?_zÿÿÿÿä`jal!mÖ\4Sales Tax System Help +RR("wh2robo.dll","WH2ROBO_GotoTopic","SU")GCB("IDH_WH2ROBO","&ActiveEdit","WH2ROBO_GotoTopic(qchPath, lTopicNo)")Z procedurSales Tax System Helpõ êsÿÿàÿÿàZ popup·Â2aÿÿàÿÿàZreferencSales Tax System HelpfQ˜QsÿÿàÿÿàZ pictureSales Tax System HelpÂ(˜esÿÿàÿÿàZmain„ÌÿsÿÿàÿÿàZ (w95sec)(w95sec)Gf™eQÿÿàÿÿàZ glossGlossaryGf™eQÿÿàÿÿà  îÌ¡¢º/&;)z4ÿÿ88ÿÿÿÿCH2_DBL.BMPVTCHECK.BMP?MCHEV_DBL.BMPéYCHICLET.BMPYKCLOSED.BMP@L|AWBTREEÑ·|AWDATA°|CONTEXTÑÿ|CTXOMAP?9|FONTN5|KWBTREEÑW|KWDATA¢A|KWMAPOP|SYSTEM|TOPIC÷|TTLBTREEÑÇ|VIOLAÑ÷|bm0|bm1y|bm10A|bm11(r|bm12v|bm13úz|bm14i†|bm15d¸|bm16«¾|bm17ìÄ|bm18ùÉ|bm19îÎ|bm2ö |bm20ìÓ|bm21Ù|bm22,Þ|bm23Pã|bm24äê|bm25xò|bm26 ú|bm27 |bm28 |bm29B|bm3ž+|bm30“|bm31|bm32n"|bm33ý(|bm34"+|bm35;1|bm36˜7|bm377>|bm38ŸD|bm4—|bm5|Ò|bm6 |bm7¡|bm8,|bm9Ð%œ™+P¹[":ïûgº+¤ÞÔY.µ)aê{ß®ÝOÖ"”ÍÿÀÞÆ‘ãCã‹M¡E¾maü°NAmÖ„«˜£{(e&ÁÐZ Ö~d•W-N- ÿÿÿÿ HÿÿÿÿT1ÍÿÿÿÿÿÿÿÿTš6Defining business typesF š+ &€6€>˜ŒJ˜š€€‚ÿDefining business typesATÛ+ $€-€:V˜š€€‚ÿUse the Business Types form (Forms menu) to group businesses based on their products or services. For example, you might track real estate professionals, tourist accommodations, and so forth. Business types are for use in finding businesses and categorizing them in reports.Gš"- *€4€z¨R¶šb‚6€€‚ÿTo add a business typeJõÛlU x€ï€zVÈšP‚H€ƒ‚ƒ†"€‚ƒ€€€€‚ƒ†"€‚ƒ€‚ÿ1From the Forms menu, choose Business Types.2Choose to start a new record.3Enter a numeric code (Type) and a description for the business type (Description).4Choose to store the new record.5Repeat Steps 2-4 to add each code.8 "¤, (€€: V˜š‚H€€‚ÿSee Also’l6t ¸€<€:V˜š‚H€†ˆ€žD!,JI(`salestax.HLP>picture',`HOW_TO_Working_with_code_forms')€‚ÿ Working with code formsG¤}1tÿÿÿÿÿÿÿÿ} Setting up tax periodsE6Â+ &€4€>˜ŒJ˜š€€‚ÿSetting up tax periodsvJ}8, &€•€:V˜š€‚€‚ÿFor each year, you will need to set up the sales tax periods. For each period, you specify the date when tax returns will be mailed, the due date for taxes, the date when penalties will be assessed, and the date on which the assessment will be based.The periods are entered in a single record. Enter each new year at the top.?Âw- *€$€z¨R¶šb‚6€€‚ÿTo add periods¡h89 B€Ò€zVÈšP‚H€ƒ‚ƒ†"€€‚ÿ1From the Forms menu, choose Periods.2Choose to add a blank record at the top of the grid area.®wÆ- (€€:VÈš‚H€€‚ÿThe screen is set up to enter a new year above the current one. Start with the last period, working through to the first one.tF:. ,€Œ€zVÈšP‚H€ƒ€‚ÿ3To define the period, enter information in the following fields:Œ/ÆÆ ] ˆ€_€zVQšû~‚Q€ƒ€‚€ƒ€‚€ƒ€‚€ƒ€‚€ƒ€‚€ƒ€€‚ÿYearYear for the periodPeriodPeriod numberMailer DateDate when tax return statements should be mailedDue DateDate when taxes for the period are dueDelinquentDate when the city begins assessing penalties on overdue paymentsAssessmentDate when assessment letters should be mailed‡N:M 9 B€ž€zVÈšP‚H€ƒ†"€‚ƒ€‚ÿ4Choose to store the new record.5Repeat Steps 2-4 to add each period.4Æ , (€€: V˜š‚H€€‚ÿNoteº‡M ; 3 4€€:ŒVÈš‚H€€€€‚ÿThe Printed field shows whether any tax returns have been printed for the period. It is updated automatically with each printing.8 s , (€€: V˜š‚H€€‚ÿSee Also’;  t ¸€<€:V˜š‚H€†ˆ€žD!,JI(`salestax.HLP>picture',`HOW_TO_Working_with_code_forms')€‚ÿ Working with code formsm<s r 16ÿÿÿÿÿÿÿÿr Ý îADefining reason codes for returns, receipts, and adjustmentsk@ Ý + &€€€>˜ŒJ˜š€€‚ÿDefining reason codes for returns, receipts, and adjustmentsÅšr ¢+ $€5€:V˜š€€‚ÿUse the Reason Codes form (Forms menu) to set up the reason codes to be entered on receipts, adjustments, and tax returns. The codes are included in reports and line-item displays to indicate the reason for an action¾for example, whether a payment involves a normal return, penalty, or interest payment. The Sales Tax System provides a basic set of reason codes. Use this form if you need to add new codes.EÝ ç- *€0€z¨R¶šb‚6€€‚ÿTo add a reason code\¢O@U x€€zVÈšP‚H€ƒ‚ƒ†"€‚ƒ€€€€‚ƒ†"€‚ƒ€‚ÿ1From the Forms menu, choose Reason Codes.2Choose to start a new record.3Enter a numeric code (Reason) and a description for use in reports and history displays (Description).4ChooseçO@ to store the new record.5Repeat Steps 2-4 to add each code.7 ç†@, (€€: V˜š‚H€€‚ÿCautionžrO@$A, (€ä€:ŒVÈš‚H€€‚ÿChanging a reason code once it is in use will change the descriptions displayed in history for past documents.8 †@\A, (€€: V˜š‚H€€‚ÿSee Also’$AîAt ¸€<€:V˜š‚H€†ˆ€žD!,JI(`salestax.HLP>picture',`HOW_TO_Working_with_code_forms')€‚ÿ Working with code formsN\A˜ŒJ˜š€€‚ÿAdding custom frequency codesg5picture',`HOW_TO_Working_with_code_forms')‚ÿ Working with code forms¯.HOI Ò€\€:V˜š‚H€†¢€«D!,JI(`salestax.HLP',`Entering_and_viewing_tax_information_for_a_business')€‚ÿ Entering tax information for a businessI H˜I1ÿÿÿÿá˜IßI®LEntering system controlsGOIßI+ &€8€>˜ŒJ˜š€€‚ÿEntering system controlsð·˜IÏK9 @€o€:V˜š€‚€€€€‚€‚ÿUse the Control Values form (Forms menu) to enter the rates for taxes, penalties, and interest and to optionally set up General Ledger accounting for the sales tax system.The Year and Period fields at the top of the screen should reflect the current year and tax period. If anything changes in your tax rates, you should enter the changes on the day when they take effect.The remaining fields are grouped into five content areas:ßxßI®Lg ž€ð€zVÈšP‚Hã¿›åû€ ‰€‚ãƒAó€ ‰€‚ã„ßI%€ ‰€‚ã¸4jt€ ‰€‚ãlÞÉ€ ‰€‚ÿStandard Tax RatesPenalty RatesInterest RatesBusiness License AccountGeneral Ledger accountingKÏKùL1{ÿÿÿÿÿÿÿÿùL£Nù†Setting standard tax ratesI®LBM+ &€<€>˜ŒJ˜š€€‚ÿSetting standard tax ratesóùL`N+ $€ç€:V˜š€€‚ÿOn the Control Values form (Forms menu), the Standard Rates settings set the basic sales tax rates, the threshold for rounding adjustments, default reason codes for tax returns and adjustments, and the accounts to post the transactions to.CBM£N3 6€ €zœV±ši~„±ù€ƒ€‚ÿControlSets°`NÇ€h ž€a€zŒV±ši~‚±€€ƒ€€‚€€ƒ‚€€ƒ‚€€ƒ‚€€ƒë)%¦€ ‰€‚ÿCity Tax RateCity’s sales tax rate (a percentage)Default Tax AmountDefault tax amount for assessmentsVendor Fee RatePercentage to discount vendor fees paid within the discount time periodMaximum Vendor FeeMaximum discount amount£NÇ€®L (in dollars)Normal ReasonDefault reason code for normal tax returns. Reason codes are used to explain the reason for a transaction. They are set up using the Reason Codes form. ²£NЂW |€e€zŒV±ši~‚±€€ƒ‚€€ƒã)%¦€ ‰€‚€€ƒâoã1‰€‚ÿAdjustRounding threshold for returns¾for example, enter 0.99 to allow rounding to the nearest dollar. Any rounding would be entered against the return via an adjustment.ReasonThe default reason code to be used for adjustments. Reason codes are set up using the Reason Codes form .AccountThe account type (Revenue, Expenditure, or Balance Sheet) and number to use for the originating entries for normal tax returns.¬~Ç€|ƒ. ,€ü€:ŒV±š‚±€€‚ÿEnter the account number, including delimiters. Your Accounting Department can give you the correct account number format.ʅЂF„E X€ €zŒV±ši~‚±€ƒ€ë‚N€ ‰€€‚ÿSourceThe document source that determines how items will summarize when normal tax returns are posted to the General LedgerÏ |ƒ…/ ,€A€:ŒV±š‚±€€‚ÿThis document source also will be used for penalty, interest, and business license fees unless your control values specify other document sources for these.9 F„N…- *€€: V˜š‚±€€‚ÿSee Alsoš0…è…j ¤€`€:V˜š‚±€†x€–D!,JI(`salestax.HLP',`Document_sources_how_to_set_up')‚ÿ How to set up a document source (overview)&N…x†j ¤€L€:V˜š‚±€†x€–D!,JI(`salestax.HLP',`Accounting_in_InForum_OVERVIEW')‚ÿ Accounting in InForum (overview)*è…ù†W ~€T€:V˜š‚±€†L€€D!,JI(`salestax.HLP',`CONTROLS')€‚ÿ Entering system controls (overview)Fx†?‡1?^…€€?‡Ò‰ìÁSetting penalty ratesDù†ƒ‡+ &€2€>˜ŒJ˜š€€‚ÿSetting penalty ratesÌ?‡’‰C T€™€:V˜š€‚€€‚ë¨ë€ ‰€€‚ÿOn the Control Values form (Forms menu), the Penalty Rates settings determine the rates at which penalties will be assessed for late tax payments and the accounting for penalties.You set up two penalty rates—the low rate, which is used initially for all businesses that pay their taxes late, and a high rate, used for any businesses that have had three assessments within a two-year period.Penalty intervals are set as part of the tax period setup.