Account taxability categories can be maintained at system and company levels. Enter Account Taxability in the global search and select Account Taxability to navigate to the Account Taxability screen at a system level. On the screen select a Country from the drop down list.
Once a country has been selected the Country Taxability Account Mapping grid will be displayed. This grid shows the account long description, account, sub account, federal taxability and social taxability categories and the last updated date / by. The grid is sorted by account then sub account, and the Federal Taxability and Social Taxability columns are the only editable columns when only the Country is selected.
When a Country and a State/Canton are selected from the drop down lists, the State/Canton Taxability column appears in the grid and is editable.
From this screen, the following fields can be used to perform certain actions:
Using the Search field, a user can find specific account information. You can type in the full or partial account Long Description, the full or partial Account, or the full or partial Sub Account into the field.
Copy From Country - use this drop down list to copy the account taxability from another country where edits have been made. The
Button and Overwrite Existing Values checkbox are related to this functionality. The Copy functionality also supports the copying of the taxability positions from state to state when taxability categories have been set a State/Canton level.
Overwrite Existing Values - the checkbox is used to copy the account taxability from another country. When this box is checked and the copy-from-country taxability is different then the copy-to-country taxability will be replaced with the copy-from-country taxability. The Copy From and the Copy button are related to this functionality.
Federal Taxability, Social Taxability and State/Canton Taxability - these are the only editable fields in the grid. This field is a drop-down-list for each account / sub account. The options in this drop-down can be customized under the Account Taxability Lookup Field on the System Lookup Maintenance screen.
It is possible to set different taxability settings at a company level. The Company Account Taxability Override screen allows company override of the taxability settings configured at the system level. To support the reporting on the different taxability levels a view called Account Taxability With Override (view) is available.
