109 lines
6.4 KiB
HTML
109 lines
6.4 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Sales Tax Code: Edit Multi-Rate Calculation</title>
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<link rel="StyleSheet" href="../../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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ol.hcp2 { list-style:decimal; }
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ul.hcp3 { list-style:disc; }
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font.hcp4 { font-style:italic; }
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span.hcp5 { background-color:#c0c0c0; }
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font.hcp6 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Edit Tax Code Calculation: Multi-Rate Tax</p>
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<p class="Help-Text"><font color="#0000FF"><a href="basic_tax_codes.htm">Tax Codes</a> <span style="color: #c0c0c0;">|</span> <a href="../../qbpos_help_and_support/help_taxfaq.htm">Tax FAQs</a></font> <font color="#C0C0C0">|</font> <a href="basic222.htm">Tax Overview</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Note">This information is applicable to the <span class="hcp1">Add/Edit Tax Code Wizard</span>, accessed from the <a href="../../qbpos_company_preferences/sysprefs08.htm">Sales Tax</a> page of company preferences when setting up a <a href="basic_tax_multipleagencies.htm">multi-rate</a> tax code.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Use the third page of the wizard to specify information for up to three components of the multi-rate tax code.</p>
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<ol class="hcp2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter a name for the first rate component of the tax code. Use a name indicative of the tax or provided by the taxing agency.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter the tax rate that applies to this component.</p>
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</li>
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</ol>
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<ul class="hcp3">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Enter tax rates greater than 1% as the percentage value. <font class="hcp4">Example:</font> To enter a tax rate of 7.50%, type <font class="hcp4">7.50</font></p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Enter tax rates less than 1% in their decimal equivalent. <span style="font-style: italic;">Example: To enter a tax rate of 0.5%, type 0.005</span></p>
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</li>
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</ul>
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<ol start="3" class="hcp2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter the agency to which the taxes are paid. This name is displayed on sales tax reports and used when sending sales tax information to your QuickBooks financial software.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">If this rate applies only when the unit price meets certain threshold amounts, select the check box and enter the applicable price range. You can enter lower, upper, or both price thresholds. Leave one end of the range open (blank) if it doesn't apply or is unlimited.</p>
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</li>
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</ol>
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<p class="Help-Steps" style="margin-left: 43px;"><img src="../../image/taxsetup_multirate3.gif" alt="" style="border: none;" width="480" height="108" border="0"></p>
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<p class="Help-Indent" style="font-style: italic;">Examples:</p>
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<ul class="hcp3">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Rate applies at all unit prices:  Don't select the check box</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Rate applies only if unit price exceeds $100:  Enter    <span class="hcp5"> 100.01</span>   to   <span class="hcp5"><blank></span></p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Rate applies only if unit price less than $100: Enter   <span class="hcp5"><blank></span>   to  <span class="hcp5">   99.99</span></p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Rate applies only between $100 and $300:     Enter   <span class="hcp5"> 100.00</span>   to   <span class="hcp5"> 300.00</span></p>
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</li>
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</ul>
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<ol start="5" class="hcp2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">If the rate applies only to that portion of the item price that falls within the specified range (as opposed to the entire item price), check the second check box as well.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp1">Add Another Tax Rate</span> and repeat for each rate component of the tax code.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">When all components have been defined, select <span class="hcp1">Test</span> at the bottom of the window  to enter sample prices and verify the tax rates are applied correctly.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp1">F</span><font class="hcp6">inish</font> when done, or <span class="hcp1">B</span><font class="hcp6">ack</font> to return to the previous page.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Text"><font class="hcp6">QuickBooks Tax Information</font> Use the QuickBooks Tax Info fields to map (link) this Point of Sale tax code to tax items/groups and a tax code previously set up in your QuickBooks financial software. This allows you to have your Point of Sales taxes reported in QuickBooks in the manner you choose.</p>
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<ul class="hcp3">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Each tax code component can be mapped to a separate QuickBooks tax item.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The tax code can be mapped to a QuickBooks tax code.</p>
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</li>
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</ul>
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<p class="Help-Text">If you do not make selections here, Point of Sale will automatically map each component to a QuickBooks tax item and the tax code to a QuickBooks tax code of the same name, creating them if they dont exist. <a href="basic284.htm">Learn more</a>.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text">When done configuring your taxes, be sure to <a href="../../qbpos_inventory/inven_tax_codes.htm">assign tax codes to applicable items</a> in inventory.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Main-Topic-Links"><a href="basic_tax_codecalc_snglrate.htm">Return to top</a></p>
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</body>
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</html>
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