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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.
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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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| Note |
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Do not press the tab key or click on the next available blank row. This will automatically create a new tax row. If a new row is created, simply click on any field in the blank row and press the delete key on your keyboard to remove it. |
Tax
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Summary Report
There are multiple reports available in the eGenuity Software. The Tax Summary report contains store and tax information that can be filtered by date ranges and time periods. By using the report’s Data Explorer function, the report layout can be edited to create and save new layouts of the selected report.
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Step-by-step
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Opening the Tax Summary Report
To Access Data Explorer from a open the Tax Summary 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.
Editing the Data Explorer Layout
The top section of the Data Explorer window has the following layout editing options:
Choose Layout - If any layouts have been saved, they can be selected here.
Show All Columns - Includes all fields in the report.
Hide All Columns - Removes all fields from the report.
Visible (checkboxes to the right of the field names) - excludes specific fields by unchecking the visible box.
The bottom section of the Data Explorer window, allows has the following report layout editing options:
Reorder columns - Click on a column header and without releasing the click, drag the column to the left or right as needed.
Group columns - Select the column header and drag it into the gray area as pictured below:
Once done editing the report layout of the report, the following options are available:
Save the layout to use later
Print the report with selected layout
Delete the layout
Export the report with selected layout to Excel
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