Summary

The Tax Code Maintenance window is used to create and maintain tax codes. Tax codes are attached to service rate codes (UB> Maintenance> Service Rate> Open a service rate revision> Winter Average/Taxes tab> Add button) and billed on customer accounts as charges are generated on the service rate.

Step by Step

1     Open the Tax Code Maintenance window (UB> Maintenance> Tax Code).

• Select a record in the left section of the window and the Edit section of the window will populate with the information of the selected tax code. Edit any of the fields in the Maintenance section of the window and click SAVE to modify a tax code.
• Click the Excel Export button if you would like to create an MS Excel spreadsheet of the information that displays in the window. This allows you to create a report that displays all of the tax codes and level breaks.
• Highlight a tax code and click the Delete button to delete a tax code. If the tax code is attached to a service rate or UB Detail history record, you will not be able to delete the tax code.
  • Tax codes are attached to service rates in UB> Maintenance> Service Rates> Taxes section.
• Click the Create button to create a new tax code.

2     Create a tax code. 

• Enter a Tax Code. The tax code can be up to six alphanumeric characters in length.
• Click the Target Service field search button   to select a service from a list. The selected service is the service that will be billed the tax amount.
  • If you are modifying an existing tax code, do not change the target service once you have generated history on the tax code. If you want to change the target service on a tax code, create a new tax code with the modified target service.
  • Services are created and maintained in UB> Maintenance> Service.
• Enter a tax code Description. The description can be up to 80 characters in length.
• Create the tax schedule.
  • The Level Break fields are used to enter the minimum level amount and the percentage fields are used to enter the tax rate applied to the level break.
  • Define the Level Breaks for the calculated dollar amounts.
    • The Level Break fields set the minimum amount of a billing before the percentage of will be applied. If the dollar amount is greater than or equal to the amount in the Level Break field, the percentage of that level break will be applied. If the billing is large enough to fall above the minimum of a higher number level break, the percentage of that level break will be applied.
  • Enter the Percentage amount to be used based on the level breaks.
    • The percentage entered will be applied once the billable amount falls within the level break.
• Enter the general ledger accounts that will be used on the transactions to record and generate taxes on the customer accounts.
  • Click a field search button to select a general ledger account from a list.
  • General Ledger accounts are set up in GL> Maintenance> Chart of Accounts.
• Use the Conditional Calculation drop-down to select an optional conditional calculation method for the tax code. The Conditional Service Number and Rate fields will be enabled if Greater of or Lesser of is selected.
  • The Conditional Service Number field is used to select a UB service. Click the field search button   to select a service from a list.
  • The Rate field is used to enter a rate that will be used to generate the conditional calculation.
  • When a New Billing batch is generated, the system will calculate and compare the standard and the conditional calculations. If Greater of is selected, the greater tax value will be billed. If Lesser of is selected, the lesser tax value will be billed.
  • If the Conditional Calculation field is set to None, there is not change to the Tax Code calculations.
• Click the Save button when complete.

3     Attach a tax code to a service rate.

• After a tax code has been created, attach it to a service rate code in order to add it to a billing.
• Tax codes are attached to service rate codes in UB> Maintenance> Service Rate> Winter Average/Taxes tab.