@ƒ‡Ò‰0 0€ €zœVÙ€šA‚Ø€ƒ€‚ÿControlSets)Ð’‰û‹Y €€¡€zŒVÙ€šA‚Ø€€ƒ€€€€‚€€ƒ‚€€ƒ€€€€‚ÿLow RatePenalty rate (a percentage) for “low” penalty assessments. Businesses are eligible for the low penalty rate unless they receive three penalty assessments within a two-year period.Low $$Minimum penalty amount (in dollars) for low penalty assessmentsHigh RatePenalty rate (a percentage) for “high” penalty assessments. Businesses are moved to the high penalty rate if they are assessed for penalties three times within a two-year period. ÊÒ‰B R€•€zŒVÙ€šA‚Ø€€ƒ‚€€ƒâoã1‰€‚ÿHigh $$Maximum penalty amount (in dollars) for low penalty assessmentsAccountThe account type (Revenue, Expenditure, or Balance Sheet) and number to use for originating entries for penalties§}û‹®* $€ú€:ŒVÙ€š‚Ø€‚ÿEnter the account number, including delimiters. Your Accounting Department can give you the correct account number format.~K,Ž3 6€–€:ŒVÙ€š‚Ø€€€€‚ÿIf you don’t specify a penalty account, the standard account is used.¿|®ëŽC V€ø€zŒVÙ€šA‚Ø€€ƒë‚N€ ‰€€‚ÿSourceThe document source that determines how items will summarize when penalties are posted to the General Ledger}J,Žh3 6€”€:VÙ€š‚Ø€€€€‚ÿIf you don’t specify a document source, the standard source is used.8 뎠, (€€: V˜š‚Ø€€‚ÿSee Also˜1hDÀg ž€b€:V˜š‚Ø€†t€”D!,JI(`salestax.HLP',`Processing_penalty_increas DÀù†es')‚ÿ Processing penalty increases for businesses™0 ÝÀi ¢€`€:V˜š‚Ø€†x€–D!,JI(`salestax.HLP',`Document_sources_how_to_set_up')‚ÿ How to set up a document source (overview)&DÀlÁi ¢€L€:V˜š‚Ø€†x€–D!,JI(`salestax.HLP',`Accounting_in_InForum_OVERVIEW')‚ÿ Accounting in InForum (overview)€*ÝÀìÁV |€T€:V˜š‚Ø€†L€€D!,JI(`salestax.HLP',`CONTROLS')€‚ÿ Entering system controls (overview)JlÁ6Â1Xá…6¡ÃÈÉSetting the interest rateHìÁ~Â+ &€:€>˜ŒJ˜š€€‚ÿSetting the interest rateã¸6ÂaÃ+ $€q€:V˜š€€‚ÿOn the Control Values form (Forms menu), the Interest Rate settings determine the interest rate to be charged for overdue tax payments and the accounts to post the transactions to.@~¡Ã0 0€ €zœVÇ€šS‚Æ€ƒ€‚ÿControlSets?ÚaÃàÅe ˜€µ€zŒVÇ€šS‚Æ€€ƒãZ o€ ‰€‚€€ƒë)%¦€ ‰€‚€€ƒâoã1‰‚ƒ‚ÿRateRate (percentage) to use in interest calculationsReasonDefault reason code for interest charges. Reason codes are used to explain the reason for a transaction. They are set up using the Reason Codes form.AccountThe account type (Revenue, Expenditure, or Balance Sheet) and number to use for originating entries for interestEnter the account number, including delimiters. Your Accounting Department can give you the correct account number format.e¡ÃEÇW |€€zŒVÇ€šS‚Æ€ƒ€€‚€€ƒë‚N€ ‰€‚ƒ€€€‚ÿIf you don’t specify an interest account, the standard account is used.SourceThe document source that determines how items will summarize when interest is posted to the General LedgerIf you don’t specify a document source, the standard source is used.8 àÅ}Ç, (€€: V˜š‚Æ€€‚ÿSee Also£/EÇ Èt ¸€^€:V˜š‚Æ€†Ž€¡D!,JI(`salestax.HLP',`Processing_late_or_deficient_tax_payments')‚ÿ Processing late or deficient tax payments™0}ǹÈi ¢€`€:V˜š‚Æ€†x€–D!,JI(`salestax.HLP',`Document_sources_how_to_set_up')‚ÿ How to set up a document source (overview)& ÈHÉi ¢€L€:V˜š‚Æ€†x€–D!,JI(`salestax.HLP',`Accounting_in_InForum_OVERVIEW')‚ÿ Accounting in InForum (overview)€*¹ÈÈÉV |€T€:V˜š‚Æ€†L€€D!,JI(`salestax.HLP',`CONTROLS')€‚ÿ Entering system controls (overview)`/HÉ(Ê1G€€€(ʥ˴Setting up accounting for business license fees^3ÈɆÊ+ &€f€>˜ŒJ˜š€€‚ÿSetting up accounting for business license feesß´(ÊeË+ $€i€:V˜š€€‚ÿOn the Control Values form (Forms menu), use the Business License Account settings to specify the default reason code and the accounts to post transactions to for license fees.@†Ê¥Ë0 0€ €zœVÇ€šS‚Æ€ƒ€‚ÿControlSets¿eË©ÌE X€€zVÇ€šS‚Æ€€ƒ€‚€€ƒâoã1‰€‚ÿReasonDefault reason code for license fee paymentsAccountThe account type (Revenue, Expenditure, or Balance Sheet) and number for the originating entries for license fee payments§}¥ËPÍ* $€ú€:VÇ€š‚Æ€‚ÿEnter the account number, including delimiters. Your Accounting Department can give you the correct account number format.ˆU©ÌØÍ3 6€ª€:VÇ€š‚Æ€€€€‚ÿIf you don’t specify an account for license fees, the standard account is used.ÂPÍšÎC V€þ€zVÇ€šS‚Æ€€ƒë‚N€ ‰€€‚ÿSourceThe document source that determines how items will summarize when license fees are posted to the General Ledger}JØÍÏ3 6€”€:VÇ€š‚Æ€€€€‚ÿIf you don’t specify a document source, the standard source is used.8 šÎOÏ, (€€: V˜š‚Æ€€‚ÿSee Alsož*Ï t ¸€T€:V˜š‚Æ€†Ž€¡D!,JI(`salestax.HLP',`Processing_business_license_fees_overview')‚ÿ Processing business license renewalsOÏ ÈÉ™0OÏ¥i ¢€`€:V˜š‚Æ€†x€–D!,JI(`salestax.HLP',`Document_sources_how_to_set_up')‚ÿ How to set up a document source (overview)& 4i ¢€L€:V˜š‚Æ€†x€–D!,JI(`salestax.HLP',`Accounting_in_InForum_OVERVIEW')‚ÿ Accounting in InForum (overview)€*¥´V |€T€:V˜š‚Æ€†L€€D!,JI(`salestax.HLP',`CONTROLS')€‚ÿ Entering system controls (overview)W&4 1;… eo Switching on General Ledger accountingU*´`+ &€T€>˜ŒJ˜š€€‚ÿSwitching on General Ledger accountingÄ’ $2 2€%€:V˜š€‚€€€‚ÿUse the final two fields on the Control Values form (Forms menu) to set up General Ledger accounting for the Sales Tax System.Ledger accounting for the Sales Tax system is performed indirectly using an import file. If ledger accounting is in use, when you post receipts, an export file is saved. You then import this file into InForum’s General Ledger module to generate general journal entries.A`e1 2€ €zœV š‚ €ƒ€‚ÿControlSetsi$$ÎE X€I€zŒV š‚ €ƒ€€‚€ƒ‚€ƒ€€‚ÿExport PathExport path and filename for General Ledger exportsEnter the full export pathname to be used for the export file. The export file is generated when you post receipts. Enter the full filename and path. This field is case-sensitive; the path should be entered in lowercase.Caution Posting receipts overwrites the export file with the new ledger entries. To avoid overwriting entries not yet in the General Ledger, import the file to the General Ledger immediately after posting receipts, or rename the file for later import.ÏeÒ5 8€Ÿ€zŒV š‚ €ƒ€€‚ÿPost GLEnter Yes to have the Sales Tax System save an export file each time that you post tax returns, adjustments, penalties, or license fees. The export file is then imported into the General Ledger.9 Î - *€€: V˜š‚ €€‚ÿSee Also¹?ÒÄz Ä€~€:V˜š‚ €†Œ€ D!,JI(`salestax.HLP',`Importing_external_journal_entries_to_GL')€€‚ÿ Importing journal entries into InForum’s General Ledgerš0 ^ j ¤€`€:V˜š‚ €†x€–D!,JI(`salestax.HLP',`Document_sources_how_to_set_up')‚ÿ How to set up a document source (overview)&Äî j ¤€L€:V˜š‚ €†x€–D!,JI(`salestax.HLP',`Accounting_in_InForum_OVERVIEW')‚ÿ Accounting in InForum (overview)*^ o W ~€T€:V˜š‚ €†L€€D!,JI(`salestax.HLP',`CONTROLS')€‚ÿ Entering system controls (overview)Pî ¿ 1ïÿÿÿÿÿÿÿÿ ¿  qJWelcome to the Sales Tax SystemN#o  + &€F€>˜ŒJ˜š€€‚ÿWelcome to the Sales Tax SystemÖ«¿ ã + $€W€:V˜š€€‚ÿThe Sales Tax System is designed to process sales taxes and license fees. It includes the following features for sales taxes, business licenses, and business accounts.9  * $€€:¨R˜š€€‚ÿSales taxesl>ã ˆ . ,€|€zVÈšP‚H€ ƒ€‚ÿ§Set up custom tax frequencies for individual businesses.€R  . ,€¤€zVÈšP‚H€ ƒ€‚ÿ§Automatically generate tax return forms for all businesses that should file.ᲈ é / ,€e€zVÈšP‚H€ ƒ€‚ÿ§Generate notices for deficient and delinquent tax payments, and generate assessment notices. Print a Delinquency Listing to find businesses that are behind in tax payments.¨z ‘. ,€ô€zVÈšP‚H€ ƒ€‚ÿ§Enter returns to record tax filings, automatically generate receipts for tax payments, and update business accounts.‹]é . ,€º€zVÈšP‚H€ ƒ€‚ÿ§Automatically calculate interest and penalties for late taxes as you enter tax returns.Ïš‘ @5 8€5€zVÈšP‚H€ ƒ€€€‚ÿ§For tax assessments, estimate delinquent taxes based on a business’s estimated gross sales or the largest previous tax filing (the larger figure). @o Óžß@5 8€=€zVÈšP‚H€ ƒ€€€‚ÿ§Perform ledger accounting using InForum’s General Ledger. This is done through an extract file that is generated automatically when you post receipts.