Tax Matrix

This screen allows you to maintain Tax Matrices. 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 date-effective Tax Code to determine a Tax Rate.

This table enables you to define this relationship.

Entry and Display fields

Customer/Supplier Tax Group: From the drop-down list select the Tax Group that applies to Customers and/or Suppliers.

Items/Descriptor Tax Group: From the drop-down list select the Tax Group that applies to Items, Descriptors or Labour Codes.

Tax Code: From the drop-down list select the Tax Code that will apply to this relationship

Effective From: From the drop-down calendar identify the date from which this Tax Rate will become effective.

To determine which Tax Code to use Ostendo will extract the Customer/Supplier Tax Group and the Item/Descriptor Tax Group and - for the date entered - extract the effective Tax Code

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 Matrix 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 Matrix.

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 Matrix.