What's a Tax Type?

A tax type refers to the tax group or category that describes the attributes of the tax. A tax type identifies the GL account the system will use to post the transaction. 

Examples:

• Sales Tax

• Use Tax

• Lodging Tax

• Admissions Tax.

 

Adding a tax type

1. Open Connect Business Tax Collection > Organization > Tax Types.

2. Click New (CTRL+N).

3. Enter the Tax Type.

This is a descriptive name the application will use to identify the tax type. Example: Lodging Tax, Sales Tax, Use Tax

4. Enter the Description.

A description is a word or phrase that describes the character or features of the tax type. You can use the same description as the Tax Type or include a longer description.

5. Enter the General Ledger Accounts.

An account is an accounting record that shows increases, decreases, and a balance. Use this section to enter the GL accounts the application will use to allocate amounts assigned to the tax type.

Do you know the account number?

• I know the account number. Use the Account field to enter a valid GL account.

• Help me find the account number. Use the Account menu to select Search. Use the Search form to look up the account number.

• I want to add a new account number. Use the Account menu to select Add New.

6. Click Save (CTRL+S).

The new record is saved.

 

Changing a tax type

1. Open Connect Business Tax Collection > Organization > Tax Types.

2. Use the Lookup bar to enter a tax type description. Press Enter.

3. Now, edit the properties on the tax type.

4. Click Save (CTRL+S).

The updated record is saved.

 

Deleting a tax type

1. Open Connect Business Tax Collection > Organization > Tax Types.

 

You cannot delete a tax type if related transactions exist.

 

2. Use the Lookup bar to enter a tax type description. Press Enter.

3. Click Delete (CTRL+D).

The tax type is deleted.

 

Options

Description

A description is a word or phrase that describes the character or features of the record.

What is the description?

Use the Description field to enter a word or phrase (50 characters or less).

General Ledger accounts

An account is an accounting record that shows increases, decreases, and a balance.

Do you know the account number?

• I know the account number. Use the Account field to enter a valid GL account.

• Help me find the account number. Use the Account menu to select Search. Use the Search form to look up the account number.

• I want to add a new account number. Use the Account menu to select Add New.

Tax type

This is a descriptive name the application will use to identify the tax type. Example: Lodging Tax, Sales Tax, Use Tax

 

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