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commit fad7ad0272690940695ee1f2ac00fee4d8ab7c54 Author: holivier <[email protected]> AuthorDate: Thu Feb 13 13:55:09 2020 +0100 Documented: Tax-AUthorities Docbook files migration to asciidoc format (OFBIZ-10291) All the help files associated to it are called via include in the main document --- .../helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml | 35 ------- .../HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml | 81 --------------- .../HELP_ACCOUNTING_EditTaxAuthorityCategories.xml | 62 ------------ .../HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml | 92 ----------------- .../HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml | 32 ------ ...ELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml | 109 --------------------- .../helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml | 106 -------------------- .../HELP_ACCOUNTING_ListTaxAuthorityParties.xml | 87 ---------------- .../helpdata/HELP_ACCOUNTING_tax_authorities.xml | 56 ----------- .../asciidoc/_include/HELP_EditTaxAuthority.adoc | 31 ++++++ .../_include/HELP_EditTaxAuthorityAssocs.adoc | 42 ++++++++ .../_include/HELP_EditTaxAuthorityCategories.adoc | 40 ++++++++ .../_include/HELP_EditTaxAuthorityGlAccounts.adoc | 51 ++++++++++ .../_include/HELP_EditTaxAuthorityPartyInfo.adoc | 27 +++++ .../HELP_EditTaxAuthorityRateProducts.adoc | 57 +++++++++++ .../asciidoc/_include/HELP_FindTaxAuthority.adoc | 62 ++++++++++++ .../_include/HELP_ListTaxAuthorityParties.adoc | 49 +++++++++ .../asciidoc/_include/acc-tax-authorities.adoc | 55 +++++++++++ .../accounting/src/docs/asciidoc/accounting.adoc | 2 + 19 files changed, 416 insertions(+), 660 deletions(-) diff --git a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml b/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml deleted file mode 100644 index 558b67a..0000000 --- a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthority.xml +++ /dev/null @@ -1,35 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one -or more contributor license agreements. See the NOTICE file -distributed with this work for additional information -regarding copyright ownership. The ASF licenses this file -to you under the Apache License, Version 2.0 (the -"License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at - -http://www.apache.org/licenses/LICENSE-2.0 - -Unless required by applicable law or agreed to in writing, -software distributed under the License is distributed on an -"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY -KIND, either express or implied. See the License for the -specific language governing permissions and limitations -under the License. ---> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"; version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink"; - xmlns:xi="http://www.w3.org/2001/XInclude"; - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook";> - <title>The Edit Tax Authority screen.</title> - <para>The 'Edit Tax Authority' sub menu is the first of six sub menus used in the creation or update of a Tax Authority. On the creation or update of a Tax Authority it is the default screen that is displayed.</para> - <para>It can be used for updating the basic details of a Tax Authority such as:</para> - <orderedlist> - <listitem><para>Changing whether a tax id or code is required for an exemption</para></listitem> - <listitem><para>Modifying the tax id or code format</para></listitem> - <listitem><para>Updating where or not to include the tax calculation as part of the product price</para></listitem> - </orderedlist> - <para>NOTE: An example of the Tax Id is as follows:</para> - <para>\d{2}\-\d{7}|\d{3}\-\d{2}\-\d{4} which translates to 99-9999999 or 999-99-9999</para> -</section> diff --git a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml b/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml deleted file mode 100644 index 0eea0ff..0000000 --- a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml +++ /dev/null @@ -1,81 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one or more -contributor license agreements. See the NOTICE file distributed with -this work for additional information regarding copyright ownership. -The ASF licenses this file to you under the Apache License, Version -2.0 (the "License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at -http://www.apache.org/licenses/LICENSE-2.0 Unless required by -applicable law or agreed to in writing, software distributed under the -License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR -CONDITIONS OF ANY KIND, either express or implied. See the License for -the specific language governing permissions and limitations under the -License. ---> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"; - version="5.0" xmlns:xl="http://www.w3.org/1999/xlink"; xmlns:xi="http://www.w3.org/2001/XInclude"; - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook";> - <title>The Edit Tax Authority Associations screen.</title> - <para>An association is a way of specifying how tax authorities can be - linked to each other.</para> - <para>It can be used in the situation where the tax structure is - hierarchical (eg city tax, plus county tax plus state tax).</para> - <para>Using associations allows tax rates from multiple authorities to - be applied to a particular order at once.</para> - <section> - <title>How do I add a new association for a Tax Authority?