Configuring Taxes
Overview
A tax is configured as a specified percentage amount, to add tax to an invoice.
Downstream Dependencies
Taxes can be configured for a client and inherited by a job invoice created for that client.
One or more taxes can be added to a job invoice, such that, when the invoice is priced, after the line items raised for samples and tests, surcharges and rebates, tax line items are added to the invoice that apply an additive tax as a simple percentage of the total of all line items in an invoice.
An invoice can be flagged to have no tax applied.
Process
Taxes are configured using the CCTAX—Tax application, accessed using the Invoice Setup » Taxes menu option.
Taxes returned from a search can be exported to a report. Refer to Generating Grid Reports. Available report templates are defined in the SEARCH_REPORT_CCTAX application preference.
A tax has the following properties:
- Organisation Scope flag
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Tax Code that is unique within the organisation and laboratory
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An optional Name and Description
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Tax Rate
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An optional Invoice Note, however, leaving this empty means line items associated with the tax have no invoice note
- Active flag.
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