1. User Guide
  2. Configuration
  3. Taxes
  4. Daily Tax Overview

Daily Tax Overview

The Daily Tax Overview shows all active taxes of a certain date including their linked collections and transaction codes.

From the Configuration main menu, select Taxes and then select Daily Tax Overview.

Note:

Select the Actions button on top to access the Taxes, Collection, or Transaction Codes configuration.

Managing Daily Tax Overview

Use the following to search:

  • Valid Tax Date: Enter the date your tax should be valid for. By default, it is set to your system date.

Click Search to get search results. Click Reset to reset the search data and get the default display.

Viewing Daily Tax Overview

The screen is split into Taxes, Collections, and Transaction Codes and by default shows all date valid Taxes, linked Collections, and Transaction Codes as of your system date.

Select one or multiple records in one of the three sections to view only the specified data and links, for example when selecting a tax, the collections and transaction codes where this tax is linked to appear.

Taxes

  • Taxes: Shows the code of your tax.

  • Frequency: Shows the frequency of your tax.

  • Tax Value: Shows the value of your tax detail.

  • Amounts: If Amount Range is enabled for your tax, it shows the ranges of the details.

  • Days: If Day Range is enabled for your tax, it shows the ranges of the details.

Collections

  • Collections: Shows the code of your collection. Hover your mouse pointer over the code to see the description.

  • Linked Tax: Shows the date valid linked taxes.

Transaction Codes

  • Transaction Code: Shows code of your transaction code. Hover your mouse pointer over the code to see the description.

  • Linked Collections/Taxes: Shows the code of the linked tax or linked collection.