Tax Code Exemption Maintenance

When the Enhanced Tax processing has been activated in the Company Taxing Parameters, this utility can be used to manage the Tax exemptions defined on a range of Products, Product Classes, Customers, Sites, or Services.
Filters are provided according to the type of records selected for the update to narrow the selection range, and the tax change can be restricted to Rental equipment, and/or Sales parts.

Example:

The prompts include:

ACTION TO PERFORM

Select one of the following actions:

• Select Add to add a tax code with or without exemptions to the selected range of Records to Update.

• Select Change to change an exemption status on existing tax codes already assigned to the selected range of Records to Update.

  Note: No changes will be made to a Tax record if the selected Tax Code to Update does not already exist in the specific Tax table.

• Select Delete to delete a tax code and any exemptions, removing it from the selected range of Records to Update.

TAX CODE TO UPDATE

Enter the relevant Tax Code or select it from the drop-down list as setup in Tax Codes.

RECORDS TO UPDATE

The choice of which data tables are to be updated also controls the filters that are provided.
Select one of the following record types and complete the associate selection filters as follows:

• Select Products to indicate that the tax information is to be updated for only Rental and/or Sales Products in the selected range.
  Any changes to taxes and tax exempt information for products are also reflected in Tax Code Overrides By Product .

  PRODUCT TAX STATUS

  This prompt only applies if Product taxes are being added or updated.
  Select one of the following tax status settings:

  • The Taxable option does not apply for products as only exemptions are included in this table, and a Tax record that is "taxable" is not relevant to the exemption file.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on documents for products in the selected range.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for products in the selected range.

  
  FROM CLASS

  Enter the starting Product Class for the range of products or classes to receive the tax changes, or select the starting class from the Product Class Search window.

  TO CLASS

  Enter the ending Product Class for the range of products or classes to receive the tax changes, or select the ending class from the window.

  
  FROM GROUP

  The Group selection range applies only to products.
  Enter the starting Group for the range of products to receive the tax changes, or select the starting Group from the Group Search window.

  TO GROUP

  Enter the ending Group for the range of products to receive the tax changes, or select the ending Group from the window.

  
  PRODUCT TYPE

  Select one of the following tax status settings:

  • Select Rental to make the tax changes to only Rental products.
  • Select Sale to make the tax changes to only Sales products.
  • Select Both to make the tax changes to both Rental and Sales products.

• Select Classes to indicate that the tax information is to be updated for the Rental Product Classes and/or Sales Product Classes in the selected range.
  Any changes to taxes and tax exempt information for Product Classes are also reflected in Tax Exemptions By Class.

  CLASS RENTAL TAX STATUS

  This prompt only applies if taxes are being added or updated at the Product Class level.
  Select one of the following tax status settings:

  • Select Taxable if this tax should be added to documents when products in the selected Product Classes are rented.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on documents for products in the selected Product Classes are rented.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for products rented from the selected Product Classes.

  
  CLASS SALES TAX STATUS

  This prompt only applies if Product Class taxes are being added or updated.
  Select one of the following tax status settings:

  • Select Taxable if this tax should be added to documents when products in the selected Product Classes are sold.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on documents for products in the selected Product Classes.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for products in the selected Product Classes.

  
  FROM CLASS

  Enter the starting Product Class for the range of products or classes to receive the tax changes, or select the starting class from the Product Class Search window.

  TO CLASS

  Enter the ending Product Class for the range of products or classes to receive the tax changes, or select the ending class from the window.

  
  PRODUCT TYPE

  Select one of the following tax status settings:

  • Select Rental to make the tax changes to only Rental products.
  • Select Sale to make the tax changes to only Sales products.
  • Select Both to make the tax changes to both Rental and Sales products.

• Select Customers to indicate that the tax information is to be updated for the Customer Information in the selected range.
  Any changes to taxes and tax exempt information for customers are also reflected in Tax Exemptions By Customer.