</title> - <orderedlist> - <listitem> - <para>Enter or use the lookup to find the 'To Tax Auth Geo Id' - </para> - </listitem> - <listitem> - <para>Enter of use the lookup to find the 'To Tax Auth Party Id' - </para> - </listitem> - <listitem> - <para>Leave the 'From Date' blank (NOTE: It will default to the - current date and time</para> - </listitem> - <listitem> - <para>Leave the 'Thru Date' blank</para> - </listitem> - <listitem> - <para>Select the 'Type' from the dropdown or leave blank</para> - </listitem> - <listitem> - <para>Press the 'Add' button</para> - </listitem> - <listitem> - <para>The new tax authority association is displayed at the bottom - of the screen.</para> - </listitem> - </orderedlist> - </section> - <section> - <title>How do I update an association for a Tax Authority?</title> - <orderedlist> - <listitem> - <para>Only two fields are available for update, these are the 'Thru - Date' and 'Type'</para> - </listitem> - <listitem> - <para>Enter the changes required</para> - </listitem> - <listitem> - <para>Press the 'Update' button next to the entry updated</para> - </listitem> - </orderedlist> - </section> - <section> - <title>How do I remove an association for a Tax Authority?</title> - <orderedlist> - <listitem> - <para>Press the 'Delete' button next to the entry that needs to be - deleted</para> - </listitem> - </orderedlist> - </section> -</section> diff --git a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml b/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml deleted file mode 100644 index 8df8b02..0000000 --- a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityCategories.xml +++ /dev/null @@ -1,62 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one or more -contributor license agreements. See the NOTICE file distributed with -this work for additional information regarding copyright ownership. -The ASF licenses this file to you under the Apache License, Version -2.0 (the "License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at -http://www.apache.org/licenses/LICENSE-2.0 Unless required by -applicable law or agreed to in writing, software distributed under the -License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR -CONDITIONS OF ANY KIND, either express or implied. See the License for -the specific language governing permissions and limitations under the -License. ---> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"; - version="5.0" xmlns:xl="http://www.w3.org/1999/xlink"; xmlns:xi="http://www.w3.org/2001/XInclude"; - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook";> - <title>The Edit Tax Authority Categories screen.</title> - <para>The Tax Authority Categories sub menu screen allows you link a - tax authority to a specific catalog or product category.</para> - <para>It can be used to add product categories to a tax authority. This - means that all products in this category will be taxed at the rate - specified for the tax authority.</para> - <para>An example of this could be separating products into categories - for export to different countries. A separate tax authority will be - associated with each category so that the specific tax rate for each - of them will be applied.</para> - <section> - <title>How do I add a new Tax Authority / Category mapping?</title> - <orderedlist> - <listitem> - <para>Enter or Lookup the 'Category Id' to be mapped</para> - </listitem> - <listitem> - <para>Press the 'Add' button</para> - </listitem> - <listitem> - <para>The new mapping will be displayed at the bottom of the screen - </para> - </listitem> - </orderedlist> - </section> - <section> - <title>How do I update a Tax Authority / Category mapping?</title> - <para>A Tax Authority / Category mapping cannot be updated. If it - needs to be changed then the entry must be deleted and then - re-entered.</para> - </section> - <section> - <title>How do I remove a Tax Authority / Category mapping?</title> - <orderedlist> - <listitem> - <para>Locate the entry that needs to be removed</para> - </listitem> - <listitem> - <para>Press the 'Delete' button next to the entry </para> - </listitem> - </orderedlist> - </section> -</section> diff --git a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml b/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml deleted file mode 100644 index 5a6c8e3..0000000 --- a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml +++ /dev/null @@ -1,92 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one or more -contributor license agreements. See the NOTICE file distributed with -this work for additional information regarding copyright ownership. -The ASF licenses this file to you under the Apache License, Version -2.0 (the "License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at -http://www.apache.org/licenses/LICENSE-2.0 Unless required by -applicable law or agreed to in writing, software distributed under the -License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR -CONDITIONS OF ANY KIND, either express or implied. See the License for -the specific language governing permissions and limitations under the -License. ---> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"; - version="5.0" xmlns:xl="http://www.w3.org/1999/xlink"; xmlns:xi="http://www.w3.org/2001/XInclude"; - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook";> - <title>The Edit Tax Authority GL Accounts screen.</title> - <para>The GL Accounts sub menu screen allows you specify which general - ledger account any tax calculated for this tax authority will be - posted. This is done at at organisation level so the minimum - requirement is that 'Company' is setup.