Tax codes can be complex with different rates per State, County, City… with sometimes a regular tax rate (Tax Rate 1) and a secondary tax rate on certain types of items (Tax Rate 2) and Tax exempt rules.  Trakker can be utilized with all of these types of rules

Tax Types are found in View->List->Customer Tax Code

As in many area of Trakker, the list can be edited directly from the grid using the ight click Allow 1x Grid Edit.

• Code: A code/name for the tax rate.  Primarily used as a reference in the Customer or Customer Ship to address to assign a tax code
• Rate 1: This is the standard tax rate for this tax code
• Rate 2: This is the alternate tax rate used for products defined on handhelds as Tax Type 2 (Only if Use Product Tax Rate checked)
• Tax Exempt: Ignore Rate 1 and Rate 2, this tax code does not get taxed.  (Kind of the same a setting both rate 1 and 2 to 0)
• Use Product Tax Rate:  If Checked, then each item on the invoice will be individually reviewed to see if it is Tax Rate 0 (Exempt), Rate 1, or Rate 2.  If this is not checked, then the invoice will apply the same tax rate (Rate 1) to all products on the invoice.  (Why does this checkbox exist?  Because it allows for individual items to be set as Exempt as well as a Rate 2 and process only for this type Tax Code Type).

NOTES: Multiple tax rates are set up not on the product definition, but rather on the Handheld Product definition.  This is done because in Route sales, reps are typically assigned to a territory and this can help make the rules above even more detailed per territory.

How to set up and Use the different tax Types:

1 Tax Rate for all products

• Set up a Tax code and set Tax Rate 1
• Do NOT check the Use Product Tax Rate

2 Tax Rates used

• Set up a Tax code
• Set Tax Rate 1
• Set a Tax Rate 2
• Check the Use Product Tax Rate
• Save and close
• Go to the Handheld Tab
• For each handheld that will be affected, open it and do the following
  • Go to the Location Tab
  • Open the Inventory Tab
  • Open each item that will have be effected by the Tax Rate 2
  • Click ADD
  • Set Qty Adjustment = 0
  • Set the New Tax Type to 2
  • Save and Close

2 Tax Rates, and some items are Tax Exempt across ALL codes that are set for Use Product Tax Rate

• Set up a Tax code
• Set Tax Rate 1
• Set a Tax Rate 2
• Check the Use Product Tax Rate
• Save and close
• Go to the Handheld Tab
• For each handheld that will be affected, open it and do the following
  • Go to the Location Tab
  • Open the Inventory Tab
  • Open each item that will have be effected
  • Click ADD
  • Set Qty Adjustment = 0
  • Set the New Tax Type to 2 if Rate is Tax Rate 2 or 0 if Tax Exempt
  • Save and Close

2 Tax Rates, with one of them being 0%

• Set up a Tax code
• Set Tax Rate 1
• Set a Tax Rate 2 to 0
• Check the Use Product Tax Rate
• Go to the Handheld Tab
• For each handheld that will be affected, open it and do the following
  • Go to the Location Tab
  • Open the Inventory Tab
  • Open each item that will have be effected
  • Click ADD
  • Set Qty Adjustment = 0
  • Set the New Tax Type to 2
  • Save and Close