  CUST RENTALS TAX STATUS

  This prompt only applies if taxes are being added or updated for customers.
  Select one of the following tax status settings:

  • Select Taxable if this tax should be added to documents for the selected customers when equipment is rented.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on documents for rentals to these customers.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for rentals to these customers.

  
  CUST SALES TAX STATUS

  This prompt only applies if customer taxes are being added or updated.
  Select one of the following tax status settings:

  • Select Taxable if this tax should be added to documents for the selected customers on sales of rental or sale products.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on documents for sales to these customers.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for sales to these customers.

  
  CUST SERVICES TAX STATUS

  This prompt only applies if taxes are being added or updated for customers.
  Select one of the following tax status settings:

  • Select Taxable if this tax should be added to documents on services for the selected customers.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on document services for these customers.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for services to these customers.

  
  CUST DMG WVR TAX STATUS

  This prompt only applies if customer taxes are being added or updated.
  Select one of the following tax status settings:

  • Select Taxable if this tax should be added to documents for the selected customers on Damage Waiver.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on document Damage Waiver for these customers.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for Damage Waiver to these customers.

  
  FROM CUSTOMER #

  Enter the starting customer number in the range of customers to be updated by the tax changes, or select the starting customer from the Accounting Customer Search window.

  TO CUSTOMER #

  Enter the ending customer number for the selection range, or select the ending customer from the window.

• Select Sites to indicate that the tax information is to be updated for the Customer Site Information in the selected range.
  Any changes to taxes and tax exempt information for customers are also reflected in Tax Exemptions By Site.

  SITE RENTALS TAX STATUS

  This prompt only applies if taxes are being added or updated for sites.
  Select one of the following tax status settings:

  • Select Taxable if this tax should be added to documents for all sites for the selected customers when equipment is rented.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on documents for rentals on sites for the selected customers.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for rentals on all sites for these customers.

  
  SITE SALES TAX STATUS

  This prompt only applies if site taxes are being added or updated.
  Select one of the following tax status settings:

  • Select Taxable if this tax should be added to documents for all sites for the selected customers on sales of rental or sale products.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on documents for sales on sites for the selected customers.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for sales on all sites for the selected customers.

  
  SITE SERVICES TAX STATUS

  This prompt only applies if taxes are being added or updated for sites.
  Select one of the following tax status settings:

  • Select Taxable if this tax should be added to documents on services for all sites for the selected customers.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on document services for sites for these customers.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for services for all sites for these customers.

  
  SITE DMG WVR TAX STATUS

  This prompt only applies if sites taxes are being added or updated.
  Select one of the following tax status settings:

  • Select Taxable if this tax should be added to documents for all sites for the selected customers on Damage Waiver.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on document Damage Waiver for sites these customers.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for Damage Waiver for all sites for these customers.

  
  FROM CUSTOMER #

  Enter the starting customer number in the range of customer sites to be updated by the tax changes, or select the starting customer from the Accounting Customer Search window.

  TO CUSTOMER #

  Enter the ending customer number for the site selection range, or select the ending customer from the window.

• Select Services to indicate that the tax information is to be updated for the Service Codes in the selected range.
  Any changes to taxes and tax exempt information for customers are also reflected in Tax Exemptions By Service.

  SERVICE TAX STATUS

  This prompt only applies if service taxes are being added or updated.
  Select one of the following tax status settings:

  • The Taxable option does not apply for services as only exemptions are included in this table, and a Tax record that is "taxable" is not relevant to the exemption file.
  • Select N/A (Tax Does Not Apply) if this tax should never be included on documents for the services in the selected range.
  • Select Tax Exempt if this tax should be added to documents and marked EXEMPT for services in the selected range.

  
  FROM SERVICE

  Enter the starting Service Code for the selection range to be updated by the tax changes, or select the starting service from the Services Search window.

  TO SERVICE

  Enter the ending Service Code for the selection range to be updated by the tax changes, or select the ending service from the window.

Finished?

Click ACCEPT to accept.
If an Add, Change, or Delete action is processed, the actual number of Tax records updated will be displayed on the screen.

Click CANCEL to abort and not tax tables will be updated.