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PROVINCIAL TAX
Function Select
RF348S01 - Function Select
WILLIAMS COMMON FEATURES 3/18/93
DSP01 REFERENCE FILE CATEGORY 348 FUNCTION SELECT
Category Name PROVINCIAL TAX
TAX CODE(4A)/COMMODITY(2A)
Category Key ONT0
XXXXXX
Request Code 4
1 - Add
2 - Change
3 - Delete
4 - Inquire
F2=Command F3=Exit F7=End Category F8=Display List
F9=Inquiry
The Provincial Tax category defines valid provincial sales tax (PST) codes and tax commodity codes. The system associates each unique key (PST code and commodity code) you enter on this screen with a tax rate and future tax rate. The system also identifies a future effectivity date, a tax commodity description, and taxable, recoverable, and compounded flags.
You must first set up a generic PST record with a PST code and a blank commodity code to set up rate, compoundability, taxability, etc. for each province. The PST code and commodity code can also be combined to define taxability of commodity codes. The following table illustrates the combination of PST code and commodity code used to define taxability:
Type of Code PST Code Comm Code
Generic PST X X
At least one of these records must be created to set up rate, compoundability, taxability, etc for each province.
Generic Commodity X
Optional. These codes override the PST when a specific commodity is not taxable across all provinces.
Specific Commodity X X
Optional. These codes override the PST (determined by the PST code prefix) when a specific commodity is not taxable in a specific province.
The system uses information from this category in Accounts Receivable and Payable, Order Processing, and Purchasing.
PROVINCIAL SALES TAX CODE
Optional. Enter this code in positions 1-4. You should set up a PST code for each province with current and future tax rates and corresponding processing flags.
COMMODITY CODE
Optional. Enter this code in positions 5-6. If you enter this code, it must exist in Reference File category 425.
Detail
RF348S02 - Detail
WILLIAMS COMMON FEATURES 3/18/93
DSP01 REFERENCE FILE CATEGORY 348 INQUIRE
Category Name PROVINCIAL TAX
TAX CODE(4A)/COMMODITY(2A)
Category Key ONT0
TAX CODE PST TAX RATE FUTURE RATE FUTURE EFFECTIVITY DATE
Data ONT0 30000 40000 010198
XXXX DDDDD DDDDD MMDDYY
TAX COMMODITY
Data PROVINCIAL TAX
TTTTTTTTTTTTTTTTTTTTTTTT
PST TAXABLE PST RECOVERABLE PST COMPOUNDED ON GST
Data Y N N
Y Y Y
F2=Command F3=Exit F9=Inquiry F10=Function Select
This screen requires you to input current and future PST rates along with a future effectivity date. MAC-PAC applies the current PST rate until the future effectivity date is reached, at which point the system uses the future rate.
You must enter flags determining if the PST is taxable, recoverable, and compounded on the Goods and Services Tax (GST). The system uses the first flag, PST Taxable, in Order Processing to determine the default values for the Apply PST Y/N field. The system uses the PST Recoverable flag in Accounts Receivable to determine whether or not the PST is recoverable when an item must be written off. The system uses the final flag, PST Compounded on GST, in Order Processing and Purchasing when PST is calculated. If you set the flag to 'Y' (yes), the system calculates PST on the total amount after GST is added.
The select screen for Reference File category 348 allows you to enter a generic PST code (PST code and blank commodity code), generic commodity code (blank PST code and commodity code), or specific commodity code (both PST code and commodity code). Certain fields on this screen only apply to records created with a generic PST code.
TAX CODE
Optional. Enter the Provincial Sales Tax code here.
PST TAX RATE
Required. (For generic PST code records only.) Contains a Provincial Sales Tax (PST) rate that the system multiplies by an order line amount to calculate the amount of Provincial Tax due (eg. 08000 = 8%). The system uses this rate if the tax point date of the order line is not after the future effectivity date.
FUTURE RATE
Required. (For generic PST code records only.) This field is used the same way as the current PST rate. However, the system uses this rate if the tax point date of the order line is after the future effectivity date (eg. 25000 = 25%).
FUTURE EFFECTIVITY DATE
Required. (For generic PST code records only.) The date after which the future PST rate takes effect. The system uses the future rate to calculate the amount of Provincial Tax due for any order lines with a tax point date after this date. The date entered must be a valid date.
TAX COMMODITY
Optional. Use this field to describe the commodity type.
PST TAXABLE FLAG
Required. Denotes whether the system applies PST to this tax/commodity pair in the Order Processing module. Valid values are 'Y' (yes) and 'N' (no).
PST RECOVERABLE FLAG
Required. (For generic PST code records only.) This flag denotes whether the system recovers the PST charges when a write-off correction is processed. Valid values are 'Y' (yes) and 'N' (no).
PST COMPOUNDED ON GST FLAG
Required. (For generic PST code records only.) This flag denotes whether the system calculates the PST on the amount before or after it applies the GST. Valid values are 'Y' (yes) and 'N' (no).