| Anchor | ||||
|---|---|---|---|---|
|
Search Optifacts User Documentation
| Live Search | ||||
|---|---|---|---|---|
|
Table of Contents (on this page)
| Table of Contents | ||||||
|---|---|---|---|---|---|---|
|
Introduction
This document provides instructions setting up tax per line item.
Procedure
Tax Table
From the Optifacts Main Menu:
Type 1 – Accounts Receivable and press enter.
Type 3 – Other Routines and press enter.
Type 6 – Add/Edit Tax Tables and press enter.
Type in the tax table code you wish to change and press enter.
We recommend use of Miscellaneous A or B codes to apply tax percentage for services such as edging.
Next, apply the tax code to an account.
From the Optifacts Main Menu:
Type 3 – Editor Utilities and press enter.
Type 1 – Customer Database and press enter.
Type 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 special 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 field empty for other price rows that apply to the lens and the material of the order will guide 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:
Type 3 – Editor Utilities and press enter.
Type 15 – Commercial Price Editor and press enter.
Type 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:
Type 3 – Editor Utilities and press enter.
Type 6 – Configuration Editor and press enter.
Type 6 – Edit Custom Configurations and press enter.
Add the following entry.
This entry indicates that the program should use the line item detail tax process. Most subs in North America won’t need this, so the calculation may be kept disabled.
The following option allows expanded output into the xml files that are used to print Fakturas. This will allow more data that are required to show the itemized tax on the Invoices for applicable countries.
