Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Div
styleall
alignleft
dirltr
titleOverview
classoverview

Overview


Div
styleall
alignleft
dirltr
titleExcerpt
classexcerpt


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

  • Tax 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 that is associated to the Tax Jurisdictions contained within the Tax Region where the item was purchased/delivered, and the Product Tax Category that is assigned to the product.
    • Jurisdiction Name - Used throughout VetView when selecting the Tax Jurisdiction, to identify charges for multiple tax jurisdictions, and to group taxes on the 'Sales Tax' report.
    • Tax ID - The Jurisdiction-assigned Tax ID that will be displayed on the invoice of taxable products and services.
    • 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.

Child pages (Children Display)
styleh3
excerptTyperich content



Div
styleall
alignleft
dirltr
titleNavigation
classnavigation

Navigation


Div
styleall
alignleft
dirltr
titleNavText
classnavText


Section


Column
width70%
  1. Click the 'Navigation' button on the VetView button bar at the top of the screen.

    Expand


  2. Select the 'Product Setup' hyperlink.

    Expand


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

    Expand


  4. Create a new Tax Jurisdiction.

    Expand




Column
width30%


Div
styleall
alignleft
dirltr
titleInfo
classinfoText

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.





Insert excerpt
UG:Setup & Admin Guides
UG:Setup & Admin Guides
nopaneltrue

Info

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


Panel
titleContents

Table of Contents



Div
styleall
alignleft
dirltr
titleScreens
classscreens

Screen


Div
styleall
alignleft
dirltr
titleScreens
classscreensText

This is the Tax Jurisdiction Setup subtab



Div
styleall
alignleft
dirltr
titleMockups
classscreens

Mockups

Mockup
AlignmentCenter
permalinkIDny372J6M2knPpuTVgGTMTq


Div
styleall
alignleft
dirltr
titleMockups
classmockupsText

Following is a list of mockups for this screen:

Expand

Airtable for confluence
resourceIdhttps://airtable.com/shrSG8zojTUbxs8VG
viewControlstrue
useCardLayouttrue
width100%
height500PX



Div
styleall
alignleft
dirltr
titleFields and Controls
classcontrols

Specs

Airtable for confluence
resourceIdhttps://airtable.com/shrp3lNtEQKqROyJa
viewControlstrue
width100%
height500px

Div
styleall
alignleft
dirltr
titleFields and Controls
classcontrols

Fields and Controls


Div
styleall
alignleft
dirltr
titleFields and Controls
classcontrolsText1

The following table lists all of the fields and controls found on this screen.  The fields and controls are grouped by their location on the screen; for example, buttons on a 'section' or columns in a 'data grid'.  Use the controls at the top of the table to change the sort, grouping, and row height.  To see more of the cell content,  click on the cell expansion control located at the top-right corner of a selected cell.

Airtable for confluence
resourceIdhttps://airtable.com/shrVsj6IhLcqCAYa3
viewControlstrue
width100%
height500px

Div
styleall
alignleft
dirltr
titleHow To ...
classhowTo

How To...


Div
styleall
alignleft
dirltr
titleSetup a Tax Jurisdiction
classhowToText

Setup a Tax Jurisdiction


Expand


Section


Column
width70%

Anchor
Setup a Tax Jurisdiction
Setup a Tax Jurisdiction


  1. Expand
    1. .




Column
width30%







Div
styleall
alignleft
dirltr
titlePlanned
classplanned

Planned Improvements


Div
styleall
alignleft
dirltr
titlePlanned Text
classplannedText

Jira Legacy
serverSystem JIRA
columnskey,summary,status
maximumIssues1000
jqlQueryproject = LIMS AND issuetype in (Improvement,"New Feature") AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Product Setup - Tax Jurisdiction Setup subtab" ORDER BY Summary DESC
serverId1eaad4fc-3379-3e15-bde0-30da46e7598b


Div
styleall
alignleft
dirltr
titlePlanned
classplanned

Bugs


Div
styleall
alignleft
dirltr
titlePlanned Text
classplannedText

Jira Legacy
serverSystem JIRA
columnskey,summary,status
maximumIssues1000
jqlQueryproject = LIMS AND issuetype in (Bug,Task) AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Product Setup - Tax Jurisdiction Setup subtab" ORDER BY Summary DESC
serverId1eaad4fc-3379-3e15-bde0-30da46e7598b


Div
styleall
alignleft
dirltr
titlePlanned
classplanned

Open Issues


Expand
titleClick to expand ...


Div
styleall
alignleft
dirltr
titlePlanned Text
classplannedText

Jira Legacy
serverSystem JIRA
columnskey,summary,type,priority,status,fixversions,components
maximumIssues1000
jqlQueryproject = LIMS AND issuetype in standardIssueTypes() AND issuetype != Epic AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND component="Product Setup - Tax Jurisdiction Setup subtab" ORDER BY key DESC
serverId1eaad4fc-3379-3e15-bde0-30da46e7598b