Configuring Collecting Tax Agents

Prerequisites for Configuring Collecting Tax Agents

Collecting Tax Agents is used by countries in Latin America. For more information, see Argentina - HBGU OPERA Cloud Fiscal Primary Data Document 2560521.1.

Adding Collecting Tax Agents

1. From the Administration menu, select Financials, select Cashier Management, then select Collecting Tax Agents.

2. Click New and enter the following details:

   1. Transaction Code: Select a tax transaction code to post the collecting agent tax.

   2. Trigger Amount: Enter the net amount posted to trigger generation of collecting agent tax.

   3. Tax Type: Select tax types from the list. Only Tax Types with the Collecting Agent check box selected are available.

   4. Collecting Agent Tax Code: Select the required Collecting Agent Tax Code. Values available are Agent Tax 1, 2, 3, 4, 5. A maximum of 5 Agent Tax Codes can be setup for each Tax Type marked as Collecting Agent.

   5. Percent: Enter the required tax percentage to calculate.

   6. Tax Void: Collecting Agent Tax Code to be used when a Collecting Agent Tax posting is voided. Entries available are Agent Tax Code 1, 2, 3, 4, 5.

   7. Available / Selected: Select Routing Codes and/or Transaction Codes that are considered for calculating Collecting Agent Tax.

   8. Click Save.

Editing Collecting Tax Agents

1. From the Administration menu, select Financials, select Cashier Management, then select Collecting Tax Agents.

2. Enter search criteria and click Search.

3. Select the collecting tax agent in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Update the details.

5. Click Save.

Deleting Collecting Tax Agents

1. From the Administration menu, select Financials, select Cashier Management, then select Collecting Tax Agents.

2. Enter search criteria and click Search.

3. Select the collecting tax agent in the search result, then click the vertical ellipsis Actions menu and select Edit.

4. Click Delete to confirm.