applications/accounting/data/helpdata/HELP_ACCOUNTING_EditOrganizationTaxAuthorityGlAccounts.xml

<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one or more
contributor license agreements. See the NOTICE file distributed with
this work for additional information regarding copyright ownership.
The ASF licenses this file to you under the Apache License, Version
2.0 (the "License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0 Unless required by
applicable law or agreed to in writing, software distributed under the
License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR
CONDITIONS OF ANY KIND, either express or implied. See the License for
the specific language governing permissions and limitations under the
License.
-->
<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
 version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
 xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
 xmlns="http://docbook.org/ns/docbook">
 <title>The Tax Authority GL Accounts help screen</title>
 <para>The Tax Authority / GL Account default is used to map different
  tax authorities to different general ledger accounts. This setup will
  affect one side of a journal entry only.</para>
 <para>NOTE: A tax authority is legal body usually the state (country)
  that imposes a financial levy on business transactions.</para>
 <para>Normal business rules require you will to keep track amounts
  collected or paid to different tax authorities separately. This
  mapping ensures that money collected or paid to various tax
  authorities (eg through Sales Orders, Purchase Orders etc) can be
  separated into specific accounts</para>
 <para>The OFBiz demo data comes with 9 entries to show an example of
  how this can be setup using the some of the US states as separate tax
  authorities.</para>
 <section>
  <title>How do I add a Tax Authority / GL Account mapping?</title>
  <para>Unlike the other GL Account defaults you cannot add a Tax
   Authority / GL mapping through these screens. It needs to be done via
   the 'GL Accounts' sub menu under the 'Tax Authorities' menu. The
   method of how to add a mapping using the 'Tax Authorities' is shown
   below.</para>
  <orderedlist>
   <listitem>
    <para>From the Accounting Manager / Tax Authorities Menu press the
     'Edit' button next to the Tax Authority required</para>
   </listitem>
   <listitem>
    <para>Select the sub menu 'GL Accounts'</para>
   </listitem>
   <listitem>
    <para>Enter or Lookup the party for the 'Organisation Party Id'
     field (NOTE: Use 'Company' as default)</para>
   </listitem>
   <listitem>
    <para>Enter or Lookup the GL Account to be mapped to</para>
   </listitem>
   <listitem>
    <para>Press the 'Add' button</para>
   </listitem>
   <listitem>
    <para>The mapping will be displayed at the bottom of the screen.
    </para>
   </listitem>
   <listitem>
    <para>Return to the Tax Authority / GL Account default and this new
     mapping will be shown in the list </para>
   </listitem>
  </orderedlist>
 </section>
 <section>
  <title>How do I update a Tax Authority / GL Account mapping?</title>
  <para>Only the GL Account Id linked to the mapping can be updated.
  </para>
  <orderedlist>
   <listitem>
    <para>Locate the Tax Authority / GL Account entry that needs to be
     updated</para>
   </listitem>
   <listitem>
    <para>Select the new 'GL Account Id' from the drop down list next to
     the entry </para>
   </listitem>
   <listitem>
    <para>Press the 'Update' button next to the entry</para>
   </listitem>
  </orderedlist>
 </section>
 <section>
  <title>How do I remove a Tax Authority / GL Account mapping?</title>
  <orderedlist>
   <listitem>
    <para>Locate the Tax Authority / GL Account entry that needs to be
     removed</para>
   </listitem>
   <listitem>
    <para>Press the 'Delete' button next to the entry </para>
   </listitem>
  </orderedlist>
 </section>
</section>