Íž @¬A/ ,€=€zVÈšP‚H€ ƒ€‚ÿ§Set low and high penalty rates for taxes. Businesses move to the high penalty rate if they receive more than three assessments during a two-year period.œhß@HB4 8€Ð€zVÈšP‚H€ ƒ€€€‚ÿ§Check the filing status for a business—including deficiency, delinquency, and assessment counts.S%¬A›B. ,€J€zVÈšP‚H€ ƒ€‚ÿ§Enter adjustments to tax bills.§yHBBC. ,€ò€zVÈšP‚H€ ƒ€‚ÿ§To track the status of tax items, print Receipts, Open Items, Account Adjustments, and Accounts Receivable reports.A›BƒC, (€*€:¨R˜š‚H€€‚ÿBusiness licensesi;BCìC. ,€v€zVÈšP‚H€ ƒ€‚ÿ§Process renewal notices at the beginning of the year.ÓžƒC¿D5 8€=€zVÈšP‚H€ ƒ€€€‚ÿ§Perform ledger accounting using InForum’s General Ledger. This is done through an extract file that is generated automatically when you post receipts.…WìCDE. ,€®€zVÈšP‚H€ ƒ€‚ÿ§Generate delinquency notices for businesses that are late in paying license fees.oA¿D³E. ,€‚€zVÈšP‚H€ ƒ€‚ÿ§Check approval and renewal dates for individual businesses.ADEôE, (€*€:¨R˜š‚H€€‚ÿBusiness accountsªv³EžF4 8€ì€zVÈšP‚H€ ƒ€€€‚ÿ§Maintain up to three business addresses—including the location as well as the sales tax and license addresses.µ†ôESG/ ,€ €zVÈšP‚H€ ƒ€‚ÿ§Classify businesses based on business types, sales types, owner types, and location types. Use these classifications in reports.ᲞF4H/ ,€e€zVÈšP‚H€ ƒ€‚ÿ§View open items or transaction history for a business. Find businesses based on transaction history. Print Open Items, Transaction History, and Accounts Receivable reports. ëSGTI5 8€×€zVÈšP‚H€ ƒ€€€‚ÿ§View a business’s filing status, including deficiency, delinquency, and assessment counts; estimated gross sales for a tax period and estimated employees; last tax return and last filing; license approval date and renewal date.¨z4HüI. ,€ô€zVÈšP‚H€ ƒ€‚ÿ§Automatically move businesses to the high penalty rate when they receive three assessments within a two-year period.uGTIqJ. ,€Ž€zVÈšP‚H€ ƒ€‚ÿ§Print a Business Listing, with comprehensive account information.BüI³J1Hÿÿÿÿÿÿÿÿ ÿÿÿÿ³J¹Koriginating entry@qJóJ+ &€*€>˜ŒR˜š€€‚ÿoriginating entryÆ‘³J¹K5 8€#€> V˜š€€€€€‚ÿThe ‘originating entry’ for a transaction denotes the leading, or originating, accounting entry that spawns balance sheet summary entries.R!óJ L1 ÿÿÿÿÿÿÿÿ LWLì‡Query-by-Example techniques (QBE)L$¹KWL( €H€>˜ŒJ˜š€‚ÿQuery-by-Example techniques (QBE)a L¸L] Š€€:°˜š€†d€‹D!Overview,JI(`salestax.HLP',`QBE_Overview')‚ÿBWLúL2#4€  €€` œV€‚ÿÿÿQBE Operatorsäp¸LÞMt#¸€à á €€` œVÿ€€` V€‚ÿV€ €` V€€ €€ €€ €€ €€ €‚ÿÿÿ*Multi-character wildcard. Matches any number of characters. Example: a* matches a, ab, or abcÙsúL·Nf#œ€æ á €€` V€‚ÿV€€` V€€ €€ €€ €€ €€ €‚ÿÿÿ?Single-character wildcard. Matches any single character. Example: a* matches ab, but not a or abcòÞM©OU#x€; á €€` V€‚ÿ2€€` V€€ €€ €‚ÿÿÿ>Greater than. Selects all records with a value greater than the one entered. Example: >12/31/1997 selects all documents dated after Dec. 31, 1997¹·NÆ€X#~€s á  €€` V€ €‚ÿ2€ €` V€€ €€ €‚ÿÿ©OÆ€¹Kÿ>Greater than or equal to. Matches all records with a value greater than or equal to the one entered. Example: >12/31/1997 selects all documents dated Dec. 31, 1997 or later혩O³U#x€1 á €€` V€‚ÿ2€€` V€€ €€ €‚ÿÿÿ<Less than. Selects all records with a value less than the one entered. Example: <12/31/1997 selects all documents dated before Dec. 31, 1997·Æ€‚X#~€o á  €€` V€ €‚ÿ2€ €` V€€ €€ €‚ÿÿÿ<Less than or equal to. Matches all records with a value less than or equal to the one entered. Example: <12/31/1997 selects all documents dated on or before Dec. 31, 1997®Z³pƒT#x€´ á €€` V€‚ÿ2€ €` V€€ €€ €‚ÿÿÿ<>Not equal to Example: <>WA selects records from a state other than Washington[ô‚Ë„g#œ€é á €€` V€‚ÿV€€` V€‚€ € €€ €€ €€€‚ÿÿÿ=Equal to (Implied if no operator is entered). To select all records with no entry in a field, enter equal with no value.Examples:=WA or WA selects records from Washington State= alone selects all documents with no field entryú¤pƒÅ…V#z€I á €€` V€‚ÿ4€€` V€‚€ €€ €‚ÿÿÿ:Range. Selects documents in the range that the first and last values define.Example: 98101:98110 selects records with ZIP codes from 98101 through 98110Ë„ȇt#¶€ á €€` V€‚ÿp€€` V€€€€€‚€€€€‚€ € €€ €‚ÿÿÿ|Alternation (“or”). Selects records with any of the specified values.You can use QBE operators on either side of the “or” operator. For example, you could select businesses with a balance less than $100 or greater than $500.Examples:WA|OR|CA selects all records from Washington, Oregon, or California<100|>500 selects all records with values less than 100 or greater than 500$Å…ì‡" €€€ÿ= ȇ)ˆ1Êÿÿÿÿÿÿÿÿ )ˆ‚ˆŽQBE OverviewY.쇂ˆ+ &€\€>˜ŒJ˜š€€‚ÿQuery-by-Example techniques (QBE) overviewùÍ)ˆ{‰, &€›€:V˜š€‚€‚ÿUse Query-by-Example (QBE) techniques to select a set of records based on field values. You can use QBE techniques to select records for data entry, reports, mailings, and processes.With QBE, you can:tF‚ˆï‰. ,€Œ€zVÈšP‚H€ ƒ€‚ÿ§Use a wildcard character (* or ?) to match a partial field valuesE{‰bŠ. ,€Š€zVÈšP‚H€ ƒ€‚ÿ§Using QBE operators to define relationships among field values ƒUï‰åŠ. ,€ª€zVÈšP‚H€ ƒ€‚ÿ§Enter QBE criteria in multiple fields to select records that match all criteria`2bŠE‹. ,€d€zVÈšP‚H€ ƒ€‚ÿ§Leave all fields blank to select all recordsÿÕåŠDŒ* "€«€:œV˜š‚H€‚ÿFor example, you can select a single business based on the business number, name, or address information; all businesses within one or more ZIP code areas; or all businesses with balances due greater than $100.³‰E‹÷Œ* "€€:V˜š‚H€‚ÿBy making multiple field entries, you could select all businesses with balances due whose last return was filed before a certain date.a5DŒX, (€j€:V˜š‚H€€‚ÿTo select all businesses, leave all fields blank.8 ÷Œ, (€€: V˜š‚H€€‚ÿSee Also‹(XŽc –€P€:V˜š‚H€†f€D!,JI(`SALESTAX.HLP',`HOW_TO_QBE_Techniques')€‚ÿ Query-By-Example techniques (QBE)C^Ž1ÿÿÿÿÿÿÿÿ^ŽŸŽyKeyboard shortcutsAŽŸŽ+ &€,€>˜ŒJ˜š€€‚ÿKeyboard shortcuts6 ^ŽáÀ- (€€:V˜š€‚‚€‚ÿYou can use keyboard shortcuts to operate the Sales Tax System without ever using a mouse. Pressing the key combination is the same as clicking the appropriate button or choosing that item from the menu.For key combinations, hold down the first key while pressing the underlined letter from the menu title ŸŽáÀŽor button. For example, on data-entry forms, you can press Ctrl+F to display the Find dialog box.For any command that can be activated with the Ctrl key, the key combination is listed to its right on the menu.=ŸŽÁ* $€&€:¨R˜š€€‚ÿAccessing menus[áÀyÁH#`€&€ X €€` œV€‚ÿ€€` œV€‚ÿÿÿTo displayUselÁåÁY#‚€&€ X €€` œVÿ€€` V€‚ÿ €€` V€€‚ÿÿÿForms Alt+F\yÁAÂK#f€"€ X €€` V€‚ÿ €€` V€€‚ÿÿÿEdit Alt+E`åÁ¡ÂK#f€*€ X €€` V€‚ÿ €€` V€€‚ÿÿÿNavigate Alt+NaAÂÃK#f€,€ X €€` V€‚ÿ €€` V€€‚ÿÿÿProcesses Alt+P`¡ÂbÃK#f€*€ X €€` V€‚ÿ €€` V€€‚ÿÿÿMailings Alt+M_ÃÁÃK#f€(€ X €€` V€‚ÿ €€` V€€‚ÿÿÿReports Alt+R_bà ÄK#f€(€ X €€` V€‚ÿ €€` V€€‚ÿÿÿWindows Alt+WmÁÃÄ[#†€$€ X €€` Vÿ€€`V€‚ÿ"€€`V€€‚ÿÿÿHelp Alt+HL" ÄÙÄ* $€D€:¨R˜š€€‚ÿFinding and displaying recordsT Ä-ÅH#`€d Ü €€` œV€‚ÿ€ €` œV€‚ÿÿÿTo UseŒ3ÙĹÅY#‚€fd Ü €€` œVÿ€€` V€‚ÿ €R€` V€€‚ÿÿÿFind businesses based on QBE criteriaCtrl+F•J-ÅNÆK#f€”d Ü €€` V€‚ÿ €€€` V€€‚ÿÿÿFind businesses based on QBE criteria for transaction historyCtrl+Hy.