Default Tax Codes

Order Entry Menu -> Sales Orders -> Additional window -> Default Taxes window -> Default Tax Codes

The window that is triggered will vary depending on the tax calculation method that your firm uses, as follows, or refer to Tax Prompts by Taxing Method for more details.

• Standard Tax Processing:
  The standard tax codes default according to the Rules as outlined in Tax Codes Maintenance and respects the exemption flags defined in Customer Information.

  Note: The Tax Code NTX over-rides any other code at any level.

  The ability to change the Tax Codes is controlled by operator permission setup in Security Role Permissions.
  If the operator has role permission, these tax codes may be changed for the products, services, and waiver, on this document.
  Select from valid Tax codes in the drop-down list.

  If your firm needs to confirm the tax amounts to be charged to each customer, the tax window can be set to open automatically by the Company Taxing Parameters flag Prompt For Document Taxes.
  This feature also allows the operator to over-ride the tax amount calculated.

  Tracking Tax Changes:
  Changes made to either Standard Tax Code 1 or 2 on the header, labour, parts, services, or damage waiver of counter documents including Contracts, Quotes, Reservations, Work Orders, Sales Orders and Invoices, are written to the Audit Log and can be viewed under the "DOCUMENT TAX CODES" category.

• Enhanced Tax Processing:
  The taxes and exemptions to be applied are displayed as explained for Enhanced tax processing in Taxes and Exemptions.
  If the operator has role permission, the tax codes can deleted in the window and the exemptions can be modified as required.

A flag in the Additional Pop-Up Windows of the Divisional Contract Parameters can be set to automatically trigger this Tax Code pop-up window in contract or worksheet entry.

Note: If the GEOCode or the Taxes are changed on an existing document a warning is triggered that the details and services taxes need to be changed manually if required.