Trying to understand how TAXES should be setup

Nov 29, 2005 3 Replies

I am trying to understand how Taxes are supposed to be setup in RMS. We have



4 store locations. Here is what I understand so far:


  1. Under Database > Sales Taxes create a sales tax code for each store location with an appropriate tax rate.



  1. Under Database > Item Taxes we create a code for each store to be used by Items. This code is linked to the Sales Tax code.
  2. Under each item properties we click the ?Store Tax? tab and make associations between each store and its Item Tax code.
  3. Run Worksheet Style 320 to update all the stores with the new tax info.

Part of the reason I'm confused is that the New Item Wizard only has one place to select the item Tax. After the item is created I have to re-open the new item then go to the ?Store Tax? tab and re-assign tax codes to each store. If I don?t the taxes won?t work for the new item because the system takes the selected tax code from the New Item Wizard and assigns it universally to all store?s under the ?Store Tax? tab.



I have an item tax code created called ?TAXABLE.? Should I assign all items in HQ to the ?TAXABLE? code, then at the store level assign TAXABLE to the appropriate sales tax code? In store operations for a given store location I could go to Database > Item Taxes under Store Operations Manager, then open the TAXABLE code properties and choose the local sales tax code.



My concern is that if I set taxes up this way HQ could overwrite the local TAXABLE modification with its stored Item Tax Codes, which would break the stores taxes.



I?d like to understand how the system is designed to work. Am I supposed to make individual assignments for each item under its ?Store Tax? tab for every store? This will become tedious once we have more than 10 stores. Every time I create a new item I?ll need to make 10+ tax assignments. On the flip side, If I were to assign TAXABLE to all items, how do I set it up so someone doesn?t accidentally over-write the locally stored Item Tax values for the TAXABLE code with those stored on HQ, since the TAXABLE tax value would be different on every store operations system than the value stored in HQ?



Thanks.



Hi J Wray:

I believe you are correct in your steps 1-4. However, on step 4 you may need to create/run Worksheet 320 per store. This will allow you to change/set tax for all or group of items. How? At the end of your worksheet wizard just before you click approve button, go to contents tab, set the tax of your first record. With your mouse, press right click and select "copy". Move your selection to second record, press right click and choose "paste to all rows". You can now approve the worksheet when you are done. Follow these steps for the rest of the other stores with the corresponding tax code.

When you use New Item Wizard, you may want to consider to leave the the tax field blank or . By doing the steps I suggested earlier, It will also update the store tax tab of item properties. You do not need to go thru each of the item to change the tax code.

You are correct, it is not advisable to give the rights to change tax code at store level. I hope I have answered your questions.

Regards, Francis

Thanks for the reply. My concern with continuing to use the 320 worksheet method is that this process will grow as we add new stores. I thought there would be a solution that doesn't require much extra work.

What if I set every item to a tax rate called "Taxable" then changed the tax rate for that value at the store level? Is this comm> Hi J Wray:

Whether your stores have different sales taxes or the same rate, our AutoGen add-in will automate sales tax assignment for new items created in HQ. Info:

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the last checkbox on the Item Lookup Setup tab. Greg Digital Retail Solutions

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