This section includes the fields and descriptions for the Tax Table tab.
Tax Table Island
| Field | Description |
|---|
| Name
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In this field, you can specify a name for the current tax table. The name of the tax table can be assigned to one or more companies limiting a company to the use of one specific tax table in connection with sales and purchases.
In the following four fields, you can specify a tax table description or outline.
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Selection Criteria Island
| Field | Description |
|---|
| Country
|
In this pop-up field, you select the country code to which you want to assign tax table lines. The Tax Table Lines sub-tab only displays lines assigned to the selected country, and if you create lines, these will be assigned to this country. You can choose between the state/country codes created in the Countries workspace in the Set-Up module. When the current tax table is used, Maconomy only uses those lines in the tax table that are assigned to the country specified on the current sales order, job, and so on.
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| Company Tax Code
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In this field, you can specify a company tax code. All tax table lines matching the selected company tax code and the other specified selection criteria are shown in the Tax Table Lines sub-tab.
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| Item Tax Code
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In this field, you can specify an item tax code. All tax table lines matching the selected item tax code and the other specified selection criteria are shown in the Tax Table Lines sub-tab.
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| Enterprise
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In this field, you can specify an enterprise. All tax table lines matching the selected enterprise and the other specified selection criteria are shown in the Tax Table Lines sub-tab.
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| Segment
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In this field, you can specify a segment. All tax table lines matching the selected segment and the other specified selection criteria are shown in the Tax Table Lines sub-tab.
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| Area
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In this field, you can specify an area. All tax table lines matching the selected area and the other specified selection criteria are shown in the Tax Table Lines sub-tab.
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| Tax Direction
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In this field, you can specify whether the tax direction should be receivable or payable. All tax table lines matching the selected tax direction and the other specified selection criteria are shown in the Tax Table Lines sub-tab.
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| Date
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In this field, you can specify a date. All periodic tax table lines that are in effect on the selected date and the other specified selection criteria will be shown in the Tax Table Lines sub-tab. If no time period has been specified for a tax table line, the tax table line will be shown in the Tax Table Lines sub-tab regardless of the date entry in this field.
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| Show All Lines
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This check box allows you to toggle between showing only the tax table lines that match the specified selection criteria and showing all tax table lines in the Tax Table Lines sub-tab. This means you do not need to reset all selection criteria to view a certain tax table line or all available tax table lines.
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User Island
See the chapter “Getting Started” for a description of the fields in the User island.
Rederivation Island
| Field | Description |
|---|
| Rederive at <registration value> Change
|
The check boxes in this island allow you to specify whether the tax code(s) should be rederived from the relevant tax table line. This lets you select individual registration values for which tax codes will be rederived. Rederivation will occur when the relevant tax-related registration value is changed in an amount registration window.
If you mark a check box, for instance “Rederive at Location Change,” the tax code(s) belonging to the relevant tax table line will be rederived when a location is changed in any amount registration window.
In the example above, if the location on an invoice line is changed, the tax code(s) will be rederived from the relevant tax table line. Deriving the tax code(s) for location value changes could be useful in cases where the tax rate differs from location to location.
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Rederivation, Dimensions Island
| Field | Description |
|---|
| Rederive at <registration value> Change
|
The check boxes in this island allow you to specify whether the tax code(s) should be rederived from the relevant tax table line. This lets you select individual registration values for which tax codes will be rederived. Rederivation will occur when the relevant tax-related registration value is changed in an amount registration window.
If you mark a checkbox, for instance “Rederive at Location Change,” the tax code(s) belonging to the relevant tax table line will be rederived when a location is changed in any amount registration window.
In the example above, if the location on an invoice line is changed, the tax code(s) will be rederived from the relevant tax table line. Deriving the tax code(s) for location value changes could be useful in cases where the tax rate differs from location to location.
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