Overview

NorthScope allows users to add, edit, or remove Tax Programs to be used on Delivery Tickets. Tax programs are used to compute the amount of tax that is due for a delivery ticket. Tax programs also identify the combination of applicable species, stat areas, gear, and fishermen so they can be auto-added to delivery tickets.

Delivery ticket line items are each evaluated against all active tax programs so that all applicable tax programs can be auto-assigned to the delivery ticket. In order for a tax program to be auto-added to a delivery ticket line item, all the following tax program conditions must be true:

Area

At least one of the stat areas listed on the Stat Area Worksheet must be assigned to the tax program.

Fisherman

The fisherman on the delivery ticket must be assigned to the tax program.

Gear

The gear associated with the ticket’s permit must be assigned to the tax program.

Specie

The specie associated with the ticket line item must be assigned to the tax program.

Start Date

The Date of the delivery ticket must occur on or after the tax program start date.

Status

The tax cannot be inactive.

Once the tax has been auto-added to the delivery tickets, the rates can be manually edited.

Version

This guide is applicable for NorthScope version 2.8.3 and newer.

Prerequisites

Required NorthScope Prerequisites

- Account Setup
- Gear
- Species
- Stat Areas
- Vendor Setup
- UOM Setup

Optional Host System Prerequisites

- Tax & Premium Class

Taxes - Step 1: Adding a New Tax Program

From NorthScope, expand the Purchasing Module on the navigation menu and select “Taxes & Premiums” to open the Taxes & Premiums List View.
Click the “New” icon in the header and select “Tax” to open a blank Tax Program record view.

When the Tax Program Record View is opened to add a new record, only the Properties tab is visible, and only the base properties are editable. Once these base properties have been entered and saved, the remaining properties will be opened for edit and all tabs will be visible.

Taxes - Step 2: Assigning the Base Tax Program Properties

Until the base properties have been assigned, the new tax program cannot be added. Enter the following required base tax properties.

Click here to view the tax properties help page for more information about the properties.

Calculated On
Class
Credit Account
Description
Payable To
Program ID
- Hint: The Program ID should be an alpha code to help you quickly identify the tax.
Rate
- Hint: This is the price of the tax. If the tax is 2.5%, enter 2.50. This rate defaults on the ticket but can be overwritten
Start Date
Type
- Hint: This field defaults and cannot be edited

Once the base properties are entered, click the “Save” icon on the header toolbar. If the save was successful, the tax program will be saved and the Properties and additional tabs will be visible and available for edit.

Taxes - Step 3: Assigning the Remaining Tax Program Properties

When the tax program has been successfully saved for the first time, the remaining properties can be completed.

Click here to view the tax properties tab help page for more information.

Inactive
UOM

Hint: This is only editable if the “Calculated On” property was set to Delivered or Net Weight

Taxes - Step 4: Assigning the Species

By default, each specie is applicable to a new tax program. If you need to identify individual species, select the Species tab and click on the “New” icon on the Species Grid toolbar.

Select one or more species and click the save icon when you are finished. The specie lookup will contain the list of all active species in the specie master file.

Taxes - Step 5: Assigning the Stat Areas

By default, each stat area is applicable to a new tax program. If you need to identify individual stat areas, select the Area tab and click on the “New” icon on the Stat Area Grid toolbar.

Select one or more stat areas and click the save icon when you are finished. The stat area lookup will contain the list of all active stat areas in the stat area master file.

Taxes - Step 6: Assigning the Gear Types

By default, each gear type is applicable to a new tax program. If you need to identify individual gear types, select the Gear tab and click on the “New” icon on the Gear Type Grid toolbar.

Select one or more gear types and click the save icon when you are finished. The gear type lookup will contain the list of all active gear types in the gear type master file.

Taxes - Step 7: Assigning the Fishermen

By default, each fisherman is applicable to a new tax program. If you need to identify individual fishermen, select the Fishermen tab and click on the “New” icon on the Fisherman Grid toolbar.

Select one or more fishermen and click the save icon when you are finished. The fishermen lookup will contain the list of all active fishermen in the fisherman master file.

Overview – Premiums

NorthScope allows users to add, edit, or remove premium programs to be used on delivery tickets. Premium programs are used as a way to pay additional amounts (premiums) to a fisherman. These are most often used to pay additional money for fishermen that brought their deliveries all the way to the dock, or that took additional steps to refrigerate the catch. Premium programs are manually added to delivery tickets from the multi-select premium combo box on the Home tab of the delivery ticket. If a premium is manually selected for a delivery ticket, it is automatically added to all of the ticket line items.

Once the premium has been added to the delivery ticket, the rate can be manually edited.

Premiums – Step 1: Adding a new Premium Program

From NorthScope, expand the Purchasing module on the navigation menu and select “Taxes & Premiums” to open the Taxes & Premiums List View
Click the “New” icon in the header and select “Premium” to open a blank Premium Program Record View.

When the Premium Program Record View is opened to add a new record, only the Properties tab is visible and only the base properties are open for edit. Once the base properties have been entered and saved, the remaining properties will be open for edit and all tabs will be visible.

Premiums – Step 2: Assigning the Base Premium Program Properties

Until the base properties have been assigned, the new premium program cannot be added. Enter the following required base premium properties.

Click here to view the premiums properties tab help page for more information.

Calculated On
- Hint: This is how the rate is applied
- % Amount: Select this method if the tax is a % of the amount
- Delivered Weight: Select this method if the tax is calculated from the Delivered Weight
- Net Weight: Select this method if the tax is calculated from the Net Weight (Delivered Weight * Weight Modifier)
Class
Debit Account
- Select the GL account for the debit entry of the premium.
Description
Program ID
- Hint: The program ID should be an alpha code to help you quickly identify the premium
Rate
- Hint: This is the price of the premium. If the premium is $0.05/lb, then enter 0.05. This rate defaults on the ticket, but can be overwritten.
Start Date
Type
- Hint: This field defaults and cannot be edited.

Once the base properties are entered, click the “Save” icon on the header toolbar. If the save was successful, the premium program will be saved and all remaining properties will be visible and available for edit.

Premiums - Step 3: Assigning the Remaining Premium Program Properties

When the premium program has been successfully saved for the first time, the remaining properties can be completed.