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Tax Details identify the individual components that make up a sales tax calculation. For example, if sales tax is made up of a City tax and a State tax you could setup each of these as separate Tax Details. You would need to setup individual Tax Details if the rounding, maximum transaction amount, or GL Accounts are different. One or more Tax Details make up a Tax Class. The purpose of this page is to add, edit, remove, and activate/inactive these records.

(lightbulb) This master file is shared with the Sales functional area. Setting up a Tax Detail here will be visible and usable on Sales Tax Classes and setting up a Tax Detail from Sales will be visible and usable on Fishermen Accounting Tax Classes.

Software Version: 20192022.0911.03 and 28 and newer

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FieldsDescription
CheckboxUsed to select one or more records.Tax Detail

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

(text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.
Applies To

A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (EnumerationClassName) Enumeration Class.

Based On

A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (EnumerationClassName) Enumeration Class.

Rate

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

(text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

Currency

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####

This lookup contains a

label to indicate where the Tax Detail can be used. This is always set to "Sales" and cannot be edited.

Database Field: ERPx_MFTaxDetail.TaxApplyToEN

Based On

A label to indicate how the Tax Detail is calculated. This defaults to '% Amount' and cannot be edited.

Database Field: ERPx_MFTaxDetail.TaxBasedOnEN

Currency

The 'Currency' of the Tax Detail. This defaults to blank but is required and once saved cannot be edited. If missing, the message "Currency is required." will be displayed on Save. 

Max Trans AmtGL AccountA (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

Round

A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (EnumerationClassName) Enumeration Class.

the Currencies in the ERPx_MFCurrency table.

Database Field: ERPx_MFTaxDetail.CurrencySK

GL Account

A single select lookup to assign the GL Account that the Credit side of the Journal Entry will go to when this Tax Detail is used. This defaults to blank but is required. If missing, the message "GL Account is required." will be displayed on Save. 

This lookup contains a blank value, the current assigned value, and a list of all the 'Active'

(what does it include).
InactiveA Yes/No field used to identify if the record

GL Accounts.

Database Field: ERPx_MFTaxDetail.GLAccountSK

Inactive

Identifies if the Tax Detail is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used

(

. 'No' values display as blank in the grid

)

. This value is

always editable. Linked

only editable for records that do not have an open balance.

(lightbulb) Inactive Tax Details will be auto-removed from Tax Classes, without any warnings, and will not be included in the tax calculation on new or un-posted transactions.

Database Field: ERPx_

#####

MFTaxDetail.

#####.(Field Name) ID

IsInactive

Max Trans Amt

A text box to

add/edit the unique identifier of the (what type of record is this) record

indicate if the Tax Amount is capped. This defaults to

blank but is required for all records. If missing, the message "fieldnameID is required." will be displayed on Save. The ID must be unique, otherwise the message "Duplicate Field Name ID's are not allowed." will be displayed on Save. This field must be <= 25 characters.

Linked Database Field: ERPx_####.FieldName

(Field Name) Description

A text box to add/edit the name associated with the (ID Field Name) ID. This defaults to blank but is required ***OR**** and is not required. If missing, the message "fieldname is required." will be displayed on Save. This must be unique, otherwise the message "Duplicate Field Name's are not allowed." will be displayed on Save. This field must be <= 25 characters. 

Linked Database Field: ERPx_#####.#####.

InactiveA Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used ('No' values display as blank in the grid). This value is always editable. Linked Database Field: ERPx_#####.#####.
CheckboxUsed to select one or more records.
Date FieldThe date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####.
HyperlinkA hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####.
Lookup (from an Enumeration)A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####

0.00 on new records but can be edited to any amount >=0. If set to blank or a negative amount the message "Max Trans Tax is required and must be greater than or equal to zero." will be displayed on Save. If set to an amount greater than 0.00 the Tax Amount will only be calculated up to the amount specified. For example, assume a 'Tax Detail' was setup with a 'Rate' of 10% and a 'Max Trans Amt' of 1,000. If a Transactions was created for $2,000 then the total Tax Amount would be $100 because it would only be calculated on the first $1,000. This field is always editable.

Database Field: ERPx_MFTaxDetail.MaxTransactionAmount 

Rate

A text box to indicate the % Amount of the Tax Detail. This defaults to 0.00000 but can be changed to any amount >= 0.00. If set to a negative amount the message "Rate is required and must be greater than or equal to zero." will be displayed on Save. This field is always editable.

Database Field: ERPx_MFTaxDetail.Rate

Round

A single select lookup to assign the rounding method of the Tax Detail. This default to "Round" on new but can be edited at any time. The applicable values include:

  • Round: Always rounds to two decimal places. For example, if the tax amount is calculated to be $1.3265, the tax would be $1.33.
  • Round Down 2 Decimals: Always rounds down to the two decimal places. For example, if the tax amount is calculated to be $1.3265, the tax would be $1.32.
  • Round Up 2 Decimals: Always rounds up to the two decimal places. For example, if the tax amount is calculated to be $1.1431, the tax would be $1.15.

This lookup contains all the values in

the (EnumerationClassName) 

the TaxRound Enumeration Class.

 
Lookup (non Enumeration)

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If

Database Field: ERPx_MFTaxDetail.TaxRoundEN

Tax Detail

A text box to indicate the name of the 'Tax Detail'. This defaults to blank for new records and is required. If not assigned, the message "

(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

Text Field

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

(text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

Yes/No Lookup

A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. 

A value of "Yes" means that...

A value of "No" means that...Tax Detail is required." will be displayed on Save. This value must be unique and If not, the message "Duplicate Tax Details are not allowed." will be displayed on Save. This field is always editable.

Database Field: ERPx_MFTaxClass.TaxDetailName

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