This screen displays the rate information for the selected tax schedule by effective date. The table also contains the expense type for which the tax schedule will be used, the location, tolerance percent, and the rate and recovery percents for rate 1 and rate 2 (if used). You can add, edit, and delete a row from the table.
This non-editable column displays the date on which rate became effective.
This non-editable column displays the expense type that is linked to the tax schedule rate.
This non-editable column displays the locations for the tax schedule rate.
This non-editable column displays the tolerance % for the tax schedule rate. This is the percentage the user can deviate from the system-calculated tax amounts, if they have rights to change their amounts.
This non-editable column displays the rate 1 % for the tax schedule rate.
This non-editable column displays the recovery % for rate 1 for the tax schedule rate.
This non-editable column displays the rate 2 % for the tax schedule rate.
This non-editable column displays the recovery % for rate 2 for the tax schedule rate.
This non-editable field displays the calculation method, either Standard or Additive, currently selected for the tax schedule rate.
If the method is Standard, Deltek Expense multiplies the expense amount by the first-tier tax rate, and then in a separate calculation, multiplies the expense amount by the second-tier tax rate.
If the method is Additive, the second-tier tax is multiplied by the result of the first-tier tax calculation. This method is commonly used, for example, when calculating Canada's GST/PST.
Use the Add Rate function to add an additional rate to the tax schedule.
Click 
to the right of the field to select the date on which the rate will be effective. The default date is the current system date. The Effective Date, Expense Type, and Location field combination must be unique. Otherwise, the system will display the following error: "The Expense Type, Effective Date and Location combination already exists."
Select the expense type you wish to use for the tax schedule rate. The available options in the drop-down box are all active expense types set up in your system that are not already used for the selected Effective Date. The default value is "Select." If you have not selected a value before selecting the OK pushbutton, the system will display the following error: "Expense type is required."
The Effective Date, Expense Type, and Location field combination must be unique. Otherwise, the system will display the following error: "The Expense Type, Effective Date and Location combination already exists."
Enter the name of the location that you want to add. If you have not entered a value before selecting the OK pushbutton, the system will display the following error: "Location is required."
The Effective Date, Expense Type, and Location field combination must be unique. Otherwise, the system will display the following error: "The Expense Type, Effective Date and Location combination already exists."
Enter the tolerance % allowed. The system uses this percent to determine whether the overwritten tax amount in the Expense Report Wizard screens fall within a tolerable amount. The default for this field is based on the Tolerance % field on the Basic Information tab.
Rate 1
Percentage — Enter the percent you wish to use for your tax rate 1. The default value is taken from the Rate 1% field on the Basic Information tab.
Recovery % — Enter the percent you wish to use as your rate 1 recovery percent. The default value is taken from the Recovery % Rate 1 field on the Basic Information tab.
Rate 2
Percentage — Enter the percent you wish to use for your tax rate 2. The default value is taken from the Rate 2% field on the Basic Information tab.
Recovery % — Enter the percent you wish to use as your rate 2 recovery percent. The default value is taken from the Recovery % Rate 2 field on the Basic Information tab.
Calculation Method — Select the calculation method, either Standard or Additive, you wish to use for the tax schedule rate.
If the method is Standard, Deltek Expense multiplies the expense amount by the first-tier tax rate, and then in a separate calculation, multiplies the expense amount by the second-tier tax rate.
For example, let's assume the expense amount is $100, the first tier tax is 10%, and the second tier tax is 5%, the Standard tax calculation would be as follows:
Tax 1 = $100.00 x 10% = $10.00
Tax 2 = $100.00 x 5% = $5.00
If the method is Additive, the second-tier tax is multiplied by the result of the first-tier tax calculation, so using the example above, the Additive tax calculation would be as follows:
Tax 1 = $100.00 x 10% = $10.00
Tax 2 = ($100.00 + $10.00) x 5% = $5.50
Total Tax amount = $15.50
The Additive Method is often used when calculating taxes in countries such as Canada, where provincial sales tax is calculated on the combined total of an expense amount plus the general sales tax amount.
Select the OK pushbutton to add this rate to the Tax Schedule. The dialog will then close and the rate table will be refreshed with the new rate.
Select the Cancel pushbutton to return to the Rates tab without adding a rate.
Select a tax rate to edit by selecting the check box next to the row. Selecting the check box in the top left corner of the table will cause all the rows to be selected. Then use the Edit Rate function to edit the percent fields.
This non-editable field displays the date on which the rate became effective for the selected row.
This non-editable field displays the expense type that is linked to the tax schedule rate for the selected row.
This non-editable field displays the location for the tax schedule rate for the selected row.
Update the tolerance % allowed. The system uses this percent to determine whether the overwritten tax amount in the expense report wizard screens falls with a tolerable amount.
Rate 1
Percentage — Update the percent you wish to use for your tax rate 1.
Recovery % — Enter the percent you wish to use as your rate 1 recovery percent.
Rate 2
Percentage — Enter the percent you wish to use for your tax rate 2. The default value is taken from the Rate 2% field on the Basic Information tab.
Recovery % — Update the percent you wish to use for your tax rate 2.
Calculation Method — Select the calculation method, either Standard or Additive, you wish to use for the tax schedule rate.
If the method is Standard, Deltek Expense multiplies the expense amount by the first-tier tax rate, and then in a separate calculation, multiplies the expense amount by the second-tier tax rate.
For example, let's assume the expense amount is $100, the first tier tax is 10%, and the second tier tax is 5%, the Standard tax calculation would be as follows:
Tax 1 = $100.00 x 10% = $10.00
Tax 2 = $100.00 x 5% = $5.00
If the method is Additive, the second-tier tax is multiplied by the result of the first-tier tax calculation, so using the example above, the Additive tax calculation would be as follows:
Tax 1 = $100.00 x 10% = $10.00
Tax 2 = ($100.00 + $10.00) x 5% = $5.50
Total Tax amount = $15.50
The Additive Method is often used when calculating taxes in countries such as Canada, where provincial sales tax is calculated on the combined total of an expense amount plus the general sales tax amount.
Select the OK pushbutton to save your changes. The dialog will then close and the rate table will be refreshed.
Select the Cancel pushbutton to return to the Rates tab without editing a rate.
Check the checkbox next to the row that you wish to delete. Clicking on the check box in the top left corner of the table will cause all the rows to be selected. Then use the Delete Rate function to delete the row.