</para> - <para>It is used to consolidate taxes for a specific tax authority into - one general ledger account. It can be very useful if you need to track - taxes for several tax authorities (eg different states or countries). - </para> - <section> - <title>How do I add a new general ledger account for a Tax Authority? - </title> - <orderedlist> - <listitem> - <para>Enter or use the lookup to select the 'Organisation Party Id' - (NOTE: Normally this would be 'Company')</para> - </listitem> - <listitem> - <para>Enter or use the lookup to select the 'GL Account'</para> - </listitem> - <listitem> - <para>Press the 'Add' button</para> - </listitem> - </orderedlist> - <para>NOTE: The GL account used must have already been created in the - Global GL Settings and linked to the chart of accounts for 'Company' - </para> - </section> - <section> - <title>How do I update a general ledger account for a Tax Authority? - </title> - <orderedlist> - <listitem> - <para>The general ledger account can be updated by simply adding a - new account to replace the existing entry.</para> - </listitem> - <listitem> - <para>Enter or use the lookup to select the 'Organisation Party Id' - (NOTE: Normally this would be 'Company')</para> - </listitem> - <listitem> - <para>Enter or use the lookup to select the updated 'GL Account' - </para> - </listitem> - <listitem> - <para>Press the 'Add' button</para> - </listitem> - <listitem> - <para>The existing entry will be replaced by the updated GL Account - </para> - </listitem> - </orderedlist> - <para>NOTE: Be careful when updating a general ledger account because - some transactions may have already been posted to the existing - account.</para> - </section> - <section> - <title>How do I delete a general ledger account for a Tax Authority? - </title> - <orderedlist> - <listitem> - <para>Locate the entry required</para> - </listitem> - <listitem> - <para>Press the 'Delete' button next to the entry that needs to be - deleted</para> - </listitem> - <listitem> - <para>The entry is removed </para> - </listitem> - </orderedlist> - </section> -</section> diff --git a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml b/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml deleted file mode 100644 index 9932a94..0000000 --- a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml +++ /dev/null @@ -1,32 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one -or more contributor license agreements. See the NOTICE file -distributed with this work for additional information -regarding copyright ownership. The ASF licenses this file -to you under the Apache License, Version 2.0 (the -"License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at - -http://www.apache.org/licenses/LICENSE-2.0 - -Unless required by applicable law or agreed to in writing, -software distributed under the License is distributed on an -"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY -KIND, either express or implied. See the License for the -specific language governing permissions and limitations -under the License. ---> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"; version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink"; - xmlns:xi="http://www.w3.org/2001/XInclude"; - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook";> - <title>The Edit Tax Authority Party Info screen.</title> - <para>This screen is used to create or update details for a Tax Authority Party entry.</para> - <para>If a new entry is being created all fields are available to be entered. If an existing entry is being updated only limited fields are available to be amended.</para> - <section> - <title></title> - <para></para> - </section> -</section> diff --git a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml b/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml deleted file mode 100644 index 73261ed..0000000 --- a/applications/accounting/data/helpdata/HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml +++ /dev/null @@ -1,109 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one or more -contributor license agreements. See the NOTICE file distributed with -this work for additional information regarding copyright ownership. -The ASF licenses this file to you under the Apache License, Version -2.0 (the "License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at -http://www.apache.org/licenses/LICENSE-2.0 Unless required by -applicable law or agreed to in writing, software distributed under the -License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR -CONDITIONS OF ANY KIND, either express or implied. See the License for -the specific language governing permissions and limitations under the -License. ---> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"; - version="5.0" xmlns:xl="http://www.w3.org/1999/xlink"; xmlns:xi="http://www.w3.org/2001/XInclude"; - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook";> - <title>The Edit Tax Authority Product Rates screen.</title> - <para>This screen allows the setup of tax rates and types. The rates or - type can be assigned globally to a store (ie tax will be applied to - all products at the same rate) or category (ie limited to products in - a specific category).</para> - <para>Other parameters are available to allow the user to limit whether - the tax is to be applied to all purchases / sales or only those which - are above a certain threshold. </para> - <para>Tax associated with shipping charges or promotions can also be - configured here.</para> - <section> - <title>How do I add a new product tax rate?