Create Databases -> Customer -> Setting Up Tax Information

Setting Up Tax Information

Before you can go live, you need to set up taxing for your customers. To do this, you first set some global parameters for your company. Next you create tax districts to cover the sales tax rates you need to charge your customers. Finally, you assign the appropriate tax district to each customer. We explain how to do this, and we also show you a way to assign a tax district to groups of customers, so you don't have to set each one individually.

• Global parameters
• Creating tax districts
• Specifying tax information for customers

Global Parameters

A parameter is a setting you use to customize eNsite, tailoring it to your specific needs. Some parameters are called global parameters; these affect the system as a whole, not just one particular application. There are hundreds of parameters included with eNsite, but fortunately Silver Plus presets them for you. You choose many parameter settings in your Customer Survey. We ship eNsite with the remaining parameters set so that they work well for most dealers.

We call the company name and address you enter in your Customer Survey your company logo. This logo prints on invoices, statements, and reports. Your company logo is preset in the global parameters of your system.

The following are also preset for you:

• Your company's federal tax number.
  

• Your company's state tax number, if applicable.

Canadian tax setup is beyond the scope of this website. If you do business in Canada, please call your Silver Plus representative for assistance in setting up taxing.

• Fractions of less than 1/2 cent are rounded down; fractions of 1/2 cent or more are rounded up.
  

• Subtotal the order first, then calculate the tax. A few states require that you calculate tax by line; check with your accountant.
  

We do not set your tax to calculate by line. Calculating tax by line inflates your gross profit margins. The margins are calculated on the subtotal, and if the tax calculates for each line, then the tax becomes part of the subtotal.

Creating Tax Districts

You create tax districts to handle all of the sales tax you must collect. You also need to create tax districts for non-taxable customers.

To learn about tax districts and how you create them, please read the following topics in your online help:

• About Tax Districts
• Adding a Single Tax District
• Adding a Combined Tax District

Specifying Tax Information for Customers

After you create all the tax districts you need, you must do two things:

• Indicate whether each customer is taxable
• Assign the appropriate tax district to each customer.

To specify tax information for a customer, follow these steps:

You can specify tax information when you create a customer, or add this information to an existing customer; the steps are the same. (To learn how to create a customer, click here.)

1. If you're changing an existing customer, retrieve the appropriate customer. (For instructions, click here.)
   
   
2. Click the Order Entry tab. The two boxes you use for tax information are Taxable and District, as shown here.

3. In Taxable, type the appropriate code:
   

   Y	Yes, this customer's purchases are taxable.
   N	No, this customer's purchases are not taxable.

   
   
4. In District, specify the tax district for this customer. You can do this in two ways:
   

• Type the district number.
• Click the button to display the Tax District dialog box, which displays a list of the districts you created.
  
  Scroll through the list of tax districts, and highlight the correct district by clicking it.
  
  Click OK.

5. Save your changes by clicking the button.