AutoCount Accounting 2.1.12 Tax Updates: Difference between revisions
Content added Content deleted
No edit summary |
|||
(21 intermediate revisions by the same user not shown) | |||
Line 4: | Line 4: | ||
==Tax Entity== |
==Tax Entity== |
||
* Tax Entity is a new class that is required for Tax related entities and transactions. |
|||
New Tax Entity fieldname, datatype and size<br> |
|||
* Tax Entity can be assigned to debtor and creditor. |
|||
* In some cases document cannot be saved, if Tax Entity is not pre-defined in debtor/creditor. |
|||
* Each debtor/creditor can be assigned with one Tax Entity. |
|||
* Tax Entity can be assigned to branches of debtor and creditor. |
|||
: Each debtor/creditor is allowed to have more than one Tax Entity under '''Branches'''. |
|||
* Each of the Branches of a debtor/creditor can have its own Tax Entity respectively. |
|||
* While the '''TIN''' of the '''Tax Entity''' is allowed to be the '''same''', '''TaxBranchID''' must be '''different'''. |
|||
: ''The keys for a Tax Entity are TIN and TaxBranchID. |
|||
{{Note|When a debtor has more than one TIN or Branch Code, suggest adding branch to the debtor. And assign each branch with its own Tax Entity. |
|||
Assign the value of debtor and the branch in the document. Avoid assign value to the Tax Entity in the document of AR/AP, sales and purchases. |
|||
}} |
|||
===Tax Entity common fields=== |
|||
{|class="wikitable" |
{|class="wikitable" |
||
|- |
|- |
||
Line 30: | Line 42: | ||
|align="center"|30 |
|align="center"|30 |
||
|align="center"|Yes |
|align="center"|Yes |
||
|Readonly.<br>System auto combine |
|Readonly.<br>System auto combine TIN and TaxBranchID |
||
|- |
|- |
||
|TIN |
|TIN |
||
Line 42: | Line 54: | ||
|align="center"|10 |
|align="center"|10 |
||
|align="center"|Yes |
|align="center"|Yes |
||
|If not applicable, |
|If not applicable, assign zeroes as head office. Eg. "0000". |
||
|- |
|- |
||
|Address |
|Address |
||
Line 108: | Line 120: | ||
===Create new Debtor with Tax Entity=== |
===Create new Debtor with Tax Entity=== |
||
<syntaxhighlight lang="csharp"> |
<syntaxhighlight lang="csharp"> |
||
/// <summary></summary> |
|||
/// <returns>Debtor Code</returns> |
|||
public string CreateNewDebtor(string debtorControlAcc) |
public string CreateNewDebtor(string debtorControlAcc) |
||
{ |
{ |
||
Line 120: | Line 134: | ||
debtor.CompanyName = companyName; |
debtor.CompanyName = companyName; |
||
debtor.AccNo = accNo; |
debtor.AccNo = accNo; |
||
//Create new or Assign existing Debtor's TaxEntity |
|||
debtor.TaxEntityID = CreateNewTaxEntity(); |
debtor.TaxEntityID = CreateNewTaxEntity(); |
||
//...Add more fields to complete debtor creation |
//...Add more fields to complete debtor creation |
||
Line 128: | Line 143: | ||
</syntaxhighlight> |
</syntaxhighlight> |
||
==Tax Entity application== |
===Tax Entity application=== |
||
Tax Entity is applied as in following:- |
Tax Entity is applied as in following:- |
||
===Master Data=== |
====Master Data==== |
||
* Branch |
* Branch |
||
* Debtor |
* Debtor |
||
* Creditor |
* Creditor |
||
* Payment method |
* Payment method |
||
===GL/AR/AP=== |
====GL/AR/AP==== |
||
* Cash Book Master |
* Cash Book Master |
||
* Cash Book Detail |
* Cash Book Detail |
||
Line 145: | Line 160: | ||
* APDN |
* APDN |
||
* APCN |
* APCN |
||
===Sales=== |
====Sales==== |
||
* Advance Quotation |
* Advance Quotation |
||
* Quotation |
* Quotation |
||
Line 158: | Line 173: | ||
* Consignment |
* Consignment |
||
* Consignment Return |
* Consignment Return |
||
===Purchases=== |
====Purchases==== |
||
* Request Quotation |
* Request Quotation |
||
* Purchase Order |
* Purchase Order |
||
Line 169: | Line 184: | ||
* Purchase Consignment |
* Purchase Consignment |
||
* Purchase Consignment Return |
* Purchase Consignment Return |
||
==Withholding Tax== |
|||
===Technical=== |
|||
* Withholding Tax Amount must be greater than zero. |
|||
* The total of Withholding Tax Amount must be equal or smaller than the net amount (that excludes tax amount of GST or VAT). |
|||
* Withholding Tax requires Tax Entity. |
|||
: Document that has Withholding Tax cannot be saved without Tax Entity specified. |
|||
{{NavigateDeveloper}} |
|||
[[Category:Programmer]] |
|||
[[Category:API]] |
|||
[[Category:Integrate]] |
|||
[[Category:Plug-In]] |
Revision as of 09:58, 7 February 2024
[Draft - Not complete]
TaxType to TaxCode
All previous "TaxType" is renamed to "TaxCode".
