Tax Control Maintenance

Exit

Click this button to close the Tax Control Maintenance window.

Update

Click this button to update the VAT account resolution.

OK

Click this button to accept an action. This button is only available after you click the Update button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the Update button in the ribbon.

VAT Display Level

Click the Lookup button, and select whether to display or hide VAT-related fields in Apprise. You cannot hide VAT fields if you are tracking VAT anywhere in the system.

Sales Tax Display Level

This field is slated for functionality in a future release.

Tax Rounding Method

Select one of the following tax rounding methods for sales orders, invoices, and purchase orders:

• Round Tax by Line - Tax is rounded to two decimal places for each line item.

• Round Total Tax - Tax for each line item is added, and the total tax is rounded to two decimal places.

Sales Tax Account

Enter the sales tax account number used for General Ledger (GL) posting or click the Lookup button to select the GL account number from the GL Acct grid. The systems sets this account as the sales tax account for AvaTax interface. For more information, see AvaTax Interface FAQ.

Description

Enter the description for the GL account number to be used as the sales tax account or click the Lookup button to select the description for the GL account number from the GL Acct grid. For more information, see AvaTax Interface FAQ.

Accounts

This grid displays the accounts used for VAT account resolution. Select an account to display the hierarchy for account mask lookup in the Mask List grid.

Example The input VAT clearing account may be stored in the VAT class, country, location, product, purchase class, supplier, or purchase additional charge. The software will look at the records in the sequential order you select here, and will attempt to group together a full general ledger account number based on the masks stored in each. If the same part of the general ledger account is found in more than one place, the first one found is used.

For more information, see VAT Account Resolution.

Mask List

This grid displays the hierarchy for account mask lookup for the account selected in the Accounts grid. You can select an account mask and use the arrow buttons to increase or decrease the mask's priority. For more information, see VAT Account Resolution.

Default Output VAT Account

Enter the default output VAT account to use for accounts receivable transactions, or click the Lookup button to select the account.

Note This is overridden by the default output VAT account set up for a specific account in Account Maintenance.

Account Description (Default Output VAT)

Enter the default output VAT account description to use for accounts receivable transactions, or click the Lookup button to select the account description.

Note This is overridden by the default output VAT account set up for a specific account in Account Maintenance.

Default A/P VAT Account

Enter the default general ledger VAT account number for accounts payable VAT amounts, or click the Lookup button to select the general ledger account number. This account is used when automatically entering VAT entry lines for accounts payable vouchers.

Note This is overridden by the default accounts payable VAT account set up for a specific account in Account Maintenance.

Account Description (Default Accounts Payable VAT)

Enter the default general ledger VAT account description for accounts payable VAT amounts, or click the Lookup button to select the general ledger account description. This account is used when automatically entering VAT entry lines for accounts payable vouchers.

Note This is overridden by the default accounts payable VAT account set up for a specific account in Account Maintenance.

Default A/P Country

Enter the default country for voucher entry, or click the Lookup button to select a country.

Note This is overridden by the default country set up for a specific account in Account Maintenance.

Default A/P VAT Class Code

Enter the default VAT class to use for accounts payable transactions, or click the Lookup button to select a VAT class. For information on setting up VAT classes, see VAT Class Maintenance.

Note This is overridden by the default VAT class set up for a specific account in Account Maintenance.

Default A/P VAT Rate

This field displays the default VAT rate for accounts payable transactions, which is based on the VAT class entered in the Default A/P VAT Class Code field. This rate is used when automatically entering VAT entry lines for accounts payable vouchers and to calculate the default VAT amount for vouchers payable against a single general ledger account.

Note This is overridden by the default VAT rate for a VAT class set up for a specific account in Account Maintenance.

Default A/P VAT Reason Code

Enter the default VAT exempt reason to use for accounts payable vouchers that are exempt from VAT, or click the Lookup button to select a VAT exempt reason. For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance.

Note This is overridden by the default reason set up for a specific account in Account Maintenance.

Use VAT Status

Select this check box to allow users to specify VAT status codes for voucher entry.

Note This is overridden by the setting for a specific account in Account Maintenance.