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| <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> |