Tax User Guide

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Tax overview
Selecting a tax calculation system
Tax Process Flow
How tax integrates with other Lawson applications
Vertex tax system overview
Concepts in this chapter
Special features of Vertex
GeoCodes
GeoCode structure
If a city overlaps county and state boundaries
Vertex Quantum
ISAM database
Vertex Quantum's tax tools
Related third-party Vertex O Series documentation
Planning for tax setup
Concepts in this chapter
How General Ledger application affects tax
Tax setup options
Setting up tax
Concepts in this chapter
Company
Tax codes
Tax rates
Secondary tax rates
Tax usage codes
Required information for VAT Return Reports
Tax table
Procedures in this chapter
Defining the tax company
Setting up a tax calendar
Defining tax codes
Assigning tax rates to tax codes
Assigning tax codes to your company
Defining and assigning tax usage codes for VAT Return Reports
Define tax usage codes for an Accounts Payable company
Assign a tax usage code to a vendor or vendor location
Assign a tax usage code to a manual tax transaction
Override a vendor tax usage code or assign a tax usage code at the invoice level
Overriding tax rates by product tax category
Defining tax tables
Setting up Vertex
Concepts in this chapter
Vertex Quantum debug option
Vertex O-Series Connector
Procedures in this chapter
Defining your Vertex tax company
Linking Vertex Quantum libraries
Setting up the Vertex Quantum debug option
Turning the Vertex Quantum debug option on and off
Specifying the location of your Vertex Quantum debug file
Assigning GeoCodes to new customers
Updating and reporting on GeoCodes and addresses for existing customers
Viewing GeoCodes
Inquiring on multi-tax authority rates
Creating and auditing tax transactions
Concepts in this chapter
Tax point date
Procedures in this chapter
Updating tax transaction status
Inquiring on tax transactions
Purging historical tax transactions
Use the edit option
Use the cutoff date
Purge tax transactions
Related Reports and Inquiries
Adding, changing, or deleting tax transactions manually
Reporting on tax period amounts by period
Reporting on Value Added Tax
Concepts in this chapter
VAT Return Reports and EC Sales List Reports
Procedures in this chapter
Creating VAT Return Reports
Creating a VAT Return Report definition file
Generating a VAT Return Report
Creating a Purchasing and Sales Journal
Generating a Belgian Purchase and Sales Report
Generating a European Community Sales Report
Programs interacting with Vertex
Programs interacting with Vertex
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