NEW tax rates

Modus system allows to input new tax rates.Version 2.06 added some new functions:

• ability to determine the dates of the relevant tax rate;
• in global configuration added option to hide the tax rates not in force;
• on the list of assortment added: „Tax sale” and „Tax purchase” for easier filtering, grouping and sorting the assortment according to this criterion;
• for a given tax rate you can indicate a different rate, which takes place from the New Year; this allows to perform certain operations automatically (see below: Related documents);
• on the list of tax rates a new function was made available: to update rates of tax on the cards of assortment;
• the uniqueness of the group for tax rates was lifted; the user will now be warned before trying to add a tax rate from the group that is already assigned to another rate;

It can be done in 2 ways.
First, easier one It consists only of editing the symbol and the value of tax rates tax rates in the dictionary. No aditional actions are needed, but nor will it be possible to create documents with the old rates in the system. This way is dedicated to New klients, who only started working with the system or those who by the end of 2010 does not collect the documents, on which the tax rates are required, e.g. sale invoices. If you belong to this group of Klients you have to:

1. log in to the system as Administrator;
2. open the tax rates dictionary from Files → Warehouse → Tax rates;
3. choose rate you want to edit, e.g. 22% and click on Edit or key combination of [Ctrl+ENTER];
4. apply changes in fields Symbol i Value (np. 23% in field Symbol i 23 in field Value) and accept changes.

Thus modification takes effect throughout the assortment, which had indicated tax rate of 22% when buying or / and at the sale. If there was some tax registrating documents in the system, they keep the information about changes made before tax rate change.

Second way, avaliable only after version 2.0.6, It consists in adding to the dictionary a new tax rate and identifying several new parameters. This method is dedicated to Clients who have worked in the system with the old tax rates and issued tax registering documents. If you belong to this group of Klients you have to:

1. open the tax rates dictionary from Files → Warehouse → Tax rates;
2. click on Add or hit [Ins] key ; New tax ratewindow will appear [Screen 1];
3. in the New tax rate window enter Symbol (e.g. 23%) and Value, select valid from option and choose starting date of new tax rate is to take affect [Screen 1, points 1 and 2];
4. select tax rate which replaces the new one [Screen 1, point 3] and accept changes;
5. if you selected previous rate and determined starting date , for the previous rate the end date will be set automatically, which you can see on the list [Screen 2].

++++ Screen 1: Tax rate edit window | ++++

In order to simplify tax rate changes in the assortment, in version 2.0.6 Update tax rates function was added [Screen 2]. This function is available only to those tax rates, which have been accorded the previous rate (see section above). After clicking Update you will be asked to confirm before updating tax rates, and after operation is carried the system will inform you about changes made, where in the changes on tax rates of purchase and sale of the same assortment will be counted seperately.

++++ Screen 2: Updating tax rates function | ++++

Regardles of this function the tax rate on the assortment card can be changed at every versions of the system by entering in the assortmen edition and making changes on the „Commercial” card. Assortment editing function also works in multiselection mode, which reduces editing time to minimum. In version 2.0.6 two columns in the assortment list was added: „Tax sale” and „Tax purchase”, which will facilitate filtering, grouping and sorting of the assortment according to these criteria.

For the duration of the transition period in global configuration (Files → Configuration → Global settings → Warehouse tab) option Display also not valid tax rate was made avaliable [Screen 3]. After system update this function is disabled. If this option is enabled, than wherever the unfolding list with tax rates is displayed, there will be rates loaded at this list for which validyty period have been accorded and the current date does not fall into this period. It allows to use previous tax rates in the range of documents issued with past date. We suggest not to disable this option on the early stage of new year.

++++ Screen 3: Global system configuration window | ++++

We have introduced additional functionality associated with the issuance some of the documents of the new year on the basis of documents issued in the previous year. This functionality becomes apparent provided the second method the introduction of new tax rates in the system (see above). If, for example, the tax rate 23% was introduced to the system, pointing out that it replaces rate 22%, than on the documents listed below, on each assortment position will be applied rate 23%, where for the source document issued in the previous period, these positions have rate 22%:

• sales invoices issued in the new period of the new rates based on inventory issues or orders from customers issued in the old period;
• warehouse issues in the new period based on orders from customers issued in the old period;
• advance invoices and final invoices issued in the new period based on orders from customers from the old period;
• purchase invoice issued in the new period on the basis of warehouse admissions from the old period, which in this case is taken into account not purchase invoice date, but the date of issue of the source document .

If the option „display not valid tax rates” is disabled (see above) or end date of tax rate validity have not been determined in the record, than on every of the documents above you can change tax rates freely.

New tax rates made necessity to update the printout templates for Advance invoices. In version 2.0.8 appropriate changes were applied to the system template.

If you use your own printout templates for advance invoices and you will issue advance invoices for last year orders, than probably you will have to made adjustments (seen below) manually for every template or create new templates. Follow these steps for each advance invoice template that is used in your company(Screen 4):

1. On the print preview, select the template you want to edit, then expand the Templates menu by clicking on the triangle icon next to the button and from the menu choose Edit template function. To edit the templates you must have permissions!
2. If the template is a prices summary of the contract specifications, locate tax rates ribbon linked to the branch data zamowienie_kwoty_pln_wg_stawek_vat. On the system template the ribbons name is kwoty_vat_zamowienie, and on the Screen 4 it's pointed as 1.
3. There, locate point indicated as 2, click twice and correct value [dokument_kwoty_pln_wg_stawek_vat.„stawka_vat”] to [zamowienie_kwoty_pln_wg_stawek_vat.„stawka_vat”].
4. If on the template there is specification of the goods to which the advance was paid locate a ribbon attached to a branch of data dokument_specyfikacja. On the system template the ribbons name is specyfikacja_faktury, on Screen 4 it's pointed as 3.
5. There, locate point indicated as 4, click twice and correct value [dokument_specyfikacja.„stawka_vat”] to [dokument_specyfikacja.„stawka_vat_zaliczki”].
6. Close preview and save changes.

++++ Screen 4: Advance invoice printout template | ++++

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