece cence cece cee cece e cece eeeeeeeeeeeeeees 6 Adding Tax Classes 22232 un ee onsen cnc NGA NG ANAN 7 Deleting Tax Classes 7 Entering Tax Rates e eee eee e eee e ee ee ee PADDEL LEDDA aaa aaaea 8 Adding Tax Groups ecreis eee eee eee e cece eee eee ee cece ee cneeeeeceeeseeeeeeseeseeeseees 9 About Exporting Data coc cece ccc cece ce cee cece Aaaa 10 Chapter 2 Printing Tax Services Reports 11 About Tax Services Reports aoaaa aaao c cece ccc c ence cece cece ccceceteceeceeettteccceeeeeteseceeeees 11 Ponang TIDS a kanga ites sc nsec ean A 12 Report Printing Options 2 1 7220 223282418444008 NN NGA AALALA 12 Selecting a Print Destination c occ eece cence eee cece anana onanan 12 Selecting a Printer for Reports 2200 c cece cece cece cece ccc eeceececeeeeeeceeeeeee 13 Printing the Tax Authorities Report
48. x Services Support and Resources e Contextual Help To see topics related to your current task In the Sage 300 ERP Desktop press F1 In the Sage 300 ERP Portal press Alt Fi e Help Topics To explore topics and information In the Sage 300 ERP Desktop click Help gt Help Topics In the Sage 300 ERP Portal click Help gt Learning Center I think something is broken or I m getting error messages Search our knowledge base for solutions to common issues or contact us for one on one assistance e Knowledge Base https customers sagenorthamerica com Find answers and solutions to FAQs and known software issues e Support and Services http na sage com sage 300 erp product support Find links to support services or contact our support team e Customer Center https customers sagenorthamerica com irj portal anonymous login Exclusive support for Sage customers e Partner Center https partners sagenorthamerica com Exclusive support for Sage partners e Priority Software Support http na sage com sage 300 erp product support Learn how to get unlimited support by phone e mail and live chat I m looking for downloads updates or technical specifications Find product updates download resources or review technical specifications for Sage 300 ERP e Sage 300 ERP Resources online https customers sagenorthamerica com irj go km docs sageKM Sage Accpac ERP Ungated Customers Br
49. y your company for this authority are posted The amount your company must remit is the total sales tax calculated for the authority in all the tax groups Any subledger that calculates sales tax uses this account You cannot leave it blank Do not select an account with the Post To Account field set as prohibited Tax Recoverable Select this option if the tax your company pays on purchases is recoverable from the tax authority Example If you pay a goods and services tax on the purchase of wholesale items you may be able to recover the tax from the government If you select this option you must enter the recoverable rate and the recoverable tax account Profile Tab Allow Tax In Price Select this option if taxes charged by an authority can be included in the selling price Whether or not tax is included in the price depends on the Tax Included option selected for each item in Accounts Receivable or Inventory Control Whether tax is included in the base used to calculate discounts depends on the terms applied to a particular invoice Terms are defined for customers in Accounts Receivable and for vendors in Accounts Payable User s Guide 21 Appendix A Tax Services Screen Guides Note Do not select this option if you have customers who are tax exempt because tax is not extracted from the item price For these customers you must adjust the price Last Maintained Displays the date that the record was most recently change
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