Accessing Tax Management

To access Tax Management:

Go to Applications > Tax Management.

From the Tax Management menu you can view taxes and related information. The main form for viewing and managing taxes is the Tax Management form.

To open the main tax form, access Tax Management menu and select View > Taxes

UG template for Help

The other menu options include:

access to display reference tables for :
- Tax Category
- City
- County
- Zip Code
Reports - Tax Management provides three tax-related reports. You can access these reports through the Reports menu.
A print preview is displayed. You can print a report by selecting Print on the File menu or by pressing [Ctrl+p].
For further details on each report see:
Extended Exemption Maintenance - Extended Exemption Maintenance is generally performed by IDI; in which case this window is read-only. See Extended Exemption Maintenance.
Tax Database Version - To ensure that you have the most recent taxes database from IDI, you can check the version that you have installed.
Wireless Tax Exemption Maintenance - This accommodates changes in federal and state laws and allow most states and localities to tax all wireless charges invoiced to the customer, regardless of origination, termination, or distance type. Note: Exception rules will need to be applied for those states who choose not to tax all services
Right-click on a row and select View Wireless Tax Exception. This displays the Wireless Tax Exception form.
Zip Code Maintenance - IDI includes the most recent ZIP code updates with each update to the tax database. However, you can choose to update the ZIP code tables yourself. You can import a ProZip update file from a company that maintains the ZIP code list. See Importing ZIP Code Files.

You can also establish specific tax exemptions -- both by customer and by catalog item.