Calculate Sales Tax Template
Use this template to create a business rule that can calculate the sales tax for a specific expense type and adds an itemization to reflect the taxes, if needed. This is used for the CONUS table because it does not include sales tax for lodging.
Parameters
The template has these parameters:
- Per Diem Expense Type
- Select the per diem expense type or types.
- Tax Expense Type
- Select the tax expense type.
- Default Tax Rate (%)
- Specify the percent, for example, 10.0.
Example
This example shows the possible values for this business rule.
Calculate sales tax fields
This table shows the values for fields:
| Field | Value |
|---|---|
| Name | Calculate Sales Tax |
| Severity | Warning |
| Notification | Interactive |
| Fire on Itemization | Left blank |
| Fire Scope | Left blank |
| Offline and Online Firing Options | Online only |
| Status | Active |
| Fire On | Submit ER |
Calculate sales tax strings
This table shows the values for strings:
| Strings | Value |
|---|---|
| Description | For certain expense types the system should automatically generate a new itemization for sale tax if it does not already exist. |
| Interactive Message | Line items are itemized to include tax. |
| Policy | Line Items are itemized to include tax. |
| Policy Based Routing | Not Selected |
| Report Message | Line Items are itemized to include tax. |
Calculate sales tax parameters
This table shows the values for parameters:
| Parameter | Value |
|---|---|
| Per Diem Expense Type | Meals - Breakfast |
| Tax Expense Type | Meals - Breakfast |
| Default Tax Rate | 10% |
Calculate sales tax applications
This table shows the values for applications:
| Name | Organization/Group |
|---|---|
| Default Company | Organization |