This utility can be used to copy all Tax codes into the
Revenue Posting by Tax Code window of all Service Codes in order to control where the
revenue for the Service posts, based on the first tax charged on
the invoice.
This can be useful if your firm must track the Service Revenue
according to the State or Province.
Using this utility, initially all tax codes are copied and
assigned the same G/L Revenue account defined for the Service.
The Service Revenue account for any individual tax codes can then
be changed in the Revenue Posting by Tax Code window as
required.
The prompts are:
Check this box to copy all Tax Codes included in the Tax Codes table into the Revenue Posting by Tax
Code window of Service Codes for each
service code, and assign the Revenue account defined for that
service.
Confirmation is required by the Copy All Taxes To Services
prompt below.
Check this box to proceed with the copy of all taxes for all
services.
Existing tax code records will NOT be replaced, but missing codes
will be added.
Any new tax codes be added for each service and will default to the
same G/L Revenue account that has been set for the Service.
Note: If any tax codes are added later to the Tax Codes table, this utility can be re-run or the tax code record can be added manually in the Revenue Posting by Tax Code window if required.
These records can be individually adjusted as required in Service Codes in the Revenue Posting by Tax Code window.
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