</title> - <orderedlist> - <listitem> - <para>Use the drop down box to select the tax 'Type' (eg Sales Tax) - </para> - </listitem> - <listitem> - <para>Use the lookup to select a 'Store Id' (or leave blank for all - Stores)</para> - </listitem> - <listitem> - <para>If a category has been setup it will be available for - selection in 'Category' field otherwise leave this blank</para> - </listitem> - <listitem> - <para>Leave 'Title Transfer' blank</para> - </listitem> - <listitem> - <para>Enter a value for the 'Minimum Price' for a product where the - tax is to be applied (NOTE: The Demo Data sets this as zero)</para> - </listitem> - <listitem> - <para>Enter a value for the 'Minimun Purchase' where the tax is to - be applied (NOTE: The Demo Data sets this as zero)</para> - </listitem> - <listitem> - <para>Use the drop down box to select whether 'Shipping Charges' - will be taxable</para> - </listitem> - <listitem> - <para>Enter the tax rate in the 'Tax Percentage' field (eg 12.5) - </para> - </listitem> - <listitem> - <para>Use the drop down box to select whether products on - 'Promotion' will be taxable</para> - </listitem> - <listitem> - <para>Leave the 'From Date' and 'Thru Date' blank</para> - </listitem> - <listitem> - <para>Enter the name of the tax in the 'Description' field (eg VAT) - as this will be displayed and printed on documents when the tax is - applied</para> - </listitem> - <listitem> - <para>Press the 'Add' button</para> - </listitem> - </orderedlist> - </section> - <section> - <title>How do I update an existing product tax rate</title> - <orderedlist> - <listitem> - <para>Select the entry that needs to be updated</para> - </listitem> - <listitem> - <para>Make the changes required</para> - </listitem> - <listitem> - <para>Press the 'Update' button next to the entry that needs to be - updated</para> - </listitem> - </orderedlist> - </section> - <section> - <title>How do I delete a product tax rate?</title> - <orderedlist> - <listitem> - <para>Press the 'Delete' button next to the entry that needs to be - removed</para> - </listitem> - </orderedlist> - <para>NOTE: The deletion of tax rates may cause audit problems - particularly if the rate has already been used as part of a - transaction. In this case it would be better to expire the old rate - using the 'Thru Date' field and then enter the new rate.</para> - </section> -</section> diff --git a/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml b/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml deleted file mode 100644 index 14084f3..0000000 --- a/applications/accounting/data/helpdata/HELP_ACCOUNTING_FindTaxAuthority.xml +++ /dev/null @@ -1,106 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one -or more contributor license agreements. See the NOTICE file -distributed with this work for additional information -regarding copyright ownership. The ASF licenses this file -to you under the Apache License, Version 2.0 (the -"License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at - -http://www.apache.org/licenses/LICENSE-2.0 - -Unless required by applicable law or agreed to in writing, -software distributed under the License is distributed on an -"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY -KIND, either express or implied. See the License for the -specific language governing permissions and limitations -under the License. ---> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"; version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink"; xmlns:xi="http://www.w3.org/2001/XInclude"; - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook";> - <title>The Find Tax Authorities screen.</title> - <para>The default screen displays a list of Tax Authorities that have been setup.</para> - <para>IMPORTANT: You will need to create a party in Party Manager for the tax authority before - you can add a new tax authority in the accounting / tax authorities screen.</para> - <para>Steps to create the party to be used for the tax authority are as follows:</para> - <para> - <orderedlist> - <listitem> - <para>Create New Party Group</para> - </listitem> - <listitem> - <para>Fill in basic details (eg name, address etc)</para> - </listitem> - <listitem> - <para>Once the party record is created then add the role of 'Tax Authority' to the - party</para> - </listitem> - </orderedlist> - </para> - <para>Only when the tax authority party record is created can you continue.</para> - <section> - <title>How do I create a new tax authority?</title> - <para>Press the 'New Tax Authority' button</para> - <para> - <orderedlist> - <listitem> - <para>Select or enter the code for the country, state or region that is - applicable for the 'Geo' field</para> - </listitem> - <listitem> - <para>Select or enter the party id of the Tax Authority party that has been - created in Party Manager</para> - </listitem> - <listitem> - <para>Leave the 'Require Tax Id for Exemption' field at its default of 'Y'(NOTE: - This triggers tax not to be charged if a valid Tax Id is found!)</para> - </listitem> - <listitem> - <para>Leave 'Tax Id Format Pattern' blank (NOTE: This specifies the format of - the Tax Id so that it can be validated)</para> - </listitem> - <listitem> - <para>Fill in the 'Include Tax in the price' - the default is 'N'. (NOTE: If - prices need to include tax such as GST or VAT in the price then change this - to 'Y')</para> - </listitem> - <listitem> - <para>Press the 'Update' button</para> - </listitem> - </orderedlist> - </para> - <para>NOTE: The above process creates the basic tax authority detail but there are further - details that can be added via the other tax authority sub menus</para> - </section> - <section> - <title>How do I update a tax authority?</title> - <para> - <orderedlist> - <listitem> - <para>Select the 'Edit' button next to the tax authority that you wish to - update</para> - </listitem> - <listitem> - <para>The 'Edit Tax Authority' screen is displayed</para> - </listitem> - <listitem> - <para>Update the details of the tax authority as required including any - submenus</para> - </listitem> - <listitem> - <para>Press the 'Update' button</para> - </listitem> - </orderedlist> - </para> - </section> - <section> - <title>How do I delete / remove a tax authority?