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Changing Tax Rates in ceFoundation
This article provides instructions for changing tax rates in the ceFoundation application.

ceFoundation provides for several taxing methods depending on the taxing requirements of your company. Changing tax rates for the two most common taxing methods is illustrated below. If you are unsure of which method your company uses, please contact Computer Ease Technical Support before continuing.

For all taxing methods,
  • Change the tax rates between the close of business the day before the tax rate is scheduled to change, and before the start of business the day of the change. For example, if the tax rate is scheduled to change April 1, 2009, change the tax rates after close of business March 31, 2009 but before start of business April 1, 2009.
  • Print a DETAIL TAX REPORT before making the change.
  • After the change, examine contracts processed with the new tax rates to insure you are satisified with the changes.


Standard Taxing
From the store menu, choose
5 - MAINTENANCE FUNCTIONS
1 - MAINTENANCE-STORE
6 - ADD/CHANGE TAX-D/W TABLES
2 - TAX JURISDICTION CODES

The following screen will appear

                              ADD/CHANGE  TAX JURISDICTION RECORDS


                      TAX JURISDICTION ID#        0=SALESTAX, 1=USE TAX
                      DESCRIPTION
                      TOTAL TAX PERCENT           SHOW TAX JUR DETAIL?

Enter each ID at the TAX JURISDICTION ID prompt and edit the information appropriately. You may also enter a ? (question mark) at the TAX JURISDICTION ID prompt to display each tax jurisdiction you have on your system.



'ERF' Taxing
From the store menu, choose
5 - MAINTENANCE FUNCTIONS
1 - MAINTENANCE-STORE
6 - ADD/CHANGE TAX-D/W TABLES
10 - TAXING MAINTENANCE
 
The following screen will appear

                                        TAXING MAINTENANCE


            TAX JURISDICTION CODE                TAX TYPE    0=SALES, 1=USE, 2=ERF
                      DESCRIPTION
                      TOTAL TAX %

                   REPORTING CODE
                         ROUNDING     0=NORMAL, 1=UP, 2=DOWN

           ENTITY               DESCRIPTION              TAX %     REPORTING CODE

Enter each CODE at the TAX JURISDICTION CODE prompt and edit the information appropriately.

A list of tax jurisdictions is available through
4 - REPORTS AND LISTS
1 - REPORS/LISTS-STORE
20 - ADDITIONAL STORE REPORTS
9 - TAX ENTITY/JURISDICTION LIST