Withholding tax is an advance payment of company tax that is collected by the company when paying a supplier.

These dates are ignored if you enabled the Use GL periods for Tax Returns option (Options tab).

Tax return periods must be defined before running the Tax Return Setup conversion program.

If you de-select the Use GL periods for Tax Returns option and select the Tax Return Periods function, the system notifies you that the periods you enter using the Tax Return Period Maintenance program will be ignored (because you have not yet saved the de-selection of the Use GL periods for Tax Returns option). In this instance, you can ignore the message because when you save the de-selection of the Use GL periods for Tax Returns option, the dates entered in the Tax Return Period Maintenance program will be used by the Tax Return program.

This function is only enabled when the Use descriptive tax codes option is enabled.

Select this to save the selections you made on all the tab pages and to exit the program.

Select this to print a report of your tax setup options.

It is advisable to keep this report for disaster recovery purposes.

Select this to exit the program without saving any changes you made.

Select this to view the latest online Help documentation for this program.

GST code options defined against geographic areas (Browse on Geographic Areas) are ignored.

Each tax code is divided into state, county and city rates - the total of which is used to calculate sales tax on an invoice.

This option is enabled if your nationality code is set to USA or CAN.

This option works in the same way as the USA Tax by advanced geocodes system, except that you import a file that contains all the rates for the country instead of maintaining them manually (useful to anybody who sells in many locales).

The system automatically inserts the city name and state code into the address fields when maintaining customer details.

This option is enabled if your nationality code is set to USA or CAN.

This is only enabled for the USA Tax by advanced geocodes or USA AVP sales tax system options.

This information is used to generate the statistical and tax reports required by EC regulations, as well as to generate a tax audit trail of all purchases and sales between EC countries.

Although most provinces charge PST besides GST, some provinces charge PST on GST.

If you enable this option together with Tax by geographic area and the tax code held against a stock item is blank, then the program assumes that the item is exempt from tax and disregards the tax code assigned to the geographic area when calculating tax for that item on a sales order. If you enable this option after you defined your product classes, then you will need to create the _GST product class manually.

It is essentially a value added tax (VAT) system where tax is paid at each step along the chain of transactions involving goods or services, until the end-user is reached.

This is enabled when your nationality code is set to AUS.

This option only applies if you selected the USA tax by advanced geocodes or USA AVP sales tax system options.

The sales tax ledger account held against the AR branch is used for tax distribution.

This does not apply to Canadian GST because GST is always integrated at branch level.

Calculates tax at the end of an invoice for each tax rate used in the invoice calculation.

The taxable amount for each invoice line is accumulated and the tax is calculated for the total invoice amount to give the invoice level tax value.

Calculates tax for each line on an invoice before it is accumulated into a total invoice tax value.

You must select this option if your nationality code is USA and you want sales order programs to calculate tax based on tax limits.

	A maximum of five different tax codes can be printed on each individual invoice document. This is not a limit on the number that can be entered for an order, but a limit to the number that can be catered for in the final document. Therefore, if you processed two separate delivery notes and invoices from an order, you could have 5 different tax codes on each document.

reduces the tax base by the terms discount prior to the tax being calculated).

This option allows you to assume the discount is being taken prior to calculating tax.

	If any tax code is defined as inclusive, then you must select this option before you can reduce the taxable portion of merchandise, freight and miscellaneous charge lines.

Reduces the taxable portion of merchandise lines according to the settlement discount percentage, before tax is calculated.

Reduces the taxable portion of freight lines according to the settlement discount percentage, before tax is calculated.

Reduces the taxable portion of miscellaneous lines according to the settlement discount percentage, before tax is calculated.

Reduces the taxable portion of miscellaneous lines according to the settlement discount percentage, before tax is calculated.

Calculates GST at the end of an invoice for each tax rate used in the invoice calculation.

Calculates GST for each line on an invoice before it is accumulated into a total invoice tax value.

Assign a default tax code for miscellaneous charges or leave blank to default to non-taxable.

The Descriptive tax code must be used if defined (Descriptive Tax Codes).

Assign a default tax code for freight charges or leave blank to default to non-taxable.

The Descriptive tax code must be used if defined (Descriptive Tax Codes).

Assign a default tax code for non-stocked items or leave blank to default to non-taxable.

The Descriptive tax code must be used if defined (Descriptive Tax Codes).

Assign a default tax code for credit notes or leave blank to default to non-taxable.

The Descriptive tax code must be used if defined (Descriptive Tax Codes).

Otherwise you need to use the Tax Return Period Maintenance program to define the tax return period dates for the Tax Return report.

Enables the Descriptive Tax Codes function to define tax codes of up to 20 characters long.

When you enable this option, the descriptive tax codes must be used in the tax code fields in SYSPRO.

Note:

Refer to Notes and warnings in the Descriptive Tax Codes program for additional information.

Tax rounding is typically only necessary if required by legislation in your country.

You would typically use this if rounding is required because of the non-existence of small denomination coins (e.g. if the smallest denomination in your currency is 5, rather than 1 or 2).

If you select to round both the tax value and the invoice value, then rounding is first applied to the tax value.

Enter the monetary or local unit of currency to which you want to round tax and invoice values.

For example, if your smallest monetary unit of currency is 5 cents, then you would probably enter 5 in this field. If you are using the Point of Sale system, you may need to give change to customers. You can therefore not round invoices to a monetary unit that is less than the smallest coin available (e.g. you would not round to 1 or 2 cents if the smallest available coin is 5 cents).

The purchaser is responsible for remitting the tax portion of the purchase to the tax office (i.e. the purchaser makes one payment to the supplier of the goods/services purchased and another payment to the tax office for the withholding tax portion of the transaction).

For example: The Outdoors Company sells you goods for 1000.00 (plus 10% tax)

Calculates the value of withholding tax automatically at the time of making a payment in the Accounts Payable module (Taxable Amount * Withholding Tax Rate)/100).

You should not select this option if you are disbursing tax over multiple general ledger tax accounts. For each invoice processed using the AP Invoice Posting program, the withholding tax system recognises only the first tax code entered.

This indicates the type of transaction declared on the Supplementary Declaration (e.g. sales, acquisitions, goods sent for processing or free of charge goods).

	The Default nature of transaction codes options are disabled if you have not enabled the EC VAT system required setup option under the General tab.

Enter the default code for dispatches (goods going to other EC Member States).

Enter the default code for arrivals (acquisitions).

Enter the default Incoterms code for dispatches (goods going to other EC Member States).

This business object must take XML from SYSPRO, call the third party process and pass the results back to SYSPRO as XML.

SORQT3.XML is provided as a sample XML instance to demonstrate the use of the Extended Tax Calculation Query Business Object provided. The file is located in the Base\Schemas folder.

SORQT3OUT.XML is provided as a sample XML instance returned by the Extended Tax Calculation Query Business Object (which also resides in the Base\Schemas folder).

The relevant .XSD files are also located in the Base\Schemas folder.

You define these parameters using the Third Party Setup function.

An area of 200 bytes is available on the tax record that is passed to the program and saved on return if non-blank. This area is reserved for the use of the developer calling the 3rd party routine.

Loads the program entered at the Tax setup field, enabling you to indicate additional setup options which are interface or customer-specific to your tax program.

If enabled, a flag is passed to the business object at the appropriate time to update the tax information in the third party system. Otherwise, the flag passed is always N.