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This text refers to program version 8.4  

Operations Menu - Contract - Open Tax Matrix

This page describes the 'Open Tax Matrix' function on the Operations menu in the Contract record window. If you are using iOS or Android, the 'Open Tax Matrix' function is on the Tools menu (with 'wrench' icon).

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In some countries, Tax Templates are used instead of VAT Codes. VAT Codes should be used where each sales and purchase transaction (e.g. each row in an Invoice) is taxed at a single rate, while Tax Templates should be used where different taxes and/or several tax rates are applied to one transaction (e.g. to one row).

If you need to use Tax Templates, you should first choose the Use Tax Templates for Tax Calculation option in the Transaction Settings setting in the Nominal Ledger. This option will cause a Tax Template field ("T-Cd") to appear on flip B of the matrix on the 'Items' card of the Invoice record instead of the VAT Code field ("V-Cd").

Because a particular Tax Template can include several tax rates, it can be difficult to see at a glance how the tax figure in a Contract is calculated. When viewing a Contract, selecting 'Open Tax Matrix' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android) will cause a new window to be opened, displaying the tax calculation, as follows:

• If you place the insertion point in a Contract row, the function will display the tax calculation for that row.
  

• If you place the insertion point in a header field, the function will display the tax calculation for the Contract as a whole. This is shown in the illustration below.

Selecting this function will have no effect if you are not using Tax Templates (i.e. if you have not selected the Use Tax Templates for Tax Calculation option in the Transaction Settings setting).

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The Contract register in Standard ERP:

• Introduction
  

• Entering a Contract
  

• Printing a Contract
  

• Inspecting Contracts and Marking as OK
  

• Creating Invoices
  

• Operations menu, including:
  
  • OK
    

  • Customer Status
    

  • Open Contract Status
    

  • Update Contract Status
    

  • Open Tax Matrix
  
  
• Create menu

Go back to:

• Home page for Contracts module manual
  

• Home page for Standard ERP manual

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