</title> - <para>Tax authorities cannot be deleted via the Tax Authority screens. If they need to be - removed then it can be done via the Webtools and Entity Data maintenance.</para> - <para>NOTE: Be very careful removing tax authorities records unless you are completely - certain that they have not been already used for transaction calculations. </para> - </section> -</section> diff --git a/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml b/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml deleted file mode 100644 index 9ad43f7..0000000 --- a/applications/accounting/data/helpdata/HELP_ACCOUNTING_ListTaxAuthorityParties.xml +++ /dev/null @@ -1,87 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one or more -contributor license agreements. See the NOTICE file distributed with -this work for additional information regarding copyright ownership. -The ASF licenses this file to you under the Apache License, Version -2.0 (the "License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at -http://www.apache.org/licenses/LICENSE-2.0 Unless required by -applicable law or agreed to in writing, software distributed under the -License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR -CONDITIONS OF ANY KIND, either express or implied. See the License for -the specific language governing permissions and limitations under the -License. ---> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"; - version="5.0" xmlns:xl="http://www.w3.org/1999/xlink"; xmlns:xi="http://www.w3.org/2001/XInclude"; - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook";> - <title>The List Tax Authority Parties screen.</title> - <para>This screen list any parties that have been associated with a tax - authority and tax rate. To have any tax calculated for Sales Orders or - Purchase Orders then an entry must exist for 'Company'.</para> - <para>Entries can also be created, updated or deleted.</para> - <section> - <title>How do I add a new Tax Authority Party Info?</title> - <orderedlist> - <listitem> - <para>Press the 'New Tax Authority Party Info' button</para> - </listitem> - <listitem> - <para>Enter or use the lookup to select the 'Party Id'</para> - </listitem> - <listitem> - <para>Leave the 'From Date' blank (NOTE: Default will be current - date and time)</para> - </listitem> - <listitem> - <para>Leave the 'Thru Date' blank</para> - </listitem> - <listitem> - <para>Enter the 'Party Tax Id' if required (NOTE: This can be VAT or - GST number)</para> - </listitem> - <listitem> - <para>Use the drop down box to select whether the party select is - 'Tax Exempt'</para> - </listitem> - <listitem> - <para>Use the drop down box to select whether the party selected is - 'Nexus' (See note below)</para> - </listitem> - <listitem> - <para>Press the 'Create' button</para> - </listitem> - </orderedlist> - <para>NOTE: 'Nexus' is a term that refers to an agreement for between - the tax authority and potential tax payer that the tax authority can - impose the tax. This is usually for Sales Tax. If you have a Sales - Tax that is uniformly applied to a product or range of products then - the 'Nexus' field can be set to 'Y'</para> - </section> - <section> - <title>How do I update a Tax Authority Party Info?</title> - <orderedlist> - <listitem> - <para>Press the 'Edit' button next to the entry that needs to be - amended</para> - </listitem> - <listitem> - <para>Update the fields as required</para> - </listitem> - <listitem> - <para>Press the 'Update' button</para> - </listitem> - </orderedlist> - </section> - <section> - <title>How do I delete a Tax Authority Party Info?</title> - <orderedlist> - <listitem> - <para>Press the 'Delete' button next to the entry that needs to be - deleted</para> - </listitem> - </orderedlist> - </section> -</section> diff --git a/applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.xml b/applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.xml deleted file mode 100644 index 020b61c..0000000 --- a/applications/accounting/data/helpdata/HELP_ACCOUNTING_tax_authorities.xml +++ /dev/null @@ -1,56 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one or more -contributor license agreements. See the NOTICE file distributed with -this work for additional information regarding copyright ownership. -The ASF licenses this file to you under the Apache License, Version -2.0 (the "License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at -http://www.apache.org/licenses/LICENSE-2.0 Unless required by -applicable law or agreed to in writing, software distributed under the -License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR -CONDITIONS OF ANY KIND, either express or implied. See the License for -the specific language governing permissions and limitations under the -License. ---> -<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"; version="5.0" - xmlns:xl="http://www.w3.org/1999/xlink"; xmlns:xi="http://www.w3.org/2001/XInclude"; - xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook";> - <title>Tax Authorities.</title> - <para>A tax authority is legal body usually the state (country) that imposes a financial levy on - business transactions.</para> - <para>In OFBiz tax authorities are used to calculate where business or related taxes are - due.</para> - <para>Tax setup is very important as it links into the calculated price that you can charge your - customers and also flows through into any related legal documents that are generated (eg - Sales Order, Sales Invoice, Purchase Order etc).