Tax Type Builder

The Tax Type Builder screen initially will appear similar to the screen shown below with the General Tab selected.  The Tax Types that are available will be the Tax Types that you have previously created from the Taxing - Point of Sale Add button or from the Y.E.S! Tax Rule Building Wizard.

Select Tax Type box contains a listing of all of the Tax Types which you have already defined.

Below this box are two buttons:

• Add - Clicking on this button opens up a small dialog box into which you enter the name of the new Tax Type that you are going to create.

• Remove - Clicking on this button will delete the currently selected Tax Type.

On the General Tab, you can:

• Tax Type Name - To add a new Tax Type Name, click in the field and enter the new name.

• Tax Collection Agency -

• To select a tax agency to apply to this type of tax, click on the combo box to the right of the Tax Collection Field and select the appropriate agency.

• To add a new Tax agency name, click on the "Add" button which will bring up a dialog box into which you can enter the new agency name.

• Rounding Method  - Select a method of rounding from one the available options, by clicking in the combo box to the right of the field and selecting from one of the options below:  

• Up - If the tenths of a cent digit is greater than 0, the cents digit is incremented. Ex. $1.322 becomes $1.33.

• Standard - If the tenths of a cent digit is greater than or equal to 5, the cents digit is incremented. Ex. $1.324 becomes $1.32 and $1.325 becomes $1.33.

• Down - The tenths of a cent digit are dropped. Ex. $1.322 becomes $1.33.

From the Tax Splits Tab you can add, edit or remove a Tax Split by clicking on the corresponding buttons at the bottom of the window.

• Add Split - Opens a small dialog box in which you define the new tax split or range, as follows.

• Split at $ - The price range at which the tax rate shown on the right will apply.

Example

If in your area sales less than $.20 are not taxable, you would enter ".20" and in the Tax box you would enter "0".  You would also have to create another tax split so that the system knows show to handle sales over $.20.  Create a new tax split.  Instead of entering a value in the "Split at $" box, only check the "Check for Max" box.  Next, enter your tax rate in the Tax box in the form of "6" or "6.00",  meaning 6% tax.

• Tax - The tax rate percentage.  Enter your tax rate in the Tax box in the form of "6" or "6.00", meaning 6% tax as defined below.

• Check for Max - if checked, the Split at $ field will be set to "Max", meaning this range extends to infinity.  

Example:  

Range1 = From $0.00 to $5.00 receives a tax of 5%; Range 2 = From $5.01 and above (Max.) receives an ADDITIONAL tax of 1%.

• Percentage Tax - Checking this will process the tax as a percentage of the sale.

• Fixed Rate Tax - Checking this will process the tax as a fixed amount rather than as a percentage of the sale.

• Edit Split - Opens the same dialog box as Add Split above in which you can edit  the selected tax split.

• Remove Split - Deletes the currently selected Tax Split.

From the Jurisdiction Tab you can determine the type of jurisdiction and jurisdiction values to apply to this tax.

• Add Jurisdiction - Clicking on the "Add" button opens a small dialog box into which you enter the new jurisdiction value.

• Edit Jurisdiction - Clicking on the "Edit" button opens up small dialog box in which you can edit the selected jurisdiction value.

• Remove Jurisdiction - Deletes the currently selected jurisdiction value.