¹ÅÇÆK#f€\d Ü €€` V€‚ÿ €H€` V€€‚ÿÿÿBrowse a list of selected recordsCtrl+B|1NÆCÇK#f€bd Ü €€` V€‚ÿ €H€` V€€‚ÿÿÿMove to the first record in a setCtrl+Home|1ÇÆ¿ÇK#f€bd Ü €€` V€‚ÿ €<€` V€€‚ÿÿÿMove to the previous recordCtrl+Left arrowy.CÇ8ÈK#f€\d Ü €€` V€‚ÿ €4€` V€€‚ÿÿÿMove to the next recordCtrl+Right arrowr'¿ÇªÈK#f€Nd Ü €€` V€‚ÿ €6€` V€€‚ÿÿÿMove to the last record Ctrl+End“88È=É[#†€pd Ü €€` Vÿ€€`V€‚ÿ"€J€`V€€‚ÿÿÿChange to a different open windowAlt+W, window #=ªÈzÉ* $€&€:¨R˜š€€‚ÿEditing recordsS =ÉÍÉH#`€d Ü €€` œV€‚ÿ€ €` œV€‚ÿÿÿToUsey zÉFÊY#‚€@d Ü €€` œVÿ€€` V€‚ÿ €,€` V€€‚ÿÿÿStart a new recordInserts(ÍɹÊK#f€Pd Ü €€` V€‚ÿ €8€` V€€‚ÿÿÿDelete the current recordCtrl+DelDFÊHËK#f€ˆd Ü €€` V€‚ÿ €|€` V€€‚ÿÿÿStart update mode, enabling you to make changes to a recordF2x-¹ÊÀËK#f€Zd Ü €€` V€‚ÿ €F€` V€€‚ÿÿÿCancel edits in the current formCtrl+Kt)HË4ÌK#f€Rd Ü €€` V€‚ÿ €6€` V€€‚ÿÿÿStore the current recordCtrl+Entern#ÀË¢ÌK#f€Fd Ü €€` V€‚ÿ €2€` V€€‚ÿÿÿPrint the current formCtrl+Pd4ÌÍK#f€2d Ü €€` V€‚ÿ €€` V€€‚ÿÿÿRefresh dataCtrl+Ri¢ÌoÍK#f€<d Ü €€` V€‚ÿ €(€` V€€‚ÿÿÿAdd or view notesCtrl+N›PÍ ÎK#f€ d Ü €€` V€‚ÿ €Œ€` V€€‚ÿÿÿVerify the accuracy of values manually entered in calculated fieldsCtrl+Yk oÍuÎK#f€@d Ü €€` V€‚ÿ €2€` V€€‚ÿÿÿMove to the next fieldTabu* ÎêÎK#f€Td Ü €€` V€‚ÿ €:€` V€€‚ÿÿÿMove to the previous fieldShift+Tabx-uÎbÏK#f€Zd Ü €€` V€‚ÿ €D€` V€€‚ÿÿÿMove to the next required fieldShift+*&êÎ [#†€Ld Ü €€` Vÿ€€`V€‚ÿ"€>€`V€€‚ÿÿÿAdd a line to the grid areaTabbÏ ŽŸRbÏ«M#j€¤d Ü €€`V€‚ÿ"€€`V€€‚ÿÿÿExit the Sales Tax System (Be sure to close any open windows first.)Alt+F46 á* $€€: V˜š€€‚ÿSee Also˜#«yu º€F€:V˜š€†”€¤D!,JI(`SALESTAX.HLP>picture',`HOW_TO_Working_with_data_entry_forms')‚ÿ Working with data-entry forms= á¶1\ÿÿÿÿÿÿÿÿ¶ñ Getting help;yñ+ &€ €>˜ŒJ˜š€€‚ÿGetting helpϘ¶À7 <€1€:V˜š€€€€€€‚ÿThe Sales Tax System gives you help where you work—for fields and the current screen—in addition to the Help Topics dialog box on the Help menu.Fñ- *€2€œV˜‚9€ƒ€‚ÿFor help withDo thisLÀR9 @€'€zV9¦á~‚9€ƒ€€‚ƒ‚ƒ‚ÿCurrent screenClick the Help button on each screen to display a screen overview that tells the screen’s purpose and use, with links to procedures and related topics.FieldsEnter a field and press F1 to view the field description. As you enter a field or pass over it with the mouse, you can see a brief field description in the message line at the bottom of the window.ReportsPress F1 from any field to view a report description. From there, you can get QBE instructions and general information about working with reports.W©B R€+€zV9¦á~‚9€ƒ‚ƒãFêTR€ ‰€‚ƒ€‚ÿMailingsPress F1 from any field to get a description of the mailing and a procedure. From there, you can get QBE instructions, information about Word mail merges, and general information about working with mailings.Any topicChoose the Help Topics command (Help menu) to display the Help Topics dialog box, with a table of contents (Contents tab), index (Index tab), and full-text search engine (Find) for finding help topics.ErrorsAny error produces an error message, which will indicate what you need to do differently.5RÞ- *€€: V˜š‚9€€‚ÿHintí¿©Ë. *€€:ŒVÈš‚9€€‚ÿYou can print any help topic, no matter how you display it. From the Contents tab in the Help Topics dialog box, you can print all help topics in a book or all help topics for the system.9 Þ - *€€: V˜š‚9€€‚ÿSee AlsoË… g ž€4€:V˜š‚9€†r€“D!,JI(`salestax.HLP',`HOW_TO_Printing_help_topics')‚ÿ Printing help topics—'  p °€N€:V˜š‚9€†~€™D!,JI(`salestax.HLP',`HOW_TO_Using_the_Help_Topics_dbox')€‚ÿ Using the Help Topics dialog boxE… a 1cÿÿÿÿÿÿÿÿa ¤ Ý@Printing help topicsC ¤ + &€0€>˜ŒJ˜š€€‚ÿPrinting help topicsê¿a Ž + $€€:V˜š€€‚ÿYou can print any help topic, no matter how you display it. From the Contents tab in the Help Topics dialog box, you can print all help topics in a book or all help topics for the system.]¤ ë H#`€*Ô Q €€` œV€‚ÿ€€` œV€‚ÿÿÿTo printDo this§QŽ ’ V#|€¢Ô Q €€` œVÿ€€` V€‚ÿ€>€` V€‚ÿÿÿA field definition or popupClick the right mouse button, and choose Print.Eë  H#`€ŠÔ Q €€` V€‚ÿ€8€` V€‚ÿÿÿAny other displayed topicClick Options, and choose Print Topic.¹q’ Ø H#`€âÔ Q €€` V€‚ÿ€h€` V€‚ÿÿÿTopics from Contents tab (Help Topics dialog box)Print a single topic, all topics, or the topics in a book:œ= t_#Ž€zÔ Q €€` V€‚ÿ€€` Vÿ,€€`zV²šP‚2€ ƒ€‚ÿÿÿ§To print a topic, click Print from the topic entry.ÀJØ 4v#¼€”Ô Q €€`zV²šP‚2ÿ€€` V‚2€‚ÿ€€` V‚2ÿ,€ €`zV²šP‚2€ ƒ€‚ÿÿÿ§To print all topics in a book, click Print from the book entry.ænt&@x#À€ÜÔ Q €€`zV²šP‚2ÿ €€`V‚2€‚ÿ€€`V‚2ÿ,€ €`zV²šP‚2€ ƒ€‚ÿÿÿ§To print all topics for the Sales Tax System, click Print from the first bo4&@ ok on the Contents  tab.8 4^@, (€€: V˜š‚2€€‚ÿSee Also&@Ý@a ’€<€:V˜š‚2€†b€‹D!,JI(`salestax.HLP',`HOW_TO_Getting_help')€‚ÿ Getting help (overview)N^@+A1ˆÿÿÿÿ»+AwAÎCUsing the Help Topics commandL!Ý@wA+ &€B€>˜ŒJ˜š€€‚ÿUsing the Help Topics commandk@+AâB+ $€€:V˜š€€‚ÿUse the Help Topics command (Help menu) to start a Windows help utility that gives you access to a task-oriented table of contents (Contents tab) for help topics, an index (Index tab), or a search engine for entering your own queries (Find tab). Click a tab in the following illustration to get information about it.9wAC4 8€ €>V˜š€‡"€€‚ÿ6 âBQC* $€€: V˜š€€‚ÿSee Also}CÎC_ Ž€<€:V˜š€†b€‹D!,JI(`salestax.HLP',`HOW_TO_Getting_help')€‚ÿ Getting help (overview)KQCD1s *€ ˆDbD¤NContents tab (Help Topics)IÎCbD+ &€<€>˜ŒJ˜š€€‚ÿContents tab (Help Topics)½’DE+ $€%€:V˜š€€‚ÿThe Contents tab in the Help Topics dialog box is similar to the Table of Contents in a book, but better: you can click a topic to display it.­bDÌE. ,€þ€zVÈšP‚H€ ƒ€‚ÿ§A closed book icon indicates a section with subtopics. Double-click the entry to open the book and display its subtopics.‚TENF. ,€¨€zVÈšP‚H€ ƒ€‚ÿ§A ? icon identifies an individual topic. Double-click the topic to display it.5 ÌEƒF, (€€: V˜š‚H€€‚ÿHintsÙNF—G; D€³€zŒVúšP‚z€ ƒ€€€€€‚ÿ§You can use the Contents tab to print a ‘book,’ a topic, or the all topics in the help system. Highlight the book or topic that you want to print, and choose Print. To print all topics, print the first book.굃FH5 8€k€zŒVúšP‚z€ ƒ€€€‚ÿ§If you don’t see a Contents tab in the Help Topics dialog box, check the folder for your help system (the Salestax.HPJ file) to make sure there is a Salestax.CNT file in it.T(—GÕH, (€P€:¨R˜š‚z€€‚ÿThe contents of the Sales Tax System‚VHWI, (€¬€:V˜š‚z€€‚ÿThe Contents tab in the Sales Tax System helps you find the following information.v%ÕHÍIQ#r€J¤ u ,€€` œV€€€€‚ÿ€€` œV€‚ÿÿÿ‘Book’Gives this informationÆpWI“JV#|€à¤ u €€` œVÿ€€` V€‚ÿ€&€` V€‚ÿÿÿGetting StartedWhat the Sales Tax System can do for you; getting help; using menus, screens, and programs¢ZÍI5KH#`€´¤ u €€` V€‚ÿ€@€` V€‚ÿÿÿMaintaining business accountsAdding a business; getting information about businesses¹“J8LJ#b€s¤ u €€` V€‚ÿ€8€` V€‚ÿÿÿProcessing the sales taxMailing tax returns and notices related to them; processing returns, receipts, and adjustments; processing penalty increases; calculating monthly interest«c5KãLH#`€Æ¤ u €€` V€‚ÿ€>€` V€‚ÿÿÿProcessing business licensesThe steps that you perform to process business licenses each year¦^8L‰MH#`€¼¤ u €€` V€‚ÿ€4€` V€‚ÿÿÿSales Tax System setup Entering codes and controls; setting up General Ledger accounting6 ãL¿M* $€€: V˜š€€‚ÿSee AlsoåB‰M¤N£ „€:V˜š€†~€™D!,JI(`salestax.HLP',`HOW_TO_Using_the_Help_Topics_dbox')‚†b€‹D!,JI(`salestax.HLP',`HOW_TO_Getting_help')€‚ÿ Using the Help Topics dialog box Getting help (overview)H¿MìN1»!ìN2OÛ‚Index tab (Help Topics)F¤N2O+ &€6€>˜ŒJ˜š€€‚ÿIndex tab (Help Topics) vìNÒO* $€ì€:V˜š€€‚ÿUse the Index tab in the Help Topics dialog box to choose a help topic from an alphabetical list of help keywords.´…2O’€/ ,€ €zVÈšP‚H€ ƒ€‚ÒO’€¤Nÿ§Type words in the text box at the top to move to an area of the list. Or scroll through the list using the vertical scroll bar.ÑÒO’/ ,€£€zVÈšP‚H€ ƒ€‚ÿ§Double-click an index entry to display the topic. If more than one topic is associated with an entry, double-clicking it displays a list of available topics; double-click the topic that you want to view.8 ’€Ê, (€€: V˜š‚H€€‚ÿSee Also’&’\‚l ¨€L€:V˜š‚H€†~€™D!,JI(`salestax.HLP',`HOW_TO_Using_the_Help_Topics_dbox')‚ÿ Using the Help Topics dialog boxÊÛ‚a ’€<€:V˜š‚H€†b€‹D!,JI(`salestax.HLP',`HOW_TO_Getting_help')€‚ÿ Getting help (overview)G\‚"ƒ1S ˆÿÿÿÿ"ƒgƒ‰ˆFind tab (Help Topics)EÛ‚gƒ+ &€4€>˜ŒJ˜š€€‚ÿFind tab (Help Topics)4 "ƒ›„+ $€€:V˜š€€‚ÿUse the Find tab in the Help Topics dialog box to search for words or phrases in help topics. When you first use this tab, the system must build the word list from the help file. It will guide you through this. Then you will see the Find dialog box shown below.Ø©gƒs…/ ,€S€zVÈšP‚H€ ƒ€‚ÿ§To conduct a simple search, enter the words you want to search for in box 1. You can use Boolean operators to search for topics that match more than one criterion.