Each Sales Tax Rate record stores a tax rate that may be applied to an order, depending on how the order's characteristics match the values specified. See Managing the Sales Tax Infrastructure for information on how Aptify selects an applicable Sales Tax Rate and calculates sales tax.

Attachments Tab

The Attachments tab lists any files relevant to the Sales Tax Rate record. This tab becomes available when the record is first saved.

Accounting Tab

Liability Recognition

Select from Cash or Accrual method. With the Accrual method, the sales tax liability is recognized at the time the order is shipped. In other words, the system credits Sales Tax Payable account at the order level. When set to Accrual, the General Ledger (GL) Payable and GL Receivable accounts must be specified. These fields display the GL accounts as configured in the GL Accounts service.

With the Cash method, the sales tax liability is recognized at the time payment is received. In other words, the system credits the Sales Tax Payable account at the payment level. In the Orders record, the system credits the sales tax amount to the Unearned Revenue account, which is then reversed in the GL entries in the Payments record. Therefore, when set to Cash, the GL Payable, GL Receivable, and GL Unearned accounts must be specified.

GL Payable Account

This field specifies the GL account that will be credited on an order to record an organization's sales tax liabilities. This field displays the GL accounts as configured in the GL Accounts service. Note that this field is required when Liability Recognition is set to Accrual.

GL Unearned Account

This field is only applicable and required when Liability Recognition is set to Cash. This field specifies an Unearned Revenue account that the system credits at the order level and debits at the payment level.

GL Receivable Account

The GL Receivable Account specifies the Accounts Receivable (A/R) account to use for this sales rate. Aptify debits the A/R account in the amount of the tax at the order level and credits the A/R account at the payment level.

Comments Tab

The Comments tab contains any comments relevant to the Sales Tax Rate record.

General Tab

Name

The name of the Sales Tax Rate record.

Display Name

The display name of the Sales Tax Rate record.

Tax Jurisdiction

The name of the jurisdiction that charges this sales tax rate.

Rank

The rank for the sales tax rate. The order entry system creates a list of the sales tax rates that apply to a particular order based on the jurisdiction. It processes these rates beginning with the lowest ranked rate and continues through rank order.

Stop Accumulation for Tax Jurisdiction

Select this option if this is the only rate that you want to apply to an order when it matches. When this option is selected, Aptify stops evaluating any other Sales Tax Rates records that may also be applicable for this order within the same jurisdiction.

If an organization has added multiple Sales Tax Rates per jurisdiction, Aptify will evaluate the set of rates for that jurisdiction in rank order. If the Stop Accumulation for Tax Jurisdiction option is cleared for any Sales Tax Rate records in a particular jurisdiction, Aptify will apply all matching rates for that jurisdiction to the order line. However, when the Stop Accumulation for Tax Jurisdiction option is selected, Aptify ignores any remaining rates for that jurisdiction once it has applied this record's rate to the order line.

This option is applicable for situations where a tax jurisdiction charges one rate for food and one rate for all other taxable goods. By using this option in conjunction with Rank, you can determine how the system applies a single rate (from among several matching rates) to an order line. See the discussion in Specifying Order Lines Filter Rules for an example of how this option is intended to be used. If a jurisdiction has only one applicable rate, this option's setting has no impact on the sales tax calculation.

Rate

The tax rate the jurisdiction charges.

Override Parent Tax Rates

Select this option to ignore any sales tax rates for the specified jurisdiction's parents.

Include Parent Taxes in Calculation

Select this option to calculate tax on any sales tax amount already calculated at the parent level. This option is only applicable when the Override Parent Tax Rates option is cleared.

Tax on Shipping

Select this option to include tax on shipping charges.

Tax on Handling

Select this option to include tax on handling charges.

Start Date

Specifies the start date for when this rate should be applied to orders.

End Date

Specifies the end date when this rate should no longer be applied to orders.

Active

Indicates whether the sales tax rate is currently active.

Order Lines Filter Rule Tab

Apply Order Lines Filter Rule

Select this option to enable filter rules for the Sales Tax Rate record based on an order or order line's criteria. If you create filter rules, the sales tax rate applies only to orders that match the conditions you specify. See Specifying Order Lines Filter Rules for more information on specifying order line filter rules.

Order Shipments Filter Rule Tab

Apply Order Shipments Filter Rule

Select this option to enable filter rules at the order shipment level if a particular tax rate only applies to an order's shipping charges under certain conditions. See Specifying Order Shipments Filter Rules for more information on order shipment filter rules.