</para> - <para>Each country or region will have specific rules regarding what should or should not be - taxed. There will also be very strict regulations on how taxable transactions should be - recorded and tracked in the general ledger or chart of accounts.</para> - <para>Tax authority setup allows configuration of the following :</para> - <para> - <itemizedlist> - <listitem> - <para>Income tax</para> - </listitem> - <listitem> - <para>Value Added Tax (VAT) / Goods and Services Tax (GST)</para> - </listitem> - <listitem> - <para>Import / Export tax /Custom and Excise Duty</para> - </listitem> - <listitem> - <para>State, City or County taxes </para> - </listitem> - </itemizedlist> - </para> - <xi:include href="HELP_ACCOUNTING_FindTaxAuthority.xml"/> - <xi:include href="HELP_ACCOUNTING_EditTaxAuthority.xml"/> - <xi:include href="HELP_ACCOUNTING_EditTaxAuthorityCategories.xml"/> - <xi:include href="HELP_ACCOUNTING_EditTaxAuthorityAssocs.xml"/> - <xi:include href="HELP_ACCOUNTING_EditTaxAuthorityGlAccounts.xml"/> - <xi:include href="HELP_ACCOUNTING_EditTaxAuthorityRateProducts.xml"/> - <xi:include href="HELP_ACCOUNTING_ListTaxAuthorityParties.xml"/> - <xi:include href="HELP_ACCOUNTING_EditTaxAuthorityPartyInfo.xml"/> -</section> diff --git a/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthority.adoc b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthority.adoc new file mode 100644 index 0000000..3266e51 --- /dev/null +++ b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthority.adoc @@ -0,0 +1,31 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// + += Help for Edit Tax Authority +The 'Edit Tax Authority' sub menu is the first of six sub menus used in the creation or update of a Tax Authority. +On the creation or update of a Tax Authority it is the default screen that is displayed. + +It can be used for updating the basic details of a Tax Authority such as: + +. Changing whether a tax id or code is required for an exemption +. Modifying the tax id or code format +. Updating where or not to include the tax calculation as part of the product price + +NOTE: An example of the Tax Id is as follows: + + \d{2}\-\d{7}|\d{3}\-\d{2}\-\d{4} which translates to 99-9999999 or 999-99-9999 \ No newline at end of file diff --git a/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityAssocs.adoc b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityAssocs.adoc new file mode 100644 index 0000000..a416f82 --- /dev/null +++ b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityAssocs.adoc @@ -0,0 +1,42 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// + += Help for Edit Tax Authority Associations +An association is a way of specifying how tax authorities can be linked to each other. + +It can be used in the situation where the tax structure is hierarchical (eg city tax, plus county tax plus state tax). + +Using associations allows tax rates from multiple authorities to be applied to a particular order at once. + +== How do I add a new association for a Tax Authority? +. Enter or use the lookup to find the 'To Tax Auth Geo Id' +. Enter of use the lookup to find the 'To Tax Auth Party Id' +. Leave the 'From Date' blank (NOTE: It will default to the current date and time) +. Leave the 'Thru Date' blank +. Select the 'Type' from the dropdown or leave blank +. Press the 'Add' button +. The new tax authority association is displayed at the bottom of the screen. + +== How do I update an association for a Tax Authority? +. Only two fields are available for update, these are the 'Thru Date' and 'Type' +. Enter the changes required +. Press the 'Update' button next to the entry updated + +== How do I remove an association for a Tax Authority? +. Press the 'Delete' button next to the entry that needs to be deleted diff --git a/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityCategories.adoc b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityCategories.adoc new file mode 100644 index 0000000..137728c --- /dev/null +++ b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityCategories.adoc @@ -0,0 +1,40 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// + += Help for Edit Tax Authority Categories +The Tax Authority Categories sub menu screen allows you link a tax authority to a specific catalog or product category. + +It can be used to add product categories to a tax authority. +This means that all products in this category will be taxed at the rate specified for the tax authority. + +An example of this could be separating products into categories for export to different countries. +A separate tax authority will be associated with each category so that the specific tax rate for each of them will be applied. + +== How do I add a new Tax Authority / Category mapping? +. Enter or Lookup the 'Category Id' to be mapped +. Press the 'Add' button +. The new mapping will be displayed at the bottom of the screen + +== How do I update a Tax Authority / Category mapping? +A Tax Authority / Category mapping cannot be updated. +If it needs to be changed then the entry must be deleted and then re-entered. + +== How do I remove a Tax Authority / Category mapping? +. Locate the entry that needs to be removed +. Press the 'Delete' button next to the entry diff --git a/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityGlAccounts.adoc b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityGlAccounts.adoc new file mode 100644 index 0000000..9f509f4 --- /dev/null +++ b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityGlAccounts.adoc @@ -0,0 +1,51 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// + += Help for Edit Tax Authority GL Accounts +The GL Accounts sub menu screen allows you specify which general ledger account any tax calculated for this tax authority + will be posted. +This