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Overview


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  • Provides the ability to create, edit, and inactivate Tax Jurisdictions.

    A Product
  • Tax Category can be associated to products and services in order to apply sales taxes within the tax jurisdiction, based on the jurisdiction's definition of product categories, and application of tax ratesTax Jurisdictions represent the tax authority responsible for establishing the jurisdiction and statutes that define what is taxable, and at what tax rate.
  • A Tax Region defines a geographic area that may be impacted by one, or more, Tax Jurisdictions.
  • Regions don't overlap, but jurisdictions can; therefore, regions can contain many jurisdictions, and jurisdictions can be included in several regions.
  • When a product or service is added to an order, the sales taxes will be calculated based on the tax rate Tax Rate that is associated to the tax jurisdiction in which the Tax Jurisdictions contained within the Tax Region where the item was purchased/delivered, and the Product Tax Category that has been is assigned to the product.
  • Features of the Product Tax CategoryJurisdiction:
    • Name and Description - The name is used throughout VetView when selecting the Product Tax CategoryTax Jurisdiction, to identify charges for multiple taxes, and to group taxes on the 'Sales Tax' report.
    • Code - A short code that can be used when space is limited on screens and reports.
    • Tax Rate - A valued, expressed as a percentage of the taxable revenue, to be collected from the client and remitted to the Tax Jurisdiction.
      • Product Tax Category - A Tax Rate is assigned to a Product Tax Category, which is assigned to a product to determine the Tax Rate to be applied.
      • Start and End Date - Tax Rates may change over time, so each rate is associated to a timeframe for which it is valid.  For each Product Tax Category, within a Jurisdiction, the timeframes may not overlap.

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Navigation


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  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

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  2. Select the 'Product Setup' hyperlink.

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  3. Click on the 'Tax Setup' tab, then the 'Product Tax Category subtab.

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  4. Create a new Product Tax Category.

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  5. Assign a Product Tax Category to a product or service.

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The availability of menu items is controlled by privileges that are assigned to each user, so the 'Navigation Menu' will not look the same for all users.





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Functionality


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Planned Improvements


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Open Issues


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UG:Setup & Admin Guides
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Info

This page may contain functionality not found in the current version of VetView.


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titleDefinitions

Refer to the 'Inventory and Accounting Definitions' wiki page for definition of inventory terms, and for details about fields and controls.


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Table of Contents