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This option allows you to set up reasons why accounts and subscribers are exempt from a particular tax authority. Account exemptions are applied to individual accounts in account setup; subscriber exemptions are applied to subscribers in Customer Service (while entering a new start). Publications can be flagged as exempt from all taxes in publication setup (see Publication). Or, they can be flagged as exempt from certain tax authorities (see Tax Authority Publ).
Select Exempt Reason from the Taxes menu to display the Exempt Reason screen.
Click the Add icon and complete the following fields.
TAX AUTHORITY
setup
Select the tax authority for this exempt reason.
EXEMPT REASON
open (8)
Enter an exempt reason code, such as “govt” or “charity” or “exempt”.
START DATE, END DATE
date
Enter the date range during which this tax exempt reason is applicable.
DESCRIPTION
open (30)
Enter a description of this tax exempt reason.
Click OK to save the exempt reason in the database or Add Another to save the existing record and add another exempt reason.
In order for an account or subscriber to be taxed, they must deliver or subscribe to a publication that is associated with the tax authority in question. Use this option to link a publication to a certain tax authority. Or, you may declare a publication exempt from a certain tax authority.
You must cover all distribution methods in taxing. For example, if only home delivery carriers are taxed, then you would need a tax authority publication for all single copy types to show they are exempt.
Select Tax Authority Publ from the Taxes menu to display the Tax Authority Publication screen.
Click the Add icon and complete the following fields.
PRODUCT
setup
Enter the publication for which you are defining tax information.
TAX AUTHORITY
setup
Enter a tax authority that applies to this publication.
TAX TYPE
predefined
Indicate whether this is an account or subscriber tax.
DISTRIB METHOD
predefined
Indicate the distribution method for this tax record. For accounts, enter a user-defined route type, single copy type, account type, or “*” for all. For subscribers, enter mail, a user-defined route type, or “*” for all.
START DATE, END DATE
date
Enter the date range during which the tax is applicable for this product.
EXEMPT REASON
setup
COLLECTION ACCOUNT
setup
Specify the general ledger account to which subscriber and account tax dollars should be credited. If an exemption reason is entered, this field will be inactive.
MESSAGE
open (30)
If this is a subscriber tax, you may enter a message for renewals, such as “Minnesota Sales Tax Included”.
TAX CHARGE CODE
setup
TAX RATE TYPE
predefined
OVERRIDE TAX PERCENTAGE
yes/no
If this field is checked, then the Sales Tax Percent entered below will be used instead of the sales tax percent defined with the tax authority. This will allow subscriber tax rates to vary by publication.
SALES TAX PERCENT
decimal (2.4)
If you checked the Override Tax Percentage field above, enter the override tax percentage here.
REMIT ON DELIVERY
yes/no
If taxes are remitted on delivery (rather than collection) check this field. See the User Manual for more information on taxes remitted on delivery (earned taxes).
EARN TAX GL ACCT
setup
If taxes are remitted on delivery, they will initially be credited to the Collected Tax account. Then, when the Tax Liability report is run in update mode, the “earned” tax will be moved to the Earn Tax GL account defined here. If your taxes are not remitted on delivery, this field will not be open.
EXCL TRANS COST
yes/no
If the taxes on the subscription delivery cost (transportation) can be exempted for this tax authority, check this field. See the User Manual for more information on exempting the transportation cost.
Click OK to save the tax authority/publication link in the database, or Add Another to save the existing record and add another tax authority/publication link.
In Circulation, taxes are set up under a tax authority, which represents a geographical area. The tax authority can then be linked to one or more cities, counties, states, countries, and publications. Taxes are automatically applied to accounts and subscribers who are qualified. The diagram below shows the four levels at which an account or subscriber must be eligible in order to be taxed.
Select Tax Authority from the Taxes menu to display the Tax Authority screen.
Click the Add icon and complete the following fields.
TAX AUTHORITY
open (9)
Enter an ID for the tax authority. For example, enter “MN” for Minnesota sales tax.
START DATE, END DATE
date
Enter the date range during which this tax authority is valid.
DESCRIPTION
open (30)
Enter a description of this tax authority.
TAX TYPE
predefined
Indicate the type of tax (country, state, county, or city).
SALES TAX PERCENT
decimal (5)
Enter the sales tax percent.
TAX ID
open (15)
Enter your tax identification number.
ROUNDING METHOD
predefined
Indicate the rounding method for tax calculations: Always Up (round the tax up to the next cent), Always Down (round down to the next cent), or Standard (round up if the amount is .005 or above; otherwise round down).
Click OK to save the tax authority in the database or Add Another to save the existing record and add another tax authority.
This option allows you to set up taxes at the country level. Before setting up a country tax, you must set up at tax authority with a tax type of “country” (see Tax Authority).
Select Country Tax Auth from the Taxes menu to display the Country Tax Authority screen.
Click the Add icon and complete the following fields.
COUNTRY
setup
Select the country for which you are setting up the tax.
TAX AUTHORITY
setup
Select the tax authority for this tax.
