Tax Info Tab

Enter the company's tax information on this tab.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Tax code

Select the default tax code for the company.

If no default tax code settings are defined at a specific level (for example, item, customer), this is the code used when you enter a transaction.

For companies subject to U.S. sales tax, this displays a list of tax codes that have Sales or Both assigned.

Tax calendar

Select the calendar to accumulate input and output tax when entering a transaction, and subsequent reporting by this company.

Phone (for tax contact)

Enter up to 50 alphanumeric characters for the company's tax contact phone number. If phone masking is in use, this field is formatted with the phone or fax mask.

You can also enter text — for example, an extension number.

Fax number (for tax contact)

Enter up to 50 alphanumeric characters for the tax contact's fax number. If phone masking is in use, this field is formatted with the phone or fax mask.

Contact

Enter up to 30 alphanumeric characters for the company's tax contact.

Email address

Enter up to 50 alphanumeric characters for the company's tax contact email address.

IRD number

Enter the company's tax reference number here. You can enter separating characters (such as hyphens), but Greentree Desktop strips them out before verifying the number you have entered is valid.

For Australian companies, enter the company's Australian Business Number and Branch number. The Branch number is the number that is issued to the company by the Australian Tax Office. This number is used in the Payment Summary Annual Return file for Payroll.

For companies subject to U.S. sales tax, enter the company's tax registration number and purchases tax code.

Select a default company purchases tax code from the list of codes. This defaults as the purchase tax code of new suppliers for a company using U.S. sales tax. You can change this setting at the supplier level. If you select Report USE tax, you can also enter location level USE tax rates on the Tax Location Maintenance form.