Tax Setup




The Tax Setup configuration is where you set up and organize the Tax Rates for your Enterprise, Division, or Business Unit. Taxes are specific to your state or local municipality and can also be item or service dependent.

Before you start the Tax Setup, you must first complete the Tax Authority Configuration. This identifies the authorities for which you collect for and subsequently pay the taxes, e.g. New York State, City of Dayton, County of Fairfax, Washington Township, Brooklyn Borough, Terrebonne Parish, etc.

As you configure and add Tax Rates, the Tax Rate(%) field will default to zero (0). Many states and local municipalities do not charge tax on certain types of products e.g. Alaska, Delaware, Montana, New Hampshire and Oregon do not collect a sales tax, the Commonwealth of Virginia does not collect tax on services (e.g. a greens fee at a golf course), etc. This gives you the flexibility to enter the correct percentages based on the items, products, or services available at your Location.

Tax Setup Tips

  • Most taxes will be set up at the Business Unit level.
  • If you have a larger Enterprise with multiple levels in your hierarchy, you can cluster them based on Tax Rates.
  • If you have an Enterprise or Division with Business Units in multiple municipalities you can configure the Tax Rates accordingly.
    • If you have Ten (10) Business Units in a Division and Eight (8) of them are in the same municipality with the same taxes, you can set up the Tax Rates for that entire Division. However, you MUST set up the Taxes for the remaining two (2) at the Business Unit level, which overrides the Division level Tax Rates.

Configuring Tax Rates

The first step is to add the Tax Groups and then apply them to the appropriate Enterprise, Division, or Business Unit and manage the Allocation of the taxes.

Adding a Tax Group

To Add a Tax Group:

  1. From the Launch Pad, click the System Configuration icon in the left navigation panel.
  2. In the Tax section, select Tax Setup.
  3. In the Tax Groups panel (left), click Add.
  4. Enter the Name of the Tax Group in the text box.
  5. If you would like to deactivate the Tax Group, select the Inactive check box.
  6. Select the appropriate GL Code for this Tax Group from the drop-down list.
  7. Click the Update button.
    Adding a Tax Group

Adding a Tax Rate

This is where you enter the actual Tax Rates and apply them to an Enterprise, Division, or Business Unit, and manage the Allocation of those rates.

To Add a Tax Rate:

  1. After adding the Tax Group in the left panel, click that Tax Group, then click Add in the Tax Rates for {Tax Group} section (right). Any previously added Business Units will display in this section.
  2. Select an Enterprise, Division, or Business Unit from the Apply To drop-down list.
  3. Click the Calendar icon and select a Start Date. Click Today if you would like this Tax Rate to take effect immediately (standard MosoMRM Start Date rules apply). The Update button will activate.
  4. If applicable, select an End Date in the same manner.
  5. The Tax Rate(%) field defaults to Zero (0). If you chose to leave this as the default amount, click the Update button and the Tax Rate will be applied.
  6. If you enter an amount in the Tax Rate(%) field, the Update button will deactivate and you MUST now enter a Tax Allocation.
    Adding a Tax Rate
  7. Click the Manage Tax Allocation link. The Tax Rate pop-up form displays. At this point, the Total Tax Rate field and Unallocated Rate field (red font) in the upper right corner will both be equal to the amount you previously entered in the Tax Rate(%) field.
    The Tax Rate pop-up
  8. Click Add.
  9. Select a Tax Authority from the drop-down list.
  10. Enter a percentage of the Tax Rate in the Tax Rate(%) field and click Set.
    • If the Tax Rate(%) you entered for that Tax Authority equals the Total Tax Rate, click the Continue button and the Tax Rate is added to the Business Unit.
    • If the Tax Rate(%) you entered for that Tax Authority does NOT equal the Total Tax Rate, select another Tax Authority, enter a percentage in the Tax Rate(%) field and click Set.
    • Repeat the process until the Unallocated Rate field (red font) in the upper right corner equals Zero (0) i.e. all of the Tax Rate is Allocated.
  11. Click the Continue button. You will be returned to the row editor.
    Completed Tax Rate
  12. Click the Update button to save the Tax Rate information.

Next Step?

NEXT STEP: Holidays..........Previous Step: Tax Authority Configuration

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Technical Information

Related Information


Tax Setup

Tax Authority Configuration

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