²ƒ›„%†/ ,€€zVÈšP‚H€ ƒ€‚ÿ§Box 3 displays the topics that match the entry in box 1. Double-click a topic to display it. Or select it and choose Display.à±s…‡/ ,€c€zVÈšP‚H€ ƒ€‚ÿ§Box 2 lists phrases that match your entry in box 1. To refine your search, you can remove a phrase by canceling its selection. This removes the matching topics from box 3.;%†@‡6 <€ €>°V˜š‚H€‡"€€‚ÿ8 ‡x‡, (€€: V˜š‚H€€‚ÿSee Also’&@‡ ˆl ¨€L€:V˜š‚H€†~€™D!,JI(`salestax.HLP',`HOW_TO_Using_the_Help_Topics_dbox')‚ÿ Using the Help Topics dialog boxx‡‰ˆa ’€<€:V˜š‚H€†b€‹D!,JI(`salestax.HLP',`HOW_TO_Getting_help')€‚ÿ Getting help (overview)N ˆ׈1£ÿÿÿÿÿÿÿÿ׈#‰zÀWorking with data-entry formsL!‰ˆ#‰+ &€B€>˜ŒJ˜š€€‚ÿWorking with data-entry formsx׈›‹\ †€9€:V˜š€€€€€ã%D¶…€ ‰€‚ã¾m_–€ ‰€ãíp€€ ‰€€‚ÿUse programs on the Forms menu to enter or update records. The first four forms—Tax Returns, Receipts, Adjustments, and Businesses—are used in daily data entry. The next group are code forms that are used during system setup, to define tax periods, set system controls, and enter reason codes, business types, and frequency codes.For descriptions of commands used with data-entry forms, click the buttons in the following illustration. You can access commands on forms and from the Edit menu and the Navigate menu menu.9#‰Ô‹4 8€ €>V˜š€†"€€‚ÿ/›‹Œ' €€: V˜š€‚ÿHintsÜ•Ô‹ߌG \€+€zŒVúšP‚z€ ƒ€ãâ·[€ ‰€㤼æ`€ ‰€‚ÿ§You can also choose these commands from the Sales Tax System menus across the top of the window (not shown). Or use keyboard shortcuts.Ë–Œª5 8€-€zŒVúšP‚z€ ƒ€€€‚ÿ§If you can’t see all of a form, drag its right or bottom border to enlarge the display. You can also do this with the Sales Tax System window.8 ߌâ, (€€: V˜š‚z€€‚ÿSee Also”$ªvŽp °€H€:V˜š‚z€††€D!,JI(`salestax.HLP',`HOW_TO_Finding_and_displaying_records')‚ÿ Finding and displaying records‡'âýŽ` €N€:V˜š‚z€†f€ŒD!,JI(`salestax.HLP',`HOW_TO_QBE_Techniques')‚ÿ Query-by-Example techniques (QBE)‰!vŽ†h  €B€:V˜š‚z€†v€•D!,JI(`SALESTAX.HLP>procedur',`HOHW_TO_Notes_button')‚ÿ Attaching notes to a record|ýŽÀd ˜€0€:V˜š‚z€†n€‘D!,JI(`salestax.HLP',`HOW_TO_Keyboard_Shortcuts')‚ÿ Keyboard shortcuts†À‰ˆl†zÀU z€.€:V˜š‚z€†P€‚D!,JI(`salestax.HLP',`Forms_menu')‚ÿ Overview of formsEÀ¿À1ÿÿÿÿÿÿÿÿ¿ÀÁÙÃWorking with reportsCzÀÁ+ &€0€>˜ŒJ˜š€€‚ÿWorking with reports4¿À6Â- (€€:V˜š€‚‚€‚ÿThe Reports menu gives you access to the reports that are shipped with the Sales Tax System.You can change printers and preview the reports before printing them.For descriptions of commands used with reports, click the buttons in the following illustration.9ÁoÂ4 8€ €>V˜š€†"€€‚ÿ6 6Â¥Â* $€€: V˜š€€‚ÿSee Also4]oÂÙÃ× ~º€:V˜š€†x€–D!,JI(`SALESTAX.HLP>procedur',`HOW_TO_QBE_Techniques')‚†x€–D!,JI(`SALESTAX.HLP>procedur',`HOW_TO_Sort_By_button')‚†T€„D!,JI(`salestax.HLP',`Reports_Menu')‚ÿ Query-by-Example techniques (QBE) Sorting records in a report Overview of reportsL¥Â%Ä1Aÿÿÿÿÿÿÿÿ%ÄoÄÈSorting records in a reportJÙÃoÄ+ &€>€>˜ŒJ˜š€€‚ÿSorting records in a report·y%Ä&Æ> J€ó€:V˜š€â¿ôŸ€ ‰€‚€€€‚ÿUse the Sort By button on report screens to determine the order in which records are presented in a report.Specify as many sort keys as you need. The sorts will be performed in the order in which you list the fields. For example, to sort businesses in a report by street name within a ZIP code, you would enter two sort keys—ZIP code (key 1) and street name (key 2).BoÄhÆ- *€*€z¨R¶šb‚6€€‚ÿTo add a sort keyò¶&ÆZÇ< F€o€zVÈšP‚H€ƒ‚ƒ†"€‚ƒ€‚ÿ1Under available fields, highlight the sort key that you want to use.2To move the key to the right column, choose .3Repeat these steps to add as many sort keys as you need.ChÆÇ, (€.€:¨R˜š‚H€€‚ÿTo remove sort keyst=ZÇÈ7 >€|€zVÈšP‚H€ ƒ€†"€‚ÿ§To remove a single sort key, highlight it and choose .n7ÇÈ7 >€p€zVÈšP‚H€ ƒ€†"€‚ÿ§To remove all sort keys and start over, choose .V%ÈÕÈ1êÿÿÿÿÿÿÿÿÕÈ)ÉâÎSelecting a record from a browse listT)È)É+ &€R€>˜ŒJ˜š€€‚ÿSelecting a record from a browse listœfÕÈÅÉ6 <€Ì€:V˜š€ãhò³€ ‰€€‚ÿBefore using the Browse command, use the Find command to select a set of records to work with.`3)É%Ê- *€f€z¨R¶šb‚6€€‚ÿTo select and display a record in a browse listb4ÅɇÊ. ,€h€zVÈšP‚H€ƒ€‚ÿ1Move to the record using any of these methods:S%%ÊÚÊ. ,€J€zVúšP‚z€ ƒ€‚ÿ§Use the Up and Down arrow keys.|N‡ÊVË. ,€œ€zVúšP‚z€ ƒ€‚ÿ§Use the vertical scroll bar to scroll the item into view. Then click it.“YÚÊéË: D€²€zVúšP‚z€ ƒ€â(€ ‰€‚ÿ§Use the Navigate commands to move to the first, previous, next, or last record.»‹VˤÌ0 .€€:VÈš‚z€€€‚ÿHint To get more information about a record, use the horizontal scroll bar to scroll the column display right, revealing more fields.GéËëÌ. ,€2€zVÈšP‚H€ƒ€‚ÿ2Display the record:J¤Ì5Í. ,€8€zVúšP‚z€ ƒ€‚ÿ§Double-click the item.4ëÌiÍ, (€€:Vúš‚z€€‚ÿ-Or-B5Í«Í. ,€(€zVúšP‚z€ ƒ€‚ÿ§Choose Select.GiÍòÍ- *€4€z¨R¶šb‚6€€‚ÿTo print a browse listA«Í3Î. ,€&€zVÈšP‚H€ ƒ€‚ÿ§Choose Print.d7òÍ—Î- *€n€z¨R¶šb‚6€€‚ÿTo close a browse window without selecting a recordK3ÎâÎ. ,€:€zVÈšP‚H€ ƒ€‚ÿ§Choose Close or Cancel.L—Î.Ï1 ÿÿÿÿÿÿÿÿ.ÏxÏ\Attaching notes to a recordJâÎxÏ+ &€>€>˜ŒJ˜š€€‚ÿAttaching notes to a record®ƒ.Ï2+ $€€:V˜š€€‚ÿUse the Notes command to view or add notes for a record. Each record has a single set of notxÏ2âÎes, which you can add to or update.M xÏ- *€@€z¨R¶šb‚6€€‚ÿTo attach a note to a recordsE2ò. ,€Š€zVÈšP‚H€ƒ€‚ÿ1With the record displayed on the data-entry form, choose Notes.Éœ»- (€9€:VÈš‚H€€‚ÿThe Notes dialog box shows all notes that have been added for the record. The area under the command buttons identifies the record that you are viewing.ÄòE X€€zVÈšP‚H€ƒ†"€ ‚ƒ‚ƒ†"€€‚ÿ2In the Notes dialog box, choose to add or update notes.3Enter the text for the note.4Choose to store the updates.¿’»>- (€%€:VÈš‚H€€‚ÿThis saves the entire record in addition to the attached notes. If you have changed the main record, you will be asked to confirm the changes.wIµ. ,€’€zVÈšP‚H€ƒ€‚ÿ5At the prompt, confirm that you want to save changes to the record.K>- *€<€z¨R¶šb‚6€€‚ÿTo view notes for a record³‚µ³1 0€€zVÈšP‚H€ƒ‚ƒ€‚ÿ1With the record displayed on the data-entry form, choose Notes.2Use the scroll bar to scroll the text of the note display.3æ, (€€: V˜š‚H€€‚ÿTipv=³\9 @€{€:ŒVÈš‚H€â(€ ‰€€‚ÿYou can use the Navigator buttons in the Notes dialog box to view notes for other records in the selected set. The area under the command buttons identifies the record that you are viewing. When you return to the main data-entry form, the last record that you viewed in the Notes dialog box will be displayed.Hæ¤1h ÿÿÿÿÿÿÿÿ¤ê&AWorking with code formsF\ê+ &€6€>˜ŒJ˜š€€‚ÿWorking with code formsÙ¤ï, &€³€:V˜š€‚€‚ÿEach line in the grid area of a code form displays a record, which is updated independently of the other records.For descriptions of commands used with code forms, click the buttons in the following illustration.9ê(4 8€ €>V˜š€†"€ €‚ÿ/ïW' €€: V˜š€‚ÿHintsÜ•(3 G \€+€zŒVúšP‚z€ ƒ€ãâ·[€ ‰€㤼æ`€ ‰€‚ÿ§You can also choose these commands from the Sales Tax System menus across the top of the window (not shown). Or use keyboard shortcuts.„VW· . ,€¬€zŒVúšP‚z€ ƒ€‚ÿ§You can drag the boundaries between column headings to widen or reduce a column.Ë–3 ‚ 5 8€-€zŒVúšP‚z€ ƒ€€€‚ÿ§If you can’t see all of a form, drag its right or bottom border to enlarge the display. You can also do this with the Sales Tax System window.B· Ä - *€*€z¨R¶šb‚6€€‚ÿTo add a new code–:‚ Z \ †€{€zVÈšP‚H€ƒ†"€‚ƒ€€‚ƒ€€‚ƒ†"€†"€ €‚ÿ1To insert a blank line in the grid, choose .2In the Code field, enter a unique alphanumeric code. The system will not accept a duplicate code.3In the Description field, enter a code description for use in data displays and reports.4To store the new code, choose . (To discard the code, choose .)k<Ä Å / .