Configuring Collecting Tax Agents
Adding Collecting Tax Agents
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From the Administration menu, select Financials, select Cashier Management, then select Collecting Tax Agents.
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Click New and enter the following details:
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Transaction Code: Select a tax transaction code to post the collecting agent tax.
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Trigger Amount: Enter the net amount posted to trigger generation of collecting agent tax.
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Tax Type: Select tax types from the list. Only Tax Types with the Collecting Agent check box selected are available.
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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.
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Percent: Enter the required tax percentage to calculate.
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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.
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Available / Selected: Select Routing Codes and/or Transaction Codes that are considered for calculating Collecting Agent Tax.
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Click Save.
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Editing Collecting Tax Agents
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From the Administration menu, select Financials, select Cashier Management, then select Collecting Tax Agents.
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Enter search criteria and click Search.
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Select the collecting tax agent in the search result, then click the vertical ellipsis Actions menu and select Edit.
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Update the details.
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Click Save.
Deleting Collecting Tax Agents
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From the Administration menu, select Financials, select Cashier Management, then select Collecting Tax Agents.
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Enter search criteria and click Search.
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Select the collecting tax agent in the search result, then click the vertical ellipsis Actions menu and select Edit.
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Click Delete to confirm.
Parent topic: Configuring Cashiering Components