HelpCenter

ADM Taxation Method - Operator
Updated

 

Introduction

You now have the ability to see an Orgs preferred taxation method, which can be either Tax Category or Item Level. You can view how ADM should be handling the taxation for your Org and its locations.

 

Purpose

The purpose of this document is to show you how to view the tax rates and tax structure for the different locations in your Org.

A new Item Level tax method is now available on ADM in addition to the traditional Tax Category method. This new Item Level tax method allow you to set flat tax amounts for products instead of using the rate mapping system.

 

How to view taxes in ADM

Viewing taxes under Global Product Change

Using the Global Product Change feature, you can change tax rates on multiple products at once.

  1. Sign into ADM.

  2. Click the Product tab.
    Image1.png

  3. Click Global Product Change from the drop-down menu.

  4. Click on several locations from the Locations column in the Global Product Change screen.

  5. Click Apply at the end of the list. A list of products from the selected locations will display.

  6. Click on the products whose tax rate you want to change.

  7. Click Next in the lower right of the screen. The following screen will display.
    Image2.png

You will see the following five blank fields if the tax method is set to Tax Category:

  • Price
  • Min
  • Max
  • Pick List Action
  • Loyalty Multiplier

You can enter data in the fields to reflect the changes you want in the products at the locations that you selected.

If the tax level is set to Item Level, you will also see these additional blank fields:

  • Tax 1
  • Tax 2
  • Deposit

Image3.png

 

Tabs

The Product, Tax Mapping and Deposit Mapping tabs all show various tax and deposit information. You can only see the Tax Mapping and Deposit Mapping tabs if you are using the Tax Category tax method. If you are using the Item Level Tax method, these two tabs will not be visible.

 

Product tab

The following steps will show you how to view your taxes whether you are using the Item Level  or Tax Category tax method. The columns in the table pull in tax and deposit data from the tax method. You can choose which columns you want to see in the table.

  1. Click on the Location tab in ADM. The Location List screen displays.

  2. Click the location you want to view from the Location Name table. The Location Summary screen will display.

  3. Scroll to the tabs at the bottom of the Location Summary screen.

  4. Click the Products tab. A table with multiple columns will display for Item Level Tax or Tax Category methods. The Deposit column will be displayed, but the Tax Name, Tax1 and Tax 2 columns may not be.
    Image4-ItemLevel.png

If you do not see these fields:

  1. Click the Manage Column button.

  2. Select the fields you want to see from the list. The fields you want to see in the table should say "Hide" to the left of their name in the column drop-down list. (I know this seems backwards!)

  3. Click the Apply button at the bottom of the list. The columns you selected will display in the table.
    Image5.png

Tax Mapping tab

The Tax Mapping tab shows all of the available tax rates that are currently running at the selected location.

  1. Go back to the Location Summary screen.

  2. Scroll to the tabbed sections at the bottom of the screen.

  3. Click the Tax Mapping tab. The Tax Category and Tax Rate columns will display.
    Image6.png

 

Deposit Mapping tab

On the Locations Summary screen, you will be able to see the Deposit Mapping tab. This tab pulls in tax and deposit data.

  1. Go back to the Location Summary screen.     

  2. Scroll to the tabbed sections at the bottom of the screen.

  3. Click the Deposit Mapping tab. The Deposit Category and Deposit Amount columns will displayed.
    Image7.png

 

Screens

You can only see the Tax List and Deposit List screens if you are using the Tax Category tax method. If you are using the Item Level method, these two screens will not be visible.

 

Tax List screen

In the Tax List screen, you can create a new tax rate or edit previously created tax rates by deleting the rate and adding a new rate in its place.

  1. Click the Admin tab in ADM.

  2. Select Tax from the drop-down menu. The Tax List screen displays.
    Image7.5.png

  3. Click on the location where you want to edit or create a new tax rate. The Tax Rates screen displays.

Image7.75.png

 

 

Deposit List screen

The Deposit List screen shows how deposits are being handled for a particular Org. It shows the current list of deposit rates and allows you to create new deposit rates. When a deposit rate is created, you can set the deposit amount, the effective date and the end date.

  1. Click on the Admin tab in ADM.

  2. Select Deposit from the drop-down menu. The Deposit List screen will display listing all of the deposits for that org.

  3. Click on a deposit. The Deposit Amounts screen will display where you can edit or add a deposit.

Image8.png

 

 

 

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