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| <title>The Find Tax Authorities screen.</title> |
| <para>The default screen displays a list of Tax Authorities that have been setup.</para> |
| <para>IMPORTANT: You will need to create a party in Party Manager for the tax authority before |
| you can add a new tax authority in the accounting / tax authorities screen.</para> |
| <para>Steps to create the party to be used for the tax authority are as follows:</para> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Create New Party Group</para> |
| </listitem> |
| <listitem> |
| <para>Fill in basic details (eg name, address etc)</para> |
| </listitem> |
| <listitem> |
| <para>Once the party record is created then add the role of 'Tax Authority' to the |
| party</para> |
| </listitem> |
| </orderedlist> |
| </para> |
| <para>Only when the tax authority party record is created can you continue.</para> |
| <section> |
| <title>How do I create a new tax authority?</title> |
| <para>Press the 'New Tax Authority' button</para> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Select or enter the code for the country, state or region that is |
| applicable for the 'Geo' field</para> |
| </listitem> |
| <listitem> |
| <para>Select or enter the party id of the Tax Authority party that has been |
| created in Party Manager</para> |
| </listitem> |
| <listitem> |
| <para>Leave the 'Require Tax Id for Exemption' field at its default of 'Y'(NOTE: |
| This triggers tax not to be charged if a valid Tax Id is found!)</para> |
| </listitem> |
| <listitem> |
| <para>Leave 'Tax Id Format Pattern' blank (NOTE: This specifies the format of |
| the Tax Id so that it can be validated)</para> |
| </listitem> |
| <listitem> |
| <para>Fill in the 'Include Tax in the price' - the default is 'N'. (NOTE: If |
| prices need to include tax such as GST or VAT in the price then change this |
| to 'Y')</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Update' button</para> |
| </listitem> |
| </orderedlist> |
| </para> |
| <para>NOTE: The above process creates the basic tax authority detail but there are further |
| details that can be added via the other tax authority sub menus</para> |
| </section> |
| <section> |
| <title>How do I update a tax authority?</title> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Select the 'Edit' button next to the tax authority that you wish to |
| update</para> |
| </listitem> |
| <listitem> |
| <para>The 'Edit Tax Authority' screen is displayed</para> |
| </listitem> |
| <listitem> |
| <para>Update the details of the tax authority as required including any |
| submenus</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Update' button</para> |
| </listitem> |
| </orderedlist> |
| </para> |
| </section> |
| <section> |
| <title>How do I delete / remove a tax authority?</title> |
| <para>Tax authorities cannot be deleted via the Tax Authority screens. If they need to be |
| removed then it can be done via the Webtools and Entity Data maintenance.</para> |
| <para>NOTE: Be very careful removing tax authorities records unless you are completely |
| certain that they have not been already used for transaction calculations. </para> |
| </section> |
| </section> |