Sales Tax
This user is able to configure System Settings.
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Accessed via: > System Settings
Note: This help is applicable for all editions of Zetadocs expenses. Where features are only available they are marked according to the table below.
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1 - This option is only available in the Essentials and Plus editions.
2 - This option is only available in the Plus edition.
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Manage sales tax rates from this screen.
Creating and Managing
Create new Sales Tax Rates using the Add New Rate button.
oManage Sales Tax Rates via the icon located to the right of the list.
Details
Setting
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Details
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Name
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The unique name given to the sales tax rate. Note: this would normally include the % rate for ease of identification.
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Display Name
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The name of the sales tax rate as it is to be displayed to the submitter in the mobile app.
Note: This would normally include the % rate for ease of identification.
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Standard Rate (%)
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The % rate applied to the sales tax rate. This rate must match the rate in your ERP system.
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Export Type
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Tax Posting Group – Automatically sets the relevant sales tax export code fields based on the {Database Type} selected on the Master company (see Companies for more details).
Tax Area Code – Displayed on US/CA systems to set the appropriate area code – e.g. ATLANTA, GA.
Tax Group Code – Displayed on US/CA systems to set the appropriate group code – e.g. NONTAXABLE.
VAT Business Posting Group - Displayed on non-US/CA systems to set the appropriate Business Posting Group code – e.g. DOMESTIC.
VAT Product Posting Group - Displayed on non-US/CA systems to set the appropriate Product Posting Group code – e.g. STANDARD and ZERO.
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Standard Rate VAT Business Posting Group
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This needs to match the Standard Rate VAT Business Posting Group (or similar) in your ERP system i.e. DOMESTIC
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Standard Rate VAT Product Posting Group
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This needs to match the Standard Rate VAT Product Posting Group (or similar) in your ERP system i.e. STANDARD
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Zero Rate VAT Business Posting Group
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This needs to match the Zero Rate Business Posting Group (or similar) in your ERP system i.e. DOMESTIC
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Zero Rate VAT Product Posting Group
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This needs to match the Zero Rate Business Posting Group (or similar) in your ERP system i.e. ZERO
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Default
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Defines if this is the default tax rate in your system.
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Notes
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Additional notes relating to the sales tax code can be entered here. These notes will not be visible anywhere else in the system.
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Enabling / Disabling
oBy default, any disabled sales tax rates are hidden from the list. This ensures the list remains 'current'. However, you can include these in the list by placing a tick in the Include Disabled Sales Tax Rates check box..
oSales Tax Rates can be disabled via the Enable / Disable toggle.
Changing the Display Order
Note: The default sales tax rate cannot be disabled..
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oSales Tax Rates can also be promoted / demoted in the list by dragging the icon located to the left of the sales tax rate.
oUse the Save button to save the list order. This order is then used in all Sales Tax Rate drop down selectors.