This article will work you through how to setup / review / edit the taxes in Blackpurl
If you have any questions about setting up / editing your taxes, please get in contact with Blackpurl Support as this is one area of Blackpurl that you just don't want to get wrong
The user will need the relevant User Permissions to access the System Settings > Tax Management
The User will need have the relevant User Permissions - Sales Taxes - create/modify to be able to access System Settings > Tax Management
Tax Management section
- From the Blackpurl Header > click > select System setting
- From the System Settings Dashboard > select
- The Tax Management screen is made up of two sections:
- Tax rates - (See Step 4. A below for full instructions)
Tax Rates can have up to 4 decimal places
- Tax codes - (See Step 4. B below for full instructions)
Click on to open up the section you need to review
- A Tax Rates are split into two sections:
- Tax rates for sales transactions
- Tax rates for purchase transactions
To create a new rate > click on and then complete the New selling tax rate or New Purchase tax rate window
New selling tax rate window will look like this:
B. Category - Allocate the new Tax Rate a Category (accounting integration)
C. Type - There are three options:
- Fixed - the tax rate is a fixed or set rate. For example the tax rate is fixed at 10% across the board
- Escalating - the tax rate increases as the taxable amount increases. For example the first $5000 the tax rate is 10% / for the next $5000 the tax rate is 12% etc
- Tiered - the tax rates would be setup based upon the total transactional amount. For example - normal tax rate is 7% but will change to 7.5% once the order is over $3000.
D. Rate - Type in the percentage of the rate. This would depend on what Type you selected in C.
E. Forms label - When this tax prints on a Customer Invoice etc, what do you want it to read?
F. Minimum tax - This fields come into play if you select the Type: Escalating or Tiered in C. This is if there is a Minimum tax
G. Maximum tax - This fields come into play if you select the Type: Escalating or Tiered in C. This is if there is a Maximum tax that can be charged
H. SAVE - Once you have completed the New Selling Tax Rate screen, don't forget to click on SAVE
- B Tax Codes will allow you to join two or more taxes together etc.
For example you have a State Tax of 5% and a GST tax of 8% You would set both of these Tax Rates and then use Tax Codes to join them together as to the total tax that is liable to be paid etc.
Tax Codes are split into two sections:
- Tax codes for sales transactions
- Tax codes for purchase transactions
B. Default / Active - indicate by moving the toggles if it will be the Default and if it is Active
C. Forms label - When this tax code prints from or shows in Blackpurl , what do you want it to say?
D. SAVE - Once you have completed the New Selling Tax Code screen, don't forget to click on SAVE
Once you have created the new Tax Code, now assign Tax Rates to it > click on
To delete a Tax Code > click on on the relevant line item and user will be asked to confirm the deletion
To review a Tax Code with a view to editing > click on on the relevant Tax Code