€x€:VÈš‚H€€€‚ÿNote You can enter multiple codes before storing them.AZ  - *€(€z¨R¶šb‚6€€‚ÿTo modify a code1áÅ 7P n€É€zVÈšP‚H€ƒ‚ƒ†"€ ‚ƒ‚ƒ†"€†"€ €‚ÿ1Use the Navigator buttons, arrow keys, or scroll bar to move to the record.2To start update mode, choose .3Change either the code or the description.4To store the changes, choose . (To cancel changes, choose .)A x- *€(€z¨R¶šb‚6€€‚ÿTo delete a codeĈ7<< F€€zVÈšP‚H€ƒ‚ƒ†"€ ‚ƒ€‚ÿ1Use the Navigator buttons, arrow keys, or scroll bar to move to the record.2Choose .3At the Delete Record? prompt, choose OK.7 xs, (€€: V˜š‚H€€‚ÿCaution t<@, (€è€:ŒVÈš‚H€€‚ÿIf you change or delete a code that is in use, history displays and reports will give an inaccurs@\ate description.8 sW@, (€€: V˜š‚H€€‚ÿSee Alsoe@¼@U z€ €:V˜š‚H€†P€‚D!,JI(`salestax.HLP',`Forms_menu')‚ÿ Forms menujW@&AL h€<€:V˜š‚H€†8€tD!,AL(`Codes',0,`',`')€‚ÿProcedures for code formsM¼@sA1¢ÿÿÿÿÿÿÿÿsA¾A/EWorking with process screensK &A¾A+ &€@€>˜ŒJ˜š€€‚ÿWorking with process screensGsADE X€€:V˜š€ã ®€ ‰€‚ãÙî“û€ ‰€‚€‚ÿUse the programs on the Processes menu to post tax returns, receipts, and adjustments and calculate monthly interest.These processes share common elements. All process screens allow you to enter Query-by-Example criteria to select records. Before performing a process, you can count the records to get a sense of whether the process will succeed. You can then proceed with the process or cancel it.For descriptions of the commands used with processes, click the buttons in the following illustration.9¾A>D4 8€ €>V˜š€‡"€ €‚ÿ6 DtD* $€€: V˜š€€‚ÿSee Also»<>D/E ΀x€:V˜š€†X€†D!,JI(`salestax.HLP',`Processes_menu')‚†@€xD!,AL(`Processes',0,`',`')€‚ÿ Processes menu Procedures for individual processesFtDuE1êÿÿÿÿÿÿÿÿuE¹ErJWorking with mailingsD/E¹E+ &€2€>˜ŒJ˜š€€‚ÿWorking with mailingsj5uE#H5 8€k€:V˜š€ã”NäQ€ ‰€‚‚ÿUse the commands on the Mailings menu to print tax returns and business licenses and to prepare the data for form letters related to late or deficient tax filings and license fees.Tax returns and business licenses are printed directly on pre-printed forms. For other mailings, the program saves the data in a Paradox file, which is used to print form letters in Microsoft Word. The Paradox file and Word master documents are provided with the Sales Tax System. You can edit the master documents as needed, changing the text and the fields that are included. ǹE0IF Z€‘€:V˜š€ë¾m_–€ ‰€‚‚†"€€‚ÿFor all mailings, you can enter Query-by-Example criteria to select business accounts.For descriptions of the commands used with mailings, click the buttons in the following illustration.6 #HfI* $€€: V˜š€€‚ÿSee Also L0IrJÀ P˜€:V˜š€†t€”D!,JI(`SALESTAX.HLP>referenc',`MS_Word_mail_merges')€€€€‚†r€“D!,JI(`SALESTAX.HLP>procedur',`Mailings_menu_MAIL')‚†€cD!,€‚ÿ MS Word ‘mail merges’ Mailings menu Procedures for mailingsOfIÁJ1•ÿÿÿÿÿÿÿÿÁJKz€Finding and displaying recordsM"rJK+ &€D€>˜ŒJ˜š€€‚ÿFinding and displaying recordsAÁJOK- *€(€z¨R¶šb‚6€€‚ÿTo find a record—`KæK7 >€À€zVÈšP‚H€ƒãÙî“û€ ‰€‚ÿ1Choose Find or to display a Query-by-Example (QBE) screen for entering search criteria.0OKL) "€€:Vúš‚H€‚ÿ-Or-‹bæK¡L) "€Ä€:VÈš‚H€‚ÿOn the Businesses form, use the History command to select records based on transaction history.ˆZL)M. ,€´€zVÈšP‚H€ƒ€‚ÿ2To select records, enter QBE criteria in one or more fields on the selection screen.¨|¡LÑM, (€ø€:VÈš‚H€€‚ÿThe Find command will select the records that match all of your criteria. To select all records, leave all fields blank.T&)M%N. ,€L€zVÈšP‚H€ƒ€‚ÿ3Choose OK to select the records.•iÑMºN, (€Ò€: V˜š‚H€€‚ÿThe first record will be displayed. To display other records in the set, use the following procedure.Y,%NO- *€X€z¨R¶šb‚6€€‚ÿTo display records from the selected set fºN³O: D€Ì€zVÈšP‚H€ ƒ€â(€ ‰€‚ÿ§Use the Navigator commands to move to the first, previous, next, or final record in the set.0O €) "€€:Vúš‚H€‚ÿ-Or-³O €rJn4³Oz€: D€h€zVÈšP‚H€ ƒ€㌦ܶ€ ‰€‚ÿ§Use Browse to select a record from a list.: €´€1ÿÿÿÿÿÿÿÿÿÿÿÿ´€•‚sort keys8 z€ì€+ &€€>˜ŒR˜š€€‚ÿsort keys©{´€•‚. *€÷€:V˜š€€ €‚ÿA sort key tells a process which field to use to sort the records in a report. This determines the order in which the records are presented. For some reports, you can set one or more sort keys. For example, you might use the ZIP code as the sort key for a mailing. With multiple sort keys, you could sort businesses by account number or business name within a ZIP code area.Cì€Ø‚1† ÿÿÿÿ Ø‚ƒnWorking with menusA•‚ƒ+ &€,€>˜ŒJ˜š€€‚ÿWorking with menus àØ‚$„+ $€Á€:V˜š€€‚ÿThe menus across the top of your screen give you access to commands in the Sales Tax System. They work like any other menus under Microsoft Windows. You can choose commands from the menus using the mouse or the keyboard.P#ƒt„- *€F€z¨R¶šb‚6€€‚ÿTo choose a command from a menu~P$„ò„. ,€ €zVÈšP‚H€ ƒ€‚ÿ§Click the menu name to drop down a list of commands. Then click a command.4t„&…, (€€:Vúš‚H€€‚ÿ-Or-­ò„Ó…. ,€þ€zVÈšP‚H€ ƒ€‚ÿ§Press Alt and the first letter of the menu name to display the menu. Then type the underlined letter in the command name.Q%&…$†, (€J€:¨R˜š‚H€€‚ÿThe menus in the Sales Tax System‰]Ó…­†, (€º€:V˜š‚H€€‚ÿThe following menus are provided. For more information about a menu, click the menu name.@$†í†2 4€€ZœV #„ =€ƒ€‚ÿMenuTasksT­†AˆF Z€€ZV #‚ ã͘ŒJ˜š€€‚ÿForms menut=©V7 <€{€:V˜š€€€€€€‚ÿUse the commands on the Forms menu to and update records. The first four forms—Tax Returns, Receipts, Adjustments, and Businesses—are used in daily data entry. The next group of five are setup forms, used to define tax periods, set system controls, and enter reason codes, business types, and frequency codes.Aâ—2 4€€ZœV«~„]€ƒ€‚ÿFormUse tozVÂc ”€/€ZV«~„]ãF”¨ò€ ‰€ƒ‚ã°ç‚Ñ€ ‰€ƒ‚ãNËG€ ‰€ƒ‚ã W’¾€ ‰€ƒ‚ÿTax —ÂnReturnsEnter tax returns to record the amounts that businesses pay as they file returns.ReceiptsEnter receipts to record payments not entered directly on a tax return. Receipts for tax returns are generated automatically when you post the tax returns.AdjustmentsEnter adjustments to cancel open items for businesses.BusinessesMaintain business accounts, including address and contact information, classifications, and tax information. View open items, account history, and the filing status for businesses.¼—8Ä_ Œ€y€ZV«~„]ã¨ë€ ‰€ƒ€€€€‚ãâ &€ ‰€ƒ€€€€‚ÿPeriodsDefine ‘tax periods,’ specifying when tax forms will be mailed and when taxes are due, become delinquent, and require assessment. Find out whether tax forms have been printed for a tax period.Control ValuesEnter ‘system controls’ to set standard tax rates; low and high penalty rates; and interest rates. Optionally set up General Ledger accounting for normal returns, penalties, interest, and business license fees.¦PÂÞÅV z€¡€ZV«~„]ã)%¦€ ‰€ƒ€€€€‚ã`Ñâ‘€ ‰€ƒ€‚ÿReason CodesSet up ‘reason codes’ to indicate the purpose of items entered on receipts and adjustments. The Sales Tax System provides a basic set of reason codes, which cover normal tax returns, adjustments, and so forth.Business TypesSet up business type codes to classify businesses, for use in querying and reports."Ù8ÄÇI `€³€^V«~„]ã6Vžø€ ‰€ƒ€€€€€‚ÿFrequency CodesOptionally define ‘custom frequency codes,’ which can be used to set up custom frequencies for tax returns in business accounts. The Sales Tax System provides a basic set of frequency codes.; ÞÅ;Ç/ .€€: V˜š„]€€‚ÿSee Also#ÇØÇz Ä€F€:V˜š„]€†”€¤D!,JI(`SALESTAX.HLP>picture',`HOW_TO_Working_with_data_entry_forms')‚ÿ Working with data-entry forms•;ÇmÈw ¾€<€:V˜š„]€†ˆ€žD!,JI(`SALESTAX.HLP>picture',`HOW_TO_Working_with_code_forms')€‚ÿ Working with code forms: ØǧÈ1Q Ž‡!§ÈßÈÿÍEdit menu8 mÈßÈ+ &€€>˜ŒJ˜š€€‚ÿEdit menuS(§È2Ê+ $€Q€:V˜š€€‚ÿUse the commands on the Edit menu, which is displayed when a form is open, to work with records and the data in them. You can choose a command by clicking it or typing the underlined letter in the command name. All commands on this menu also are available through command buttons on the form.GßÈyÊ2 4€*€ZœV9á~„9s€ƒ€‚ÿCommandDoes this‘2Ê—Ì è€#€ZV9á~„9s€€€ƒ€‚€€€ƒ€‚€€€ƒ€‚€€€ƒ€‚€€€ƒ€‚€€€ƒ€‚€€€ƒ€‚ÿEdit RecordStart update mode, enabling you to make changes to a recordDelete RecordDelete the current recordAdd RecordStart a new recordSave EditsSave changes that you have made to the current formCancel EditsCancel edits that you have made to the current formRefresh DataRefresh the data display to the last saved version of the recordNotesAdd or view notesŒQyÊ#Í; F€¢€ZV9á~„9s€€€ƒ€€‚ÿVerifyVerify the accuracy of values that you entered in calculated fields; —Ì^Í/ .