How to Set Tax Code on Maintenance

  Distribution

Below are Guideline(s) on How to Set Default Tax Code On Maintenance

** Make sure user id set as Tax Authorised Person Y/N**

Step 1:

  • 1.Go to System
  • 2.Security Manager >User Profile Management
  • 3.List (select user id)
  • 4.More

Step 2: Scroll down

  • 5.Tick Number 150 (Tax Authorised Person Y/N)
  • 6.then Update

** Guides to Update Miscellaneous Charges Tax Code

  • 1.Go to Maintenance
  • 2.Miscellaneous Maintenance
  • 3.Miscellaneous Charges
  • 4.List

  • 5.Tick Update Tax Code
  • 6.right click to Tick All Records if all Miscellaneous Charges use 1 Tax Code/Rate
  • 7.Select Purchase Tax and Sales/Retail Tax
  • 8.Update Tax Code

“Setting Default Tax Code for Item Group and Item Maintenance”

Scenario 1: If your System Tax Code selection based by Item Group/Miscellaneous

  • 1.Go to Maintenance
  • 2.Item Group Maintenance
  • 3.List

  • 4.Tick Update Tax Code
  • 5.Select Purchase tax and Sales/Retail Tax Code
  • 6.right click to Tick All Records if all item will use 1 Tax Code/Rate
  • 7.Update Tax Code

Scenario 2: If your System Tax Code selection based by Item/Miscellaneous

  • 1.Go to Maintenance
  • 2.Item Maintenance
  • 3.List

  • 4.Key in Max Records (99999) then Refresh
  • 5.tick Update Tax Code
  • 6.right click to Tick All Records if all item will use 1 Tax Code/Rate
  • 7.Select Purchase Tax and Sales/Retail Tax Code
  • 8.Update Tax Code