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Using taxes in Commit is optional. By default, the tax option is not activated. To begin using taxes, you first need to set the taxable Accounts and taxable Items.
In order for a tax to apply to a Charge, the following should be set:
| • | Define taxes for the Item (Tax1, Tax2, Tax3 in the Item details window) |
| • | Define taxes for the Account (Tax1, Tax2 in the Account Details tab) |
Taxes will be calculated when there is a match between the tax type of the Item and the Account which were selected for the Charge record
For example, if you wish to add VAT for a certain Account, and then charge this Account for a product purchased + VAT, the following steps should be taken:
| 1. | In the Account window, go to the Details tab. |
| 2. | Select the VAT tax in the Tax1 field (if this tax code does not exist yet, you can add it using the + options). |
| 3. | In the relevant Product/Part Item window, select the same VAT tax code in the Tax1 field. |
| 4. | Create a Charge for this Account, using the relevant Item. |
| 5. | View the Charges + taxes and see the Total amount + Tax (see below) |
Note that you can define an Item as taxable, and it will not be taxed when used in non-taxable Accounts. Only if you define both the Item and the Account with the same Tax code will the tax be charged on the Item.
Viewing Taxes for Charges
You can view the tax calculation for a Charge in Commit's reports:
| • | Go to the Charges reports section and print any report – the total amount will include tax when all terms (as defined above) are met. |
| • | From the Web interface when printing the Ticket Service Form - Including Taxes report. |
Setting Default Taxes
You can set a default tax for all new Accounts and Items:
| • | For Accounts go to Tools > Options > Accounts > Default Tax Codes |
| • | For Items go to Tools > Options > Charges & Contracts > Default Tax Codes. |
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