€€: V˜š„9s€€‚ÿSee Also¡$#ÍÿÍ} Ê€H€:V˜š„9s€†”€¤D!,JI(`salestax.HLP>picture',`HOW_TO_Working_with_data_entry_forms')€‚ÿ Working with data-entry forms> ^Í=Î1ú2„J†"=ÎyÎ$Navigate menu<ÿÍyÎ+ &€"€>˜ŒJ˜š€€‚ÿNavigate menu<=εÏ+ $€#€:V˜š€€‚ÿUse the commands on the Navigate menu, which is displayed when a form is open, to find and display records. You can choose a command by clicking it or typing the underlined letter in the command name. The commands also are available through command buttons on the form.GyÎ 2 4€*€ZœV9ã~„9»€ƒ€‚ÿCommandDoes thisµÏ ÿÍšµÏ% Ì€5€ZV9ã~„9»€€€ƒ€‚€€€ƒ€‚€€€ƒ€‚€€€ƒ€‚€€€ƒ€‚€€€ƒ€‚ÿFirst RecordMove to the first record in the selected setNext RecordMove to the next record in the selected setPrev RecordMove to the previous record in the selected setLast RecordMove to the last record in the selected setFind SetFind records based on one or more QBE selection criteriaFind HistoryFind businesses based on QBE for transaction history (Businesses form only)™N ¾K f€œ€ZV9ã~„9»€€€ƒ€ëŒ¦Ü¶€ ‰€€‚ÿBrowse SetDisplay a record from a browse list for the selected set; %ù/ .€€: V˜š„9»€€‚ÿSee AlsoŠ'¾ƒc –€N€:V˜š„9»€†f€D!,JI(`salestax.HLP',`HOW_TO_QBE_Techniques')‚ÿ Query-by-Example techniques (QBE)¡$ù$} Ê€H€:V˜š„9»€†”€¤D!,JI(`salestax.HLP>picture',`HOW_TO_Working_with_data_entry_forms')€‚ÿ Working with data-entry forms?ƒc1Äÿÿÿÿÿÿÿÿ#c 3 Processes menu=$ + &€$€>˜ŒJ˜š€€‚ÿProcesses menuÏc¢3 4€Ÿ€:V˜š€‚€€‚€‚ÿUse the commands on the Processes menu to post tax returns, receipts, and adjustments, and to calculate monthly interest on business account balances.You should post tax returns, receipts, and adjustments in the order in which they appear on the menu. Posting the tax returns generates open items for the tax and any penalties and interest. Receipts should be posted to update businesses’ open items before adjustments are entered.Run these routines as often as you need to. All of the items should be posted before mailing deficiency letters, delinquency letters, and assessment letters for taxes. Receipts and adjustments should be posted before sending license renewal notices and printing business licenses.2 Ô* $€€: V˜š€€‚ÿHintØ¢—+ $€1€:ŒVÈš€€‚ÿSome processes may tie up system resources for quite a while. To exit a process before it is completed, click the Cancel button on the progress bar.GÔÞ2 4€*€ZœV‚~„·€ƒ€‚ÿProcessDoes thisƒ—a d –€?€ZV‚~„·ëæ5€ ‰€ƒ‚ërÀkm€ ‰€ƒ‚ëÛøͪ€ ‰€ƒ€‚ÿPost Tax Returns Creates open items based on amounts entered on tax returns, matches payments received to the open items, moves posted tax returns to history, and prints a receipt report.Post Receipts Posts receipts that have been fully applied to open items and removes open items with zero balances. For business licenses, posting receipts updates the dates for business approval and license renewal.Post Adjustments Posts adjustments that have been fully applied to open items and removes open items with zero balances. ø·ÞY A P€o€^V‚~„·ëZ o€ ‰€ƒ€‚ÿCalculate Monthly Interest For the month, determines the total amount owed by each business, calculates interest due on that amount, and creates an open item for the interest.; a ” / .€€: V˜š„·€€‚ÿSee AlsoŸ#Y 3 | È€F€:V˜š„·€†’€£D!,JI(`SALESTAX.HLP>picture',`HOW_TO_Working_with_Process_Screens')€‚ÿ Working with process screens> ” q 1 ÿÿÿÿÿÿÿÿ$q §;JMailings menu<3 ­ + &€"€>˜ŒJ˜š€€‚ÿMailings menuœjq I2 2€Õ€:V˜š€‚€€€‚ÿUse commands on the Mailings menu to print tax returns and business licenses and to generate form letters related to late or deficient tax filings.Most mailings involve a two-step process. The Sales Tax program generates data, which is stored in a Paradox file. You then use Microsoft Word’s Mail Merge feature to generate a form letter for each business.^­ §H#`€,éÛ €€` œV€‚ÿ€€` œV€‚ÿÿÿMailingDoes thisöI©@g#œ€ìÚ €€` œVÿ4€€` Vëþ¿€ ‰€‚ÿ €0€`§©@3  V€€‚ÿÿÿPrint Tax ReturnsPrint tax return forms for a tax period. These are mailed to businesses, which return them with their tax payments.'ѧÐAV#z€£ìÚ 4€€` Vë» à·€ ‰€‚ÿ€2€` V€‚ÿÿÿDeficiency Letters Generate the data for deficiency letters, which inform businesses of underpaid taxes for a tax period. The letter includes the penalty and interest associated with any underpayment.=ç©@ CV#z€ÏìÚ 4€€` Vë—€ ‰€‚ÿ€2€` V€‚ÿÿÿDelinquency LettersGenerate the data for delinquency letters, which inform businesses of overdue tax payments. A letter is generated for each business that has not submitted a tax return by the due date for the tax period.UùÐAbD\#†€óìÚ 4€€` VëÄ Âê€ ‰€‚ÿ&€2€` V€€€‚ÿÿÿAssessment Letters Generate the data for assessment letters, which inform businesses that their delinquent taxes are now subject to assessment. The program estimates the amount to be assessed based on the business’s estimated gross sales.{ CÝE\#†€?ìÚ 4€€` VëÎÆ€ ‰€‚ÿ&€<€` V€€€‚ÿÿÿPenalty Increase LettersGenerate the data for penalty increase letters, which inform businesses that they have moved from the city’s low penalty rate to the high penalty rate. Businesses move to the high penalty rate if they receive three assessments within a two-year period.GñbD$GV#z€ãìÚ 4€€` Vë'þ‹€ ‰€‚ÿ€:€` V€‚ÿÿÿPrint Business LicensesPrint business licenses for businesses that paid their license fees by the required approval date. Reprint licenses for individual businesses. You will run this process periodically for a specified date range.í—ÝEHV#z€/ìÚ 4€€` VëKYç€ ‰€‚ÿ€*€` V€‚ÿÿÿRenewal LettersGenerate the data for license renewal letters, which are mailed early in the year to remind businesses to renew their licenses.³$G*If#š€gìÛ €€` Vÿ6€€`Vëé¤Ëi€ ‰€‚ÿ€D€`V€‚ÿÿÿLicense Delinquency LettersGenerate the data for license delinquency letters, which are mailed to businesses that fail to pay their license fees by the renewal deadline.6 H`I* $€€: V˜š€€‚ÿSee AlsoÛ3*I;J¨ f€:V˜š€†v€•D!,JI(`SALESTAX.HLP>picture',`Working_with_mailings')‚†t€”D!,JI(`SALESTAX.HLP>referenc',`MS_Word_mail_merges')€‚ÿ Working with mailings MS Word mail merges= `IxJ1fŽ‡ÿÿÿÿ%xJâLM„Reports menu;;J³J+ &€ €>˜ŒJ˜š€€‚ÿReports menué±xJœL8 >€c€:V˜š€‚ãÙî“û€ ‰€€‚ÿThe Reports menu gives you access to the reports that are shipped with the Sales Tax System. You can run reports as often as you like. Running the reports does not change any information in the database.For most reports, you can use Query-by-Example techniques to specify the records or accounts you want to include in the report. Several also give you sorting options, for changing the order in which records are presented.F³JâL2 4€(€ZœVÉc~„Ç“€ƒ€‚ÿReportDoes thisIæœL+Oc ”€Í€ZVÉc~„Ç“㬬¨3€ ‰€ƒ‚ãú†—€ ‰€ƒ‚ãè‹O`€ ‰€ƒ‚ãÃò€ ‰€ƒ‚ÿTax ReturnsLists unposted tax returns. The report is sorted by return year, tax period, batch number, and business account number.Receipts Lists unposted receipts, sorted by batch number, with batch totals. Use this report to check your batch totals before posting receipts.Open ItemsLists unposted receipts for each business, with open items for each receipt.Account AdjustmentsLists unposted adjustments for each business, with open items for each adjustment.߇âLX ~€€ZVÉc~„Ç“ãn€ ‰€ƒ‚ã> pü€ ‰€ƒ‚ãoÙš]€ ‰€ƒ€‚ÿAccounts ReceivableFor each business, lists tax amounts, penalties, interest, and taxes owed for tax periods.Delinque+O;Jncy ListingLists all businesses that are delinquent in paying the sales tax and the estimated tax owed.Business ListingA comprehensive listing of contact and account information for businesses. You can specify the order in which businesses are presented. Î+O!‚= H€€^VÉc~„Ç“ã0¤`€ ‰€ƒ€‚ÿTransaction HistoryLists completed transactions for businesses. Transactions for a business are presented in reverse chronological order. You can specify the order in which businesses are presented.7X‚/ .€€: V˜š„Ç“€€‚ÿHint+û!‚ƒƒ0 .€÷€:ŒVÈš„Ç“€€‚ÿYou can use any report writer that supports Paradox 5.0 tables to create additional, custom reports. Furthermore, you can use many Microsoft applications, such as Excel, Access, and Word, to extract the Sales Tax data (via MSQuery) and analyze it.; X‚¾ƒ/ .