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Tax rates are entered in the Tax Tables section of the system. You can store as many as five different tax rates. You can also control when they go into effect and when the rates expire.
Video
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Step-by-Step
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: Adding Tax Rates
To add tax rates:
Go to the System Maintenance tab.
Select Financial from the left side panel.
Click on the Tax Tables icon, to open the Tax Tables window.
Click the Load Tax Tables button.
IMPORTANT: The Description # fields, are associated with the corresponding Tax Rate # in the tax table. For example, “Description #1” is linked to “Tax Rate #1”.
A description MUST be entered in order to enter a tax rate percentage in the table. If a description is not entered the Tax Rate # field will not allow for data entry.Fill in the necessary Description #1 field, this is typically “Sales Tax”.
Fill in the column information in the tax table. The below fields are required:
Store - The Store Number.
Tax Class - “Default” is the only option. (Note: There is a Tax Classes tab that is an obsolete feature.)
Start Date - When the tax rate goes into effect. (Format is 4-digit year, 2-digit month and day.)
End Date - When the tax rate ends. This is usually left blank.(Format is the same as start date.)
Tax Rate #1 - The sales tax percentage. (The percentage symbol is not needed.)
If an additional tax rate needs to be reported use the next available Description # field and it’s corresponding Tax Rate # field to enter the necessary information.)
Reminder;a description must be filled before entering information in the corresponding tax rate. Example: A county tax is collected in addition to a state sales tax:
Add a description identifying the tax in the next available field, in this example Description #2.
Add the percentage amount in the associated tax rate column, in this example Tax Rate #2.
Click the Save button or F5 on your computer keyboard when done.
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There are multiple reports available in the eGenuity Software. The Tax Summary Report displays the Tax Description, Tax Rate and Total Taxes Collected for the specified Date Range, grouped by Store. The system also allows you to modify the report using the Data Explorer feature as detailed in the video below report contains store and tax information that can be filtered by date ranges and time periods.
Video
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Step-by-step
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: Accessing Data Explorer
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from a Report
To Access Data Explorer from a report:
Select the Business Management tab.
Select the Reports icon.
Select a report from the available list.
Update the parameters for the report as needed, on the right-hand side.
Select the Explore button.
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