Adempiere3.1.2/en/ManPageW TaxRate olh

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Window: Tax Rate

Description : Maintain Taxes and their Rates

Help : The Tax Rate Window defines the different taxes used for each tax category. For example, Sales Tax must be defined for each State in which it applies.



Tab: Tax

Description : Tax definition

Help : The Tax Rate Window defines the different taxes used for each tax category. For example, Sales Tax must be defined for each State in which it applies.
If you have multiple taxes, create a summary level tax with the approximate total tax rate and the actual tax rates pointing to the summary level tax as their parent. When entering the order or invoice lines, the tax is estimated, the correct tax is calculated when the document is processed. The tax is always calculated from the line net amount. If one tax has a the tax basis the line net amount and another tax, you need to adjust the percentage to result in the correct amount.
Valid From/To is determined by the parent tax.

Table Name  : C_Tax

Image:ManPageW_TaxRate_Tax.png Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

Name Alphanumeric identifier of the entity The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. Name

NVARCHAR2(60)

String

Description Optional short description of the record A description is limited to 255 characters. Description

NVARCHAR2(255)

String

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

Default Default value The Default Checkbox indicates if this record will be used as a default value. IsDefault

CHAR(1)

YesNo

Tax Category Tax Category The Tax Category provides a method of grouping similar taxes. For example, Sales Tax or Value Added Tax. C_TaxCategory_ID

NUMBER(10)

TableDir

Valid from Valid from including this date (first day) The Valid From date indicates the first day of a date range ValidFrom

DATE

Date

Tax exempt Business partner is exempt from tax If a business partner is exempt from tax, the exempt tax rate is used. For this, you need to set up a tax rate with a 0% rate and indicate that this is your tax exempt rate. This is required for tax reporting, so that you can track tax exempt transactions. IsTaxExempt

CHAR(1)

YesNo

Requires Tax Certificate This tax rate requires the Business Partner to be tax exempt The Requires Tax Certificate indicates that a tax certificate is required for a Business Partner to be tax exempt. RequiresTaxCertificate

CHAR(1)

YesNo

Document Level Tax is calculated on document level (rather than line by line) If the tax is calculated on document level, all lines with that tax rate are added before calculating the total tax for the document.

Otherwise the tax is calculated per line and then added. Due to rounding, the tax amount can differ.

IsDocumentLevel

CHAR(1)

YesNo

Sales Tax This is a sales tax (i.e. not a value added tax) If selected AP tax is handled as expense, otherwise it is handeled as a VAT credit. IsSalesTax

CHAR(1)

YesNo

Summary Level This is a summary entity A summary entity represents a branch in a tree rather than an end-node. Summary entities are used for reporting and do not have own values. IsSummary

CHAR(1)

YesNo

Parent Tax Parent Tax indicates a tax that is made up of multiple taxes The Parent Tax indicates a tax that is a reference for multiple taxes. This allows you to charge multiple taxes on a document by entering the Parent Tax Parent_Tax_ID

NUMBER(10)

Table

SO/PO Type Sales Tax applies to sales situations, Purchase Tax to purchase situations Sales Tax: charged when selling - examples: Sales Tax, Output VAT (payable)

Purchase Tax: tax charged when purchasing - examples: Use Tax, Input VAT (receivable)

SOPOType

CHAR(1)

List

Rate Rate or Tax or Exchange The Rate indicates the percentage to be multiplied by the source to arrive at the tax or exchange amount. Rate

NUMBER

Number

Tax Indicator Short form for Tax to be printed on documents The Tax Indicator identifies the short name that will print on documents referencing this tax. TaxIndicator

NVARCHAR2(10)

String

Country Country The Country defines a Country. Each Country must be defined before it can be used in any document. C_Country_ID

NUMBER(10)

Table

To Receiving Country The To Country indicates the receiving country on a document To_Country_ID

NUMBER(10)

Table

Region Identifies a geographical Region The Region identifies a unique Region for this Country. C_Region_ID

NUMBER(10)

Table

To Receiving Region The To Region indicates the receiving region on a document To_Region_ID

NUMBER(10)

Table


Tab: Tax ZIP

Description : Tax Postal/ZIP

Help : For local tax, you may have to define a list of (ranges of) postal codes or ZIPs

Table Name  : C_TaxPostal

Image:ManPageW_TaxRate_TaxZIP.png Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

Tax Tax identifier The Tax indicates the type of tax used in document line. C_Tax_ID

NUMBER(10)

TableDir

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

ZIP Postal code The Postal Code or ZIP identifies the postal code for this entity's address. Postal

VARCHAR2

String

ZIP To Postal code to Conecutive range to Postal_To

VARCHAR2

String


Tab: Translation

Description :

Help :

Table Name  : C_Tax_Trl

Image:ManPageW_TaxRate_Translation.png Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

Tax Tax identifier The Tax indicates the type of tax used in document line. C_Tax_ID

NUMBER(10)

TableDir

Language Language for this entity The Language identifies the language to use for display and formatting AD_Language

VARCHAR2

Table

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

Translated This column is translated The Translated checkbox indicates if this column is translated. IsTranslated

CHAR(1)

YesNo

Name Alphanumeric identifier of the entity The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. Name

NVARCHAR2(60)

String

Description Optional short description of the record A description is limited to 255 characters. Description

NVARCHAR2(255)

String

Tax Indicator Short form for Tax to be printed on documents The Tax Indicator identifies the short name that will print on documents referencing this tax. TaxIndicator

NVARCHAR2(10)

String


Tab: Accounting

Description : Accounting

Help : The Accounting Tab defines the accounting parameters to be used for transactions referencing this Tax Rate.

Table Name  : C_Tax_Acct

Image:ManPageW_TaxRate_Accounting.png Fields

Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. AD_Client_ID

NUMBER(10)

TableDir

Organization Organizational entity within client An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. AD_Org_ID

NUMBER(10)

TableDir

Tax Tax identifier The Tax indicates the type of tax used in document line. C_Tax_ID

NUMBER(10)

TableDir

Accounting Schema Rules for accounting An Accounting Schema defines the rules used in accounting such as costing method, currency and calendar C_AcctSchema_ID

NUMBER(10)

TableDir

Active The record is active in the system There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.

There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

IsActive

CHAR(1)

YesNo

Tax Due Account for Tax you have to pay The Tax Due Account indicates the account used to record taxes that you are liable to pay. T_Due_Acct

NUMBER(10)

Account

Tax Liability Account for Tax declaration liability The Tax Liability Account indicates the account used to record your tax liability declaration. T_Liability_Acct

NUMBER(10)

Account

Tax Credit Account for Tax you can reclaim The Tax Credit Account indicates the account used to record taxes that can be reclaimed T_Credit_Acct

NUMBER(10)

Account

Tax Receivables Account for Tax credit after tax declaration The Tax Receivables Account indicates the account used to record the tax credit amount after your tax declaration. T_Receivables_Acct

NUMBER(10)

Account

Tax Expense Account for paid tax you cannot reclaim The Tax Expense Account indicates the account used to record the taxes that have been paid that cannot be reclaimed. T_Expense_Acct

NUMBER(10)

Account

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