€€: V˜š„Ç“€€‚ÿSee AlsoƒƒM„t ¸€6€:V˜š„Ç“€†‚€›D!,JI(`SALESTAX.HLP>picture',`HOW_TO_Working_with_Reports')€‚ÿ Working with reports< ¾ƒ‰„1šÿÿÿÿÿÿÿÿ&‰„Ä,‹Window menu:M„Ä+ &€€>˜ŒJ˜š€€‚ÿWindow menuE‰„‡3 4€%€:V˜š€‚€€‚€‚ÿUse the commands on the Window menu to arrange the windows that you have open in the Sales Tax System and to move from one window to another.You can open multiple windows at once. For example, while viewing a receipt, you might want to look at the originating tax return. You might then open the business record to view the business’s filing status or history.The windows initially overlap, each displayed in the top left corner of the Sales Tax System window. Use the commands on the Window menu to rearrange the windows.BÄJ‡0 0€$€ZœV3é~‚E€ƒ€‚ÿCommandActionøŇBˆ3 4€‹€ZŒV3é~‚5€ƒ‚ƒ€‚ÿCascadeLayers the windows one on top of the other, with each title bar displayed. Click a title bar to display the full window.TileDisplays equal portions of all windows, stacked vertically.ÃJ‡‰3 4€!€~ŒV3šé~‚5€ƒ€‚ÿ[window titles]The bottom of the menu lists the title of each open window. Select a title to activate it, which brings it to the forefront.5Bˆ:‰- *€€: V˜š‚5€€‚ÿNoteyL‰³‰- *€˜€:ŒVÈš‚5€€‚ÿYou can also adjust the window display using scroll bars and title bars:¤v:‰WŠ. ,€ì€zŒVúšP‚z€ ƒ€‚ÿ§Scroll the text vertically or horizontally using the scroll bars along the right side and bottom of the windows.wI³‰Ί. ,€’€zŒVúšP‚z€ ƒ€‚ÿ§Resize a window by dragging its bottom right corner with the mouse.^0WŠ,‹. ,€`€zŒVúšP‚z€ ƒ€‚ÿ§Move the window by dragging its title bar.: Ίf‹1úÿÿÿÿÿÿÿÿ'f‹ž‹+ÂHelp menu8 ,‹ž‹+ &€€>˜ŒJ˜š€€‚ÿHelp menuˆ^f‹&Œ* $€¼€:V˜š€€‚ÿThe commands on the Help menu give you access to the help system for the Sales Tax System.Bž‹hŒ0 0€$€ZœV3é~‚3€ƒ€‚ÿCommandAction¡h&Œ Ž9 @€Ñ€ZŒV3é~‚5ãFêTR€ ‰€ƒ‚ƒ‚ÿHelp Topics Opens the Help Topics dialog box for the help system. Use the Contents tab to find help topics using a table of contents. Use the Index tab to look for topical information in an alphabetical index. Use the Find tab to search the help topics for words that you type in.AboutGet information about the Sales Tax System release that is in use.5hŒ>Ž- *€€: V˜š‚5€€‚ÿNote‚U ŽÀŽ- *€ª€:ŒVÈš‚5€€‚ÿThe Sales Tax System also provides help for each screen and field while you work:> >Ž À5 8€€zŒVúšP‚z€ ƒ€€€‚ÿ§Click the Help button on any screen to get a screen overview. The overview tells the screen’s purpose and the tasks you can perform. A See Also list gives you access to related procedures and other topics that may be of interest as you work with the screen.ÀŽ À,‹€RÀŽŒÀ. ,€¤€zŒVúšP‚z€ ƒ€‚ÿ§As you enter data, click a field and press F1 to display a field definition.Ý® ÀiÁ/ ,€]€zŒVúšP‚z€ ƒ€‚ÿ§For reports and mailings, press F1 from any field to display a report description, with access to Query-by-Example (QBE) information and notes on how to use the screen.8 ŒÀ¡Á, (€€: V˜š‚z€€‚ÿSee AlsoŠ,iÁ+Â^ Œ€X€:V˜š‚z€†b€‹D!,JI(`salestax.HLP',`HOW_TO_Getting_help')‚ÿ Getting help with the Sales Tax SystemT#¡ÁÂ1Qÿÿÿÿÿÿÿÿ(ÂÆÂæÃProcessing the sales tax (overview)G+ÂÆÂ+ &€8€>˜ŒJ˜š€€‚ÿProcessing the sales tax °ÂæÃp ®€a€zVÈšP‚H€ƒã?ðú+€ ‰€‚ƒãUö-è€ ‰€‚ƒã⪗¤€ ‰€‚ƒã|¾Ò»€ ‰€‚ƒãZ o€ ‰€‚ÿ1Process tax returns.2Process receipts.3Process adjustments.4Process late or deficient tax payments.5Calculate monthly interest on tax balances.R!ÆÂ8Ä1†{ƒ )8Ä}ÄÛÆProcessing tax returns (overview)EæÃ}Ä+ &€4€>˜ŒJ˜š€€‚ÿProcessing tax returnsŒ'8Ä Æe ˜€O€zVÈšP‚H€ƒãþ¿€ ‰€‚ƒãF”¨ò€ ‰€‚ƒã¬¬¨3€ ‰€‚ƒãæ5€ ‰€€‚ÿ1Mail tax return forms to businesses with taxable sales and services.2As businesses file their taxes, enter tax returns to record the tax amount and payment.3To review the returns, print a Tax Returns Report.4Post the returns to generate receipts for the tax payments.8 }ÄAÆ, (€€: V˜š‚H€€‚ÿSee Alsoš* ÆÛÆp °€T€:V˜š‚H€†€€šD!,JI(`salestax.HLP',`Processing_the_sale_taxes_overview')€‚ÿ Processing the sales tax (overview)DAÆÇ1 ‚ G *ÇfÇQMailing tax returnsGÛÆfÇ+ &€8€>˜ŒJ˜š€€‚ÿMailing tax return forms»‰Ç!É2 2€€:V˜š€‚€€€‚ÿUse the Print Tax Returns command (Mailings menu) to generate tax return forms to be mailed to businesses. The forms report any debit or credit (tax lines 14A and 14B) in the business accounts.Typically, you will print the forms at month’s end to get returns for all businesses with taxes due. However, you can print forms for a business, ZIP code area, filing frequency, or tax period.JfÇkÉ- *€:€z¨R¶šb‚6€€‚ÿTo print tax return formsã°!ÉNÊ3 4€a€zVÈšP‚H€ƒ‚ƒ‚ƒ€‚ÿ1Load your pre-printed tax-return forms into the printer.2From the Mailings menu, choose Print Tax Returns.3Enter QBE criteria to limit the forms that will be printed:·‚kÉË5 8€€zVúšP‚z€ƒ€€€‚ÿaIn the Period/Year field, enter the tax period for the forms (required). This can be the current period or a previous one.˜`NÊË8 @€À€:Vúš‚z€€€€€€‚ÿThe Returns Printed field indicates whether any forms have been printed for that period.£uË@Ì. ,€ê€zVúšP‚z€ƒ€‚ÿbOptionally enter QBE criteria for the filing frequency, business, or ZIP code to limit the forms to be printed.«tËëÍ7 <€é€zVÈšP‚H€ƒ‚ƒ‚ƒ‚ƒ‚ƒ€‚ÿ4In the text area at the bottom of the screen, optionally enter a message to be printed on each return.5To find out how many forms will be printed, choose Count.6To change the destination printer, choose Setup and select a different printer.7To print a test form, choose Test Print.8When the forms are properly aligned, choose Print to print the set of forms.4@ÌÎ, (€€: V˜š‚H€€‚ÿNoteƃëÍåÎC T€€:ŒVÈš‚H€€€ëJýÏ€ ‰€€‚ÿWhen you print a tax return for a business, the system updates the Last Return field on the business’s Filing Status tab.8 ÎÏ, (€€: V˜š‚H€€‚ÿSee Also‡'åΤÏ` €N€:V˜š‚H€†f€D!,JI(`salestax.HLP',`HOW_TO_QBE_Techniques')‚ÿ Query-by-Example techniques (QBE)ƒÏ3h  €6€:V˜š‚H€†v€•D!,JI(`salestax.HLP>picture',`Working_with_m¤Ï3ÛÆailings')‚ÿ Working with mailings’¤ÏÅs ¶€>€:V˜š‚H€†t€”D!,JI(`salestax.HLP>referenc',`MS_Word_mail_merges')€€€€‚ÿ MS Word ‘mail merges’Œ(3Qd ˜€P€:V˜š‚H€†h€ŽD!,JI(`salestax.HLP',`Processing_tax_returns')€‚ÿ Processing tax returns (overview)PÅ¡1ˆ {ƒ Q +¡ëB Adding and updating tax returnsJ"Që( €D€>˜ŒJ˜š€‚ÿAdding and updating tax returnsÏ¡J b€Ÿ€:V˜š€ãæ5€ ‰€€‚€ãNËG€ ‰€€‚ÿUse the Tax Returns form (Forms menu) to enter tax payments for businesses as they file their returns. When you post the return, the system automatically generates a receipt that applies the payment to the tax items.You can amend a tax return before posting it simply by updating the tax lines on the original form. To amend a posted tax return, post a new return and then enter an adjustment for the amount of the original return to cancel it out.P#ëT- *€F€z¨R¶šb‚6€€‚ÿTo enter or update a tax returnŽUâ9 B€¬€zVÈšP‚H€ƒ‚ƒ†"€€‚ÿ1From the Forms menu, choose Tax Returns.2To start a new tax return, choose .4T, (€€:Vúš‚H€€‚ÿ-Or-’Qâ¨A R€¤€:VÈš‚H€ãhò³€ ‰€†"€ €‚ÿTo update an existing return, find and display the record. Then choose . Ù²1 0€³€zVÈšP‚H€ƒ‚ƒ€‚ÿ3In the header area, enter the tax period, business account number, batch number, and entry date.4Fill in the tax lines. To make a field entry, type the text and press Tab. To get help, press F1 from the field.uI¨', (€’€:VÈš‚H€€‚ÿHint To move quickly through required tax lines, press * (asterisk).í²A- (€Û€:VÈš‚H€€‚ÿAs you enter amounts in required tax lines, the system calculates the tax owed (Line 9), adding it to any outstanding penalties or interest (Area 12) and applying any adjustments (Area 14), to get the total due and payable (Line 15)._(' 7 >€R€zVÈšP‚H€ƒ†"€€‚ÿ5To store the tax return, choose .P'Að) "€N€:VÈš‚H€‚ÿThe system checks your calculations.T  ; F€¨€:VÈš‚H€€â9öiQ€ ‰€€‚ÿHint To check your field entries before storing the return, choose Verify.4ð³ , (€€: V˜š‚H€€‚ÿNote,ó ß 9 @€ç€:ŒVÈš‚H€ã» à·€ ‰€€‚ÿIf a business files a late return, interest and penalties are calculated automatically when you enter the tax return. If the payment falls