Excise Tax Category Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Order Options $Images\bluerarw.gif$ Excise Tax $Images\bluerarw.gif$ Excise Tax Category Maintenance

Purpose

Set up and maintain excise tax categories.

Overview

Use Excise Tax Category Maintenance to create, edit, and delete excise tax categories, which are groups of products for excise tax reporting. You can set up state-specific reporting and tax rules for each excise tax category. This information can be used for reporting or if state-specific unit volume tax rates need to be defined.

You can assign products to excise tax categories in Product Maintenance. For more information, see Setting Up Excise Taxes.

Creating Excise Tax Categories

To create an excise tax category:

Click the New button in the ribbon.
Enter a code for the excise tax category in the Excise Tax Category field.
Enter a description of the excise tax category in the Description field.
Enter state tax rule information for the excise tax category, and then click the right arrow button. Repeat for each state, as necessary.
Click the OK button in the ribbon. The excise tax category is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Excise Tax Category Maintenance window. This button is only available if the Main tab is displayed.
New	Click this button to create a new excise tax category. This button is only available if the Main tab is displayed.
Update	Click this button to update the selected excise tax category. This button is only available if the Main tab is displayed.
Delete	Click this button to delete the selected excise tax category. You cannot delete an excise tax category if a product is associated with it. This button is only available if the Main tab is displayed.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon, or if this window appeared after you changed a date.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Show Data	Click this button to display excise tax categories on the Inquiry tab. This button is only available if the Inquiry tab is displayed.
First	Click this button to display the first excise tax category. This button is only available if the Main tab is displayed.
Prev	Click this button to display the previous excise tax category. This button is only available if the Main tab is displayed.
Next	Click this button to display the next excise tax category. This button is only available if the Main tab is displayed.
Last	Click this button to display the last excise tax category. This button is only available if the Main tab is displayed.

Fields and Buttons

Field or Button	Description
Excise Tax Category	Enter an excise tax category code, or click the Lookup button to select an existing excise tax category code.
Description	Enter a description for the excise tax category code. This field is only enabled if you are creating or editing an excise tax category code.

Main Tab Fields and Buttons

Field or Button	Description
Country	Enter a country code for the excise tax category rule, or click the Lookup button to select a country code.
State	Enter a state code for the excise tax category rule, or click the Lookup button to select a state code.
Alcohol "from"	Enter the minimum alcohol content for the excise tax category rule (if the rule is for an alcoholic beverage).
Alcohol "to"	Enter the maximum alcohol content for the excise tax category rule (if the rule is for an alcoholic beverage).
Gallonage Report Label	Enter the label for the excise tax category rule to display on the output gallonage reports. This label appears as a column heading on the report for beverages that meet the alcohol content requirements and state/country for this rule. For more information on these report, see Sales Gallonage Report and Receipts Gallonage Report.
Charge Amount	Enter a per volume additional charge amount for the excise tax category rule.
Charge Basis U/M	Enter a valid charge volume unit of measure for the excise tax category rule.
Charge Basis	Select whether the charge for the excise tax category rule is based on a product weight or volume of alcohol. If you enter a weight unit of measure in the Charge Basis U/M field, this radio set is disabled, and the Product radio button is selected.
	Click this button to add the rule to the excise tax category.
	Click this button to remove the selected rule from the excise tax category.
State Tax Rules	This grid displays state tax rule information for the excise tax category.

Inquiry Tab Fields and Buttons

NOTE This tab is disabled if you are creating, editing, or deleting an excise tax category.

Field or Button	Description
Excise Tax Categories	This grid displays excise tax categories after you click the Show Data button in the ribbon. Double-click an excise tax category to display information for it on the Main tab.