Tax Calculation for Service Charge, Damage Waiver, and Consumables

Content was last updated in 06.22.01-00

Revision History

In R2, taxes for Service Charge, Damage Waiver, and Consumables can be applied with the following steps

1. Define Misc Charges for Service Charge , Damage Waiver and Consumables.

   To add a miscellaneous charge

   1. Click Maintenance.

   2. R2 displays the Maintenance window.

   3. Click Items tab in the vertical tab panel, to switch to Items module.

   4. Click Misc.Charges tab in the horizontal tab panel, to switch to Misc.Charges section.

   5. Click New icon.

   6. The 'Misc. Charges Edit 'window displays. This is where you will enter miscellaneous charge information. The Product ID is automatically generated based on system defaults or your IDS configuration. If necessary, you may type over the ID to change it.

   7. Enter a charge description.  To create a new miscellaneous charge record, an ID and Description is required.

   8. Enter additional information as applicable. For example, you may wish to assign a Commission, Report and Tax Group as well as enter Pricing information at this time.

   9. Click OK.

   10. The Misc Charges Edit dialog closes and you are returned to the Inventory window. The new charge record appears at the bottom of the list.

2. Define Tax Area with region and Item Group for Service Charge, Damage Waiver, and Consumables with action set as Default.

3. Define Tax Groups and tag to the respective misc charges definition (created for Service Charge, Damage Waiver, and Consumables).

This can be done  from within the Tax Group Dialog box which can be invoked from Misc. Charge edit  window by clicking on the Tax Group Import button. Illustration

4. Tag the Misc Charge definitions created for Service Charge, Damage Waiver, and Consumables in the Inventory Settings of Configuration > Account Tab respectively.

   Figure 1.1: Configuration window

   

    

5. In an Order, Add the Service Charge, Damage Waiver, and Consumables (Misc Charge definitions)

6. In Order, Tax the Region for which the Tax Schedules are created for Service Charge, Damage Waiver and Consumables in the Region Field of Shipping Tab.

7. Verify the tax calculated in the Sub Total tab of the Order.

   Figure 1.0: Misc Charges edit window