Ideal Online Documentation

14284 T/B MAINTENANCE
TB4-11 Tax Code Maintenance

 

PURPOSE

 

The tax code maintenance program allows you to add, modify and delete tax codes.

 

Tax Code Maintenance is accessed from:

  • Time Billing Code Maintenance menu.

 

PROCEDURE

 

Select Tax Code Maintenance from the Time Billing Code Maintenance menu. The tax code maintenance screen displays.

 

TAX CODE MAINTENANCE SCREEN DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│08/11/07                       The Ideal Law Firm                               â”‚
│                              TAX CODE MAINTENANCE                              â”‚
│                                                                                â”‚
│      TAX CODE          __                                                      â”‚
│                                                                                â”‚
│   1. DESCRIPTION                                                               â”‚
│   2. TAX TYPE                                                                  â”‚
│   3. RATE 1                                                                    â”‚
│   4. RATE 1 EXPIRES                                                            â”‚
│   5. RATE 2                                                                    â”‚
│   6. RATE 2 EXPIRES                                                            â”‚
│   7. RATE 3                                                                    â”‚
│   8. RATE 3 EXPIRES                                                            â”‚
│   9. RATE 4                                                                    â”‚
│  10. RATE 4 EXPIRES                                                            â”‚
│  11. RATE 5                                                                    â”‚
│  12. RATE 5 EXPIRES                                                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│'00' IS THE DEFAULT GST RATE AND 'P0' IS THE DEFAULT PST RATE.                  â”‚
│PRESS F2 FOR NExT, F5 FOR INQUIRY.                                              â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

TAX CODE
'00' IS THE DEFAULT GST RATE AND 'P0' IS THE DEFAULT PST RATE.
PRESS F2 FOR NEXT, F5 FOR INQUIRY.

 

Enter tax code to access or create.

 

"0""0" to display the default GST rate.

 

"P""0" to display the default PST rate.

 

To add a new code see ADD A CODE. To view or modify an existing code see MODIFY AN EXISTING CODE.

 

 

[F2] to scan existing tax codes for selection.

 

[F4] to exit to menu.

 

[F5] to display list of tax codes for selection.

 

 

ADD A CODE

 

If you enter a code which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (ENTER=YES/F2=NO):

 

[Enter] to add a new code.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt is displayed:

 

 

** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING CODE below.

 

 

[F4] to not add the code and return to CODE field.

 

[F2] to not add a new code.

 

You may enter a different NEW code, an existing code or press [F4] to exit.

 

 

 

MODIFY AN EXISTING CODE

 

If you enter an existing code you will be prompted whether or not you wish to modify or delete the code.

 

** M TO MODIFY; D TO DELETE; ENTER TO CONTINUE:

 

[Enter] to clear the display and return to the CODE field.

 

"M" to modify data fields.

 

** FIELD NUMBER (ENTER TO CONTINUE):

 

Enter the number of the field you wish to modify.

 

Once you have modified the field data (see FIELDS below) press [Enter] to return to this prompt where you may enter the number of additional fields to modify or press [Enter] again to end modifications.

 

 

[Enter] for modifications complete.

 

** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept changes and update the file.

 

The file is updated and you are returned to the CODE field.

 

 

[F2] to make additional modifications to the fields.

 

You are returned to the FIELD NUMBER prompt above.

 

 

[F4] to cancel all changes and return to CODE field.

 

"D" to delete the code.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the code.

 

"N" to not delete the code.

 

Example Tax Code Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│08/11/07                       The Ideal Law Firm                               â”‚
│                              TAX CODE MAINTENANCE                              â”‚
│                                                                                â”‚
│      TAX CODE          00                                                      â”‚
│                                                                                â”‚
│   1. DESCRIPTION       DEFAULT GST                                             â”‚
│   2. TAX TYPE          G  GST RATE                                             â”‚
│   3. RATE 1             7.0000                                                 â”‚
│   4. RATE 1 EXPIRES    05/02/06                                                â”‚
│   5. RATE 2             6.0000                                                 â”‚
│   6. RATE 2 EXPIRES    99999999                                                â”‚
│   7. RATE 3                                                                    â”‚
│   8. RATE 3 EXPIRES                                                            â”‚
│   9. RATE 4                                                                    â”‚
│  10. RATE 4 EXPIRES                                                            â”‚
│  11. RATE 5                                                                    â”‚
│  12. RATE 5 EXPIRES                                                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** M TO MODIFY; D TO DELETE; ENTER TO CONTINUE:                                 â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

 1. DESCRIPTION

 

Enter a description for tax code (up to 15 alpha/numeric characters).

 

 2. TAX TYPE

 

"G" for a gst type tax rate.

 

"P" for a pst type tax rate.

 

[F3] to return to the previous field.

 

 3. RATE 1

 

Enter desired tax rate (eg 7.0 = 7%).

 

[F3] to return to the previous field.

 

 4. RATE 1 EXPIRES

 

Enter date rate expires in format MMDDYY.

 

[Enter] for 00/00/00.

 

[F2] for 99/99/99.

 

[F3] to return to the previous field.

 

 5. RATE 2
 6. RATE 2 EXPIRES
 7. RATE 3
 8. RATE 3 EXPIRES
 9. RATE 4
10. RATE 4 EXPIRES
11. RATE 5
12. RATE 5 EXPIRES

 

You may enter up to 5 different rates and expiry dates for each tax code.