UPDATE TAX REPORT TABLES

Use this screen to update the RPT_TAX_HDR and RPT_TAX_LN tables with information entered in the Customs Info subtasks. The Customs Info subtask is part of the Edit Standard Bills, Edit Customer Product Bills, Edit Project Product Bills, Edit Manual Bills, and Edit Milestone/Percent Complete Bills screens in Costpoint Billing, as well as the Enter/AP Vouchers, Enter PO Vouchers screens (in Costpoint Accounts Payable), and the Travel vouchers screen. Once you update this information, you can retrieve it through Impromptu to process your Sales and Value Added Tax reports.

Use this screen at any time.

Tax Reporting Method

Accrual

Select this radio button if your company operates on the accrual basis of accounting.

Cash

Select this radio button if your company operates on the cash basis of accounting.

Bills

Standard

Select this checkbox to include standard bills in the selection of invoice numbers, invoice dates, and customers.

Customer Product

Select this checkbox to include customer product bills in the selection of invoice numbers, invoice dates, and customers.

Project Product

Select this checkbox to include project product bills in the selection of invoice numbers, invoice dates, and customers.

Manual

Select this checkbox to include manual bills in the selection of invoice numbers, invoice dates, and customers.

Milestone/Percent Complete

Select this checkbox to include milestone/percent complete bills in the selection of invoice numbers, invoice dates, and customers.

Sales Order

Select this checkbox to include sales order bills in the selection of invoice numbers, invoice dates, and customers.

Select Invoice Number

Range Option

Enter, or use the drop-down box to select, the range of invoice numbers that you want to update. The system-defined options are "All," "One," "Range," "From Beginning," and "To End."

From

Enter, or use Lookup to select, the beginning invoice for the range of invoice numbers to be updated. This field is not available when the Range Option selected is "All" or "From Beginning."

To

Enter, or use Lookup to select, the ending invoice for the range of invoice numbers to be updated. This field is not available when the Range Option selected is "All," "One," or "To End."

Select Invoice Date

Range Option

Enter, or use the drop-down box to select, the range of invoice dates to update. The system-defined options are "All," "One," "Range," "From Beginning," and "To End."

From

Enter, or use Lookup to select, the beginning invoice date for the range of dates to be updated. This field is not available when the Range Option selected is "All" or "From Beginning."

To

Enter, or use Lookup to select, the ending invoice date for the range of dates to be updated. This field is not available when the Range Option selected is "All," "One," or "To End."

Select Customer

Range Option

Enter, or use the drop-down box to select, the range of customers to update. The system-defined options are "All," "One," "Range," "From Beginning," and "To End."

From

Enter, or use Lookup to select, the beginning customer for the range to be updated. This field is not available when the Range Option selected is "All" or "From Beginning."

To

Enter, or use Lookup to select, the ending customer for the range to be updated. This field is not available when the Range Option selected is "All," "One," or "To End."

Vouchers

AP

Select this checkbox to include Accounts Payable vouchers in the selection of voucher number, vendor, and period.

PO

Select this checkbox to include Purchase Order vouchers in the selection of voucher number, vendor, and period.

Travel

Select this checkbox to include Travel vouchers in the selection of voucher number, vendor, and period.

Select Voucher Number

Range Option

Enter, or use the drop-down box to select, the range of vouchers to update. The system-defined options are "All," "One," "Range," "From Beginning," and "To End."

From

Enter, or use Lookup to select, the beginning voucher for the range to be updated. This field is not available when the Range Option selected is "All" or "From Beginning."

To

Enter, or use Lookup to select, the ending voucher for the range to be updated. This field is not available when the Range Option selected is "All," "One," or "To End."

Select Vendor

Range Option

Enter, or use the drop-down box to select, the range of vendors to update. The system-defined options are "All," "One," "Range," "From Beginning," and "To End."

From

Enter, or use Lookup to select, the beginning vendor for the range to be updated. This field is not available when the Range Option selected is "All" or "From Beginning."

To

Enter, or use Lookup to select, the ending vendor for the range to be updated. This field is not available when the Range Option selected is "All," "One," or "To End."

Select Period

Fiscal Year

Select the fiscal year containing the periods to be updated.

Range Option

Enter, or use the drop-down box to select, the range of periods to update. The system-defined options are "All," "One," "Range," "From Beginning," and "To End."

Starting

Enter, or use Lookup to select, the beginning period for the range to be updated. This field is not available when the Range Option selected is "All" or "From Beginning."

Ending

Enter, or use Lookup to select, the ending period for the range to be updated. This field is not available when the Range Option selected is "All," "One," or "To End."

Process

Use this button on the toolbar to start the update process.

Table(s) Updated

RPT_TAX_HDR and RPT_TAX_LN