About Tiered Taxing
Before making changes to the (AT) screen, ECi recommends that you print a hard copy of your current tax districts. (You access the (AT) screen through TBL Client.)
In the (AT) screen, set up the following tax districts:
State tax districts
Lower level cap ($1600 and below)
Upper level cap ($1600 to $3200)
Nested combined tax.
In the (AT) screen, you specify that you are setting up a tiered tax district by entering the new [T] option in the LU field. (The LU field defines the tax type, combined or applied, for example.) The [T] option lets the system know that the previous tax district in the combined list is the lower range of the tax cap.
Nested combined tax districts allow you to create a combined tax district, comprised of more than three tax districts. For example, if you have a state tax, county tax, city tax, and an additional tax district, you can set up nested combined tax districts to allow for the fourth tax district.
Another example would be a tiered tax structure with more than two levels. In either case, you first set up the individual tax districts, assigning the last two to a combined tax district. Then you assign the first two tax districts and the combined tax district to another combined tax district that is assigned to the customer.
Click here for an example of tiered taxing.
For instructions on using the (AT) screen, go to the Setting Up Tiered Taxing in the (AT) Screen.
You must also set up the (LØ) screen by entering a Y in the Calculate Tax By Line field.
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