Tax Groups
This screen allows you to maintain Tax Groups. Within Ostendo:
- Customers and Suppliers are given a Tax Group.
- Items, Descriptors and Labour Codes are also given a Tax Group.
- The combination of the Customer or Supplier’s Tax Group and the Item, Descriptor or Labour Code’s Tax Group is linked to a Tax Code that provides a Tax Rate.
This table enables you to define the Tax Groups.
Entry and Display fields
Group: Enter the Tax Group (Example Taxable, Overseas, etc). Duplicates not allowed.
Description: Enter a short description of the Tax Group. No checks are made on this entry
Data Display Options
Field Position: On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Buttons
Close: This will close the Tax Group screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a new Tax Group.
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.
Delete: This removes the current highlighted Tax Group.
Set Default:
- Sales Default:Highlight a Tax Group and click on this button. Select ‘Sales’ from the drop-down. This Tax Group will prefill the screen when creating a new Customer but can be amended in that screen if required.
- Purchase Default:Highlight a Tax Group and click on this button. Select ‘Purchasing’ from the drop-down. This Tax Group will prefill the screen when creating a new Supplier but can be amended in that screen if required.