Apprise includes functionality to record excise taxes that should be paid to a taxing authority. The system provides flexibility so you can adhere to the tax regulations of each country in which your company operates.
Before you can track excise taxes in Apprise, first set up the following:
Excise tax categories - Set up excise tax categories, which are used to group products for excise tax reporting.
Products - Assign products to excise tax categories.
Order Entry automatic additional charges - Set up Order Entry automatic additional charges for excise taxes.
Tax authority suppliers - Set up a supplier for each tax authority to which you will pay excise taxes.
Countries - Assign a tax authority supplier to each country.
Locations - Set up locations in an excise tax suspension regime as tax warehouses.
Suppliers (optional) - If a supplier is in an excise tax suspension regime, set up the excise ID for the supplier.
Customers (optional) - If a customer is in an excise tax suspension regime, set up the excise ID for the customer.
EDI distribution centers (optional) - If an EDI distribution center is in an excise tax suspension regime, set up the excise ID for the distribution center.
Inventory adjustment codes - Set up inventory adjustment codes for payable excise taxes.
To set up excise taxes in Apprise:
In Excise Tax Category Maintenance, create excise tax categories to group products for excise tax reporting. The charge basis unit of measure for the category must be a unit of measure set up for the products for which excise tax will be assessed.
In Product Maintenance, enter the excise tax category for products in the Excise Tax Category field on the Selling tab.
In Order Entry Automatic Additional Charge Maintenance, create Order Entry automatic additional charges for excise taxes. Select the Excise Tax radio button to indicate the charge is for an excise tax.
In Supplier Maintenance, set up suppliers for each tax authority to which you will pay excise taxes.
In Country Maintenance, set up the tax authority supplier you created in step 4 for each country. Enter the supplier code in the Excise Supplier field, and enter the appropriate Apprise procedure file in the Excise Export Procedure field.
In Location Maintenance, set up tax warehouses. To indicate a shipping location is a tax warehouse, select the Tax Warehouse check box on the Tax Setup tab, and enter an excise tax ID for the location in the Excise ID field.
In Supplier Maintenance, enter the excise ID for each supplier in an excise tax suspension regime in the Excise ID field on the Ship From tab.
In Customer Maintenance, enter the excise ID for each customer in an excise tax suspension regime in the Excise ID field on the Ship-To tab.
In EDI Distribution Center Maintenance, enter the excise ID for each EDI distribution center in an excise tax suspension regime in the Excise ID field on the Main tab.
In Inventory Adjustment Code Maintenance, select the Excise Tax Payable check box for inventory adjustment codes that will be used for inventory adjustments for which excise taxes will be assessed.
You can now track excise taxes. For more information see, Tracking Excise Taxes.