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Introduction

This document provides instructions setting up tax per line item.

Procedure

Set up the Tax Code

From the Optifacts Main Menu:

Select Option 1 – Accounts Receivable and press Enter.

Select Option 3 – Other Routines and press Enter.

Select Option 6 – Add/Edit Tax Tables and press Enter.

• Enter the tax table code you wish to change.

We recommend the use of Miscellaneous A or B codes to apply tax percentage for services such as edging.

Apply the Tax Code to an Account

From the Optifacts Main Menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 1 – Customer Database and press Enter.

Select Option 4 – Add/Edit Account and press Enter.

• Add the applicable tax code.

Commercial Pricing Program

On the second screen of the Pricing program, apply the Tax Material Code of A, B, or C to the Tax Material code field for any rows in the table that need that special tax. You can leave the Tax Material Code field empty for other price rows that apply to the lens, and the material of the order guides you to the material used in the tax calculation (example, an ORMA 1.5 index would use the Plastic category). Or, if you prefer, you can put a Tax Material Code like P in for lenses and coatings too.

From the Optifacts Main Menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 15 – Commercial Price Editor and press Enter.

Select Option 4 – Commercial Codes Editor and press Enter.

• Enter the applicable tax code.

Custom Configurations

Two custom configuration settings are required.

From the Optifacts Main Menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 6 – Configuration Editor and press Enter.

Select Option 6 – Edit Custom Configurations and press Enter.

• Add the following entries:

The following entry indicates that the program should use the Line Item Detail Tax process. Most labs in North America won’t need this, so the calculation may be kept disabled.

The following entry allows expanded output into the XML files used to print Fakturas (Statements). This option allows more data that are required to show the itemized tax on the Invoices for applicable countries.

To view and download these instructions as a PDF file, click on the following document image.

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