START DATE, END DATE
date
Enter the date range during which this tax may be used.
Click OK to save the country tax authority in the database or Add Another to save the existing record and add another country tax authority.
Use this option to set up a state-wide tax, using a tax authority previously set up with a tax type of “state” (see Tax Authority).
Note: Only one State Tax Authority per state should be set up.
Select State Tax Authority from the Taxes menu to display the State Tax Authority screen.
Click the Add icon and complete the following fields.
COUNTRY
setup
Select the country in which this state is located.
STATE
setup
Select the state for which you are setting up the tax.
TAX AUTHORITY
setup
Select the tax authority for this tax.
START DATE, END DATE
date
Enter the date range during which this tax can be used.
Click OK to save the state tax authority in the database or Add Another to save the existing record and add another state tax authority.
The smallest area you can tax in is the city. This option allows you to set up city taxes, using a previously defined tax authority with a tax type of “city” (see ).
Select City Tax Authority from the Taxes menu to display the City Tax Authority screen.
Click the Add icon and complete the following fields.
Click OK to save the city tax authority in the database or Add Another to save the existing record and add another city tax authority.
If this product and distribution method are exempt from this tax authority, enter the tax exempt reason code (see ). For example, a religious newspaper may be exempt from taxes.
If this is an account tax (as indicated in Tax Type), enter the charge code. Charge codes must have previously been defined (see for details).
This field is active only if TAX TYPE is “account”. Some states discriminate between taxing the wholesale or retail cost of the publication. Indicate whether the account wholesale or retail rate is taxable. Retail and wholesale rates must have previously been defined. See for details.
This section guides the user through the menu options that are available under the Taxes menu.
COUNTRY
setup
Select the country in which this city is located.
STATE
setup
Select the state in which this city is located.
COUNTY
setup
Select the county in which this city is located.
CITY
setup
Select the city for which you are setting up a tax.
TAX AUTHORITY
setup
Select the tax authority for this tax.
START DATE, END DATE
date
Enter the date range during which this tax can be used.
Use this option to set up taxes at the county level, using a tax authority previously set up with a tax type of “county” (see Tax Authority).
Select County Tax Authority from the Taxes menu to display the County Tax Authority screen.
Click the Add icon and complete the following fields.
COUNTRY
setup
Select the country in which this county is located.
STATE
setup
Select the state in which this county is located.
COUNTY
setup
Select the county for which you are setting up this tax.
TAX AUTHORITY
setup
Select the tax authority for this tax.
START DATE, END DATE
date
Enter the date range during which this tax can be used.
Click OK to save the county tax authority in the database or Add Another to save the existing record and add another county tax authority.
Note: This menu option is not available in the Cloud environment.
The Business Activity Statement (BAS) is a form submitted to the Australian Taxation Office to report tax obligations. The BAS Reconciliation report is helpful in completing this report. It exports charge records that are associated with BAS categories. It is run weekly to calculate taxes associated with agent activity and compared to the actual tax. Use this option to create the BAS categories.
Select BAS Category from the Taxes menu to display the BAS Category screen.
Click the Add icon and complete the following fields.
Click OK to save the BAS category in the database or Add Another to save the existing record and add another category.
Use this option to define tax authority exemptions. For example, Canadian harmonized sales tax, which is a combination of country and provincial taxes, is defined as a “state” tax. Since country taxes are included in the “state” tax, subscribers and accounts should be exempt from all country taxes.
Note: Before using this option, the tax authority itself must be defined in Setup | Accounting | Taxes | Tax Authority.
In character Circulation, select Setup | Accounting | Taxes | Tax Authority Exempt to display the Tax Authority Exempt Setup screen.
Select Add and complete the following fields.
Select Accept.
CATEGORY
open (8)
Enter a name for this BAS category.
DESCRIPTION
open (30)
Enter a description of the BAS category.
INCLUDE FOR RCTI
yes/no
Indicate whether this category should be included for RCTI (recipient-created tax invoice). When the BAS Reconciliation report is run, charges will be exported for agents only if the BAS category of the charge is included for RCTI.
CITY TAX AUTHORITY COUNTY TAX AUTHORITY STATE TAX AUTHORITY COUNTRY TAX AUTHORITY
setup
Define the combination of tax authorities for which exemptions will be entered. For example, if you wanted subscribers and accounts to be exempt from all other tax authorities besides the state when state taxes are being charged, you would enter the name of the tax authority in the STATE TAX AUTHORITY field and “*” in all the other fields.
START DATE END DATE
date
Enter the date range during which this exemption can be used.
CITY EXEMPT REASON COUNTY EXEMPT REASON STATE EXEMPT REASON COUNTRY EXEMPT REASON
setup
Enter an exempt reason code for the tax authority for which customers will be exempt. In the example, HST is defined as exempt from any “Country” tax. Note: The exempt reason must be valid for whatever value is entered in the corresponding TAX AUTHORITY field. In the example, the “any” exempt reason must be valid for the country tax authority of “*”.