Tax Entity
- Tax Entity is a new class that is required for Tax related entities and transactions.
- Tax Entity can be assigned to debtor and creditor.
- In some cases document cannot be saved, if Tax Entity is not pre-defined in debtor/creditor.
- Each debtor/creditor can be assigned with one Tax Entity.
- Tax Entity can be assigned to branches of debtor and creditor.
- Each debtor/creditor is allowed to have more than one Tax Entity under Branches.
- Each of the Branches of a debtor/creditor can have its own Tax Entity respectively.
- While the TIN of the Tax Entity is allowed to be the same, TaxBranchID must be different.
- The keys for a Tax Entity are TIN and TaxBranchID.
When a debtor has more than one TIN or Branch Code, suggest adding branch to the debtor. And assign each branch with its own Tax Entity.
Assign the value of debtor and the branch in the document. Avoid assign value to the Tax Entity in the document of AR/AP, sales and purchases. |
Tax Entity common fields
Fieldname | Data Type | Max Size | Compulsory | Remark |
---|---|---|---|---|
Name | string | 100 | Yes | Tax registered name for this Tax Entity |
IdentityNo | string | 30 | Optional field for reference ID | |
FullTIN | string | 30 | Yes | Readonly. System auto combine TIN and TaxBranchID |
TIN | string | 20 | Yes | TaxID or TIN of the Tax Registered ID |
TaxBranchID | string | 10 | Yes | If not applicable, assign zeroes as head office. Eg. "0000". |
Address | string | 200 | Full address | |
PostCode | string | 10 | Postcode / Zip Code | |
Phone | string | 25 | ||
EmailAddress | string | 200 | ||
TaxCategory | int | Yes | 0 = Individual, 1 = NonIndividual | |
TaxClassification | int | Yes | 0 = Private, 1 = Government |
Code sample to create new Tax Entity
/// <summary></summary>
/// <returns>TaxEntityID</returns>
public int? CreateNewTaxEntity()
{
AutoCount.Tax.TaxEntityMaintenance.TaxEntityCommand cmd =
AutoCount.Tax.TaxEntityMaintenance.TaxEntityCommand.Create(myUserSession);
AutoCount.Tax.TaxEntityMaintenance.TaxEntity te = cmd.New();
te.Name = "TFC Company";
te.IdentityNo = null;
te.TIN = "111-222-333";
te.TaxBranchID = "3200";
te.Address = "20, Street 1/2, Loney Road, 23000 (full address)";
te.PostCode = "23000";
te.Phone = null;
te.EmailAddress = null;
te.TaxCategory = Tax.TaxCategory.Private;
te.TaxClassification = Tax.TaxClassification.NonIndividual;
te.Save();
return te.TaxEntityID;
}
Create new Debtor with Tax Entity
/// <summary></summary>
/// <returns>Debtor Code</returns>
public string CreateNewDebtor(string debtorControlAcc)
{
string companyName = "ABC Company";
string accNo = GetNewDebtorCode(myUserSession, debtorControlAcc, companyName);
AutoCount.ARAP.Debtor.DebtorDataAccess cmd =
AutoCount.ARAP.Debtor.DebtorDataAccess.Create(myUserSession, myUserSession.DBSetting);
AutoCount.ARAP.Debtor.DebtorEntity debtor = cmd.NewDebtor();
//Code Snippet
debtor.ControlAccount = detborControlAcc;
debtor.CompanyName = companyName;
debtor.AccNo = accNo;
//Create new or Assign existing Debtor's TaxEntity
debtor.TaxEntityID = CreateNewTaxEntity();
//...Add more fields to complete debtor creation
cmd.SaveDebtor(debtor, myUserSession.LoginUserID);
return debtor.AccNo;
}
Tax Entity application
Tax Entity is applied as in following:-
Master Data
- Branch
- Debtor
- Creditor
- Payment method
GL/AR/AP
- Cash Book Master
- Cash Book Detail
- Journal Entry
- ARInvoice
- ARCN
- ARDN
- APInvoice
- APDN
- APCN
Sales
- Advance Quotation
- Quotation
- Sales Order
- Delivery Order
- Sales Invoice
- Cash Sales
- Sales Credit Note
- Sales Debit Note
- Delivery Return
- Cancel Sales Order
- Consignment
- Consignment Return
Purchases
- Request Quotation
- Purchase Order
- Goods Received
- Purchase Invoice
- Cash Purchase
- Purchase Return
- Goods Return
- Cancel Purchase Order
- Purchase Consignment
- Purchase Consignment Return
Withholding Tax
Technical
- Withholding Tax Amount must be greater than zero.
- The total of Withholding Tax Amount must be equal or smaller than the net amount (that excludes tax amount of GST or VAT).
- Withholding Tax requires Tax Entity.
- Document that has Withholding Tax cannot be saved without Tax Entity specified.
Go to top
|
Resources For AutoCount Software Developers
|