is done at at organisation level so the minimum requirement is that 'Company' is setup. + +It is used to consolidate taxes for a specific tax authority into one general ledger account. +It can be very useful if you need to track taxes for several tax authorities (eg different states or countries). + +== How do I add a new general ledger account for a Tax Authority? +. Enter or use the lookup to select the 'Organisation Party Id' + + (NOTE: Normally this would be 'Company') +. Enter or use the lookup to select the 'GL Account' +. Press the 'Add' button + +NOTE: The GL account used must have already been created in the Global GL Settings and linked to the chart of accounts + for 'Company' + +== How do I update a general ledger account for a Tax Authority? +. The general ledger account can be updated by simply adding a new account to replace the existing entry. +. Enter or use the lookup to select the 'Organisation Party Id' + + (NOTE: Normally this would be 'Company') +. Enter or use the lookup to select the updated 'GL Account' +. Press the 'Add' button +. The existing entry will be replaced by the updated GL Account + +NOTE: Be careful when updating a general ledger account because some transactions may have already been posted + to the existing account. + +== How do I delete a general ledger account for a Tax Authority? +. Locate the entry required +. Press the 'Delete' button next to the entry that needs to be deleted +. The entry is removed diff --git a/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityPartyInfo.adoc b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityPartyInfo.adoc new file mode 100644 index 0000000..276381f --- /dev/null +++ b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityPartyInfo.adoc @@ -0,0 +1,27 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// + += Help for Edit Tax Authority Party Info +This screen is used to create or update details for a Tax Authority Party entry. + +If a new entry is being created all fields are available to be entered. + +If an existing entry is being updated only limited fields are available to be amended. + + diff --git a/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityRateProducts.adoc b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityRateProducts.adoc new file mode 100644 index 0000000..4678cb7 --- /dev/null +++ b/applications/accounting/src/docs/asciidoc/_include/HELP_EditTaxAuthorityRateProducts.adoc @@ -0,0 +1,57 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// + += Help for Edit Tax Authority Product Rates +This screen allows the setup of tax rates and types. +The rates or type can be assigned globally to a store (ie tax will be applied to all products at the same rate) + or category (ie limited to products in a specific category). + +Other parameters are available to allow the user to limit whether the tax is to be applied to all purchases / sales or + only those which are above a certain threshold. + +Tax associated with shipping charges or promotions can also be configured here. + +== How do I add a new product tax rate? +. Use the drop down box to select the tax 'Type' (eg Sales Tax) +. Use the lookup to select a 'Store Id' (or leave blank for all Stores) +. If a category has been setup it will be available for selection in 'Category' field otherwise leave this blank +. Leave 'Title Transfer' blank +. Enter a value for the 'Minimum Price' for a product where the tax is to be applied + + (NOTE: The Demo Data sets this as zero) +. Enter a value for the 'Minimun Purchase' where the tax is to be applied + + (NOTE: The Demo Data sets this as zero) +. Use the drop down box to select whether 'Shipping Charges' will be taxable +. Enter the tax rate in the 'Tax Percentage' field (eg 12.5) +. Use the drop down box to select whether products on 'Promotion' will be taxable +. Leave the 'From Date' and 'Thru Date' blank +. Enter the name of the tax in the 'Description' field (eg VAT) as this will be displayed and printed on documents + when the tax is applied +. Press the 'Add' button + +== How do I update an existing product tax rate +. Select the entry that needs to be updated +. Make the changes required +. Press the 'Update' button next to the entry that needs to be updated + +== How do I delete a product tax rate? +. Press the 'Delete' button next to the entry that needs to be removed + +WARNING: The deletion of tax rates may cause audit problems particularly if the rate has already been used as part of + a transaction. + + In this case it would be better to expire the old rate using the 'Thru Date' field and then enter the new rate. diff --git a/applications/accounting/src/docs/asciidoc/_include/HELP_FindTaxAuthority.adoc b/applications/accounting/src/docs/asciidoc/_include/HELP_FindTaxAuthority.adoc new file mode 100644 index 0000000..2530695 --- /dev/null +++ b/applications/accounting/src/docs/asciidoc/_include/HELP_FindTaxAuthority.adoc @@ -0,0 +1,62 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// + += Help for Find Tax Authorities +The default screen displays a list of Tax Authorities that have been setup. + +IMPORTANT: You will need to create a party in Party Manager for the tax authority before you can add a new tax authority + in the accounting / tax authorities screen. + +Steps to create the party to be used for the tax authority are as follows: + +. Create New Party Group +. Fill in basic details (eg name, address etc) +. Once the party record is created then add the role of 'Tax Authority' to the party + +Only when the tax authority party record is created can you continue. + +== How do I create a new tax authority? +Press the 'New Tax Authority' button + +. Select or enter the code for the country, state or region that is applicable for the 'Geo' field +. Select or enter the party id of the Tax Authority party that has been created in Party Manager +. Leave the 'Require Tax Id for Exemption' field at its default of 'Y' + + (NOTE: This triggers tax not to be charged if a valid Tax Id is found!) +. Leave 'Tax Id Format Pattern' blank + + (NOTE: This specifies the format of the Tax Id so that it can be validated) +. Fill in the 'Include Tax in the price' - the default is 'N'. + + (NOTE: If prices need to include tax such as GST or VAT in the price then change this to 'Y') +. Press the 'Update' button + +NOTE: The above process creates the basic tax authority detail but there are further details that can be added via the other + tax authority sub menus + +== How do I update a tax authority? +. Select the 'Edit' button next to the tax authority that you wish to update +. The 'Edit Tax Authority' screen is displayed +. Update the details of the tax authority as required including any submenus +. Press the 'Update' button + +== How do I delete / remove a tax authority? +Tax authorities cannot be deleted via the Tax Authority screens. +If they need to be removed then it can be done via the Webtools and Entity Data maintenance. + +WARNING: Be very careful removing tax authorities records unless you are completely certain that they have not been already used + for transaction calculations. + \ No newline at end of file diff --git a/applications/accounting/src/docs/asciidoc/_include/HELP_ListTaxAuthorityParties.adoc b/applications/accounting/src/docs/asciidoc/_include/HELP_ListTaxAuthorityParties.adoc new file mode 100644 index 0000000..1ec30e2 --- /dev/null +++ b/applications/accounting/src/docs/asciidoc/_include/HELP_ListTaxAuthorityParties.adoc @@ -0,0 +1,49 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// + += Help for List Tax Authority Parties +This screen list any parties that have been associated with a tax authority and tax rate. +To have any tax calculated for Sales Orders or Purchase Orders then an entry must exist for 'Company'. + +Entries can also be created, updated or deleted. + +== How do I add a new Tax Authority Party Info? +. Press the 'New Tax Authority Party Info' button +. Enter or use the lookup to select the 'Party Id' +. Leave the 'From Date' blank + + (NOTE: Default will be current date and time) +. Leave the 'Thru Date' blank +. Enter the 'Party Tax Id' if required + + (NOTE: This can be VAT or GST number) +. Use the drop down box to select whether the party select is 'Tax Exempt' +. Use the drop down box to select whether the party selected is 'Nexus' (See note below) +. Press the 'Create' button + +NOTE: 'Nexus' is a term that refers to an agreement for between the tax authority and potential tax payer that + the tax authority can impose the tax. This is usually for Sales Tax. + + If you have a Sales Tax that is uniformly applied to a product or range of products then + the 'Nexus' field can be set to 'Y' + +== How do I update a Tax Authority Party Info? +. Press the 'Edit' button next to the entry that needs to be amended +. Update the fields as required +. Press the 'Update' button + +== How do I delete a Tax Authority Party Info? +. Press the 'Delete' button next to the entry that needs to be deleted diff --git a/applications/accounting/src/docs/asciidoc/_include/acc-tax-authorities.adoc b/applications/accounting/src/docs/asciidoc/_include/acc-tax-authorities.adoc new file mode 100644 index 0000000..dac59a7 --- /dev/null +++ b/applications/accounting/src/docs/asciidoc/_include/acc-tax-authorities.adoc @@ -0,0 +1,55 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// + += Tax Authorities. + +A tax authority is legal body usually the state (country) that imposes a financial levy on business transactions. + +In OFBiz tax authorities are used to calculate where business or related taxes are due. + +Tax setup is very important as it links into the calculated price that you can charge your customers and also flows + through into any related legal documents that are generated (eg Sales Order, Sales Invoice, Purchase Order etc). + +Each country or region will have specific rules regarding what should or should not be taxed. +There will also be very strict regulations on how taxable transactions should be recorded and tracked in the general ledger + or chart of accounts. + +Tax authority setup allows configuration of the following : + +* Income tax +* Value Added Tax (VAT) / Goods and Services Tax (GST) +* Import / Export tax /Custom and Excise Duty +* State, City or County taxes + +== Tax Authorities management in User Interface +include::HELP_FindTaxAuthority.adoc[leveloffset=+2] + +include::HELP_EditTaxAuthority.adoc[leveloffset=+2] + +include::HELP_EditTaxAuthorityCategories.adoc[leveloffset=+2] + +include::HELP_EditTaxAuthorityAssocs.adoc[leveloffset=+2] + +include::HELP_EditTaxAuthorityGlAccounts.adoc[leveloffset=+2] + +include::HELP_EditTaxAuthorityRateProducts.adoc[leveloffset=+2] + +include::HELP_ListTaxAuthorityParties.adoc[leveloffset=+2] + +include::HELP_EditTaxAuthorityPartyInfo.adoc[leveloffset=+2] diff --git a/applications/accounting/src/docs/asciidoc/accounting.adoc b/applications/accounting/src/docs/asciidoc/accounting.adoc index f3d3d35..4988111 100644 --- a/applications/accounting/src/docs/asciidoc/accounting.adoc +++ b/applications/accounting/src/docs/asciidoc/accounting.adoc @@ -40,4 +40,6 @@ include::_include/acc-agreements.adoc[leveloffset=+1] include::_include/acc-financial-accounts.adoc[leveloffset=+1] +include::_include/acc-tax-authorities.adoc[leveloffset=+1] + include::_include/acc-global-settings.adoc[leveloffset=+1]
