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| <title>The Edit Tax Authority Product Rates screen.</title> |
| <para>This screen allows the setup of tax rates and types. The rates or |
| type can be assigned globally to a store (ie tax will be applied to |
| all products at the same rate) or category (ie limited to products in |
| a specific category).</para> |
| <para>Other parameters are available to allow the user to limit whether |
| the tax is to be applied to all purchases / sales or only those which |
| are above a certain threshold. </para> |
| <para>Tax associated with shipping charges or promotions can also be |
| configured here.</para> |
| <section> |
| <title>How do I add a new product tax rate?</title> |
| <orderedlist> |
| <listitem> |
| <para>Use the drop down box to select the tax 'Type' (eg Sales Tax) |
| </para> |
| </listitem> |
| <listitem> |
| <para>Use the lookup to select a 'Store Id' (or leave blank for all |
| Stores)</para> |
| </listitem> |
| <listitem> |
| <para>If a category has been setup it will be available for |
| selection in 'Category' field otherwise leave this blank</para> |
| </listitem> |
| <listitem> |
| <para>Leave 'Title Transfer' blank</para> |
| </listitem> |
| <listitem> |
| <para>Enter a value for the 'Minimum Price' for a product where the |
| tax is to be applied (NOTE: The Demo Data sets this as zero)</para> |
| </listitem> |
| <listitem> |
| <para>Enter a value for the 'Minimun Purchase' where the tax is to |
| be applied (NOTE: The Demo Data sets this as zero)</para> |
| </listitem> |
| <listitem> |
| <para>Use the drop down box to select whether 'Shipping Charges' |
| will be taxable</para> |
| </listitem> |
| <listitem> |
| <para>Enter the tax rate in the 'Tax Percentage' field (eg 12.5) |
| </para> |
| </listitem> |
| <listitem> |
| <para>Use the drop down box to select whether products on |
| 'Promotion' will be taxable</para> |
| </listitem> |
| <listitem> |
| <para>Leave the 'From Date' and 'Thru Date' blank</para> |
| </listitem> |
| <listitem> |
| <para>Enter the name of the tax in the 'Description' field (eg VAT) |
| as this will be displayed and printed on documents when the tax is |
| applied</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Add' button</para> |
| </listitem> |
| </orderedlist> |
| </section> |
| <section> |
| <title>How do I update an existing product tax rate</title> |
| <orderedlist> |
| <listitem> |
| <para>Select the entry that needs to be updated</para> |
| </listitem> |
| <listitem> |
| <para>Make the changes required</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Update' button next to the entry that needs to be |
| updated</para> |
| </listitem> |
| </orderedlist> |
| </section> |
| <section> |
| <title>How do I delete a product tax rate?</title> |
| <orderedlist> |
| <listitem> |
| <para>Press the 'Delete' button next to the entry that needs to be |
| removed</para> |
| </listitem> |
| </orderedlist> |
| <para>NOTE: The deletion of tax rates may cause audit problems |
| particularly if the rate has already been used as part of a |
| transaction. In this case it would be better to expire the old rate |
| using the 'Thru Date' field and then enter the new rate.</para> |
| </section> |
| </section> |