| Field | Description |
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| Tax Code
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Here you specify the tax code for the line. You can choose between the tax codes created in the Tax Codes workspace, or you can leave this field blank to specify that the line is not taxable. In connection with order processing in the Sales Orders and Item Purchase modules, and invoicing in the Job Cost module, Maconomy will use the tax code specified in this field if the item line or job entry lies within the selection criteria specified in the following fields on the current line. Maconomy uses the first tax code line that matches the current registration. It is therefore very important to have the correct order of lines.
You can easily change the order of lines using the “Move Tax Table Line Up / Down” arrows on the table toolbar. If you leave any field blank, it will not influence the target group. If you leave all of the fields blank, the tax code will be used for all item lines and job entries for which the current tax table is used. You can add up to three different tax codes if necessary.
To enable multiple tax codes, the system parameters “Show Three Tax Levels,” “Show Two Tax Levels,” and/or “Show Tax Sublevels” must be marked in the System Parameters workspace. When multiple tax codes are enabled, the “Tax Code” field will be replaced by the following fields: “Tax Code 1,” “Tax Code 2,” and, if enabled, “Tax Code 3.”
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| Period From / Period To
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If you define a period in these fields, the selected tax code will only be applied to items within this range.
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| Country
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This field allows you to select the country in which the tax code should be made applicable.
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| Company Tax Code
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If you enter a company tax code in this field, the tax code on the current line will only be used if the company tax code specified in the Tax Table tab in which the actual registration takes place matches this code. Company tax codes are created in the pop-up field “Company Tax Codes” in the Popup Fields workspace.
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| Item Tax Code
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If you enter an item tax code in this field, the tax code on the current line will only be used if the item tax code specified in the Tax Table Lines sub-tab in which the actual registration takes place matches this code. When invoicing and crediting on account, the tax code on the current line will only be used if the on-account tax code specified in the System Information workspace corresponds to the code specified in this field.
Please note that it is only possible to point out the tax code on an invoice on account or a credit memo on account using a tax table if the system parameter “Get on account tax code from tax table” is marked. Item tax reporting codes are created in the pop-up field “Item Tax Codes” in the Popup Fields workspace.
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| Enterprise
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This field allows you to select an enterprise to which the tax code on the tax table line should apply.
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| Segment
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This field allows you to select a segment to which the tax code on the tax table line should apply.
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| Area
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This field allows you to select an area to which the tax code on the tax table line should apply.
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| Tax Direction
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This field allows you to select a tax direction for the tax code on the tax table line. You can choose between receivable, indicating that the tax code pertains to sales, and payable, which indicates that the tax code pertains to purchases.
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| Account No. From / Account No. To
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If you define a range of account numbers in these fields, the selected tax code will only be applied to items within this range.
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| Location From / Location To
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If you define a range of locations in these fields, the selected tax code will only be applied to items within this range.
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| Entity From / Entity To
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If you define a range of entities in these fields, the selected tax code will only be applied to items within this range.
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| Project From / Project To
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If you define a range of projects in these fields, the selected tax code will only be applied to items within this range.
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| Purpose From / Purpose To
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If you define a range of purposes in these fields, the selected tax code will only be applied to items within this range.
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| Spec. 1-3 From / Spec. 1-3 To
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If you define a range of specification values in these fields, the selected tax code will only be applied to items within this range.
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| Local Spec. 1-3 From / Local Spec. 1-3 To
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If you define a range of local specification values in these fields, the selected tax code will only be applied to items within this range.
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| Zip Code From / Zip Code To
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If you define a range of zip codes in these fields, the tax code will only be applied to items with a business address within this range.
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| Activity No. From / Activity No. To
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If you define a range of activity numbers in these fields, the tax code will only be applied to sales orders with activity numbers within the defined range.
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| Task Name From / Task Name To
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If you define a range of task names in these fields, the tax code will only be applied to items within this range.
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| Item No. From / Item No.
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To If you define a range of item numbers in these fields, the tax code will only be used for items within this range.
If you forget an item number, use the search function in the Find menu.
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| Item Group
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Here you select the item group to which the item must belong for the tax code to be used.
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| Item Type
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Here you select the item type to which the item must belong for the tax code to be used.
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| Statistics 1-4
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If you complete these fields, the tax code will only be used for items with the same code in the fields “Statistics 1,” “Statistics 2,” “Statistics 3,” and “Statistics 4” in the field “Print Control” in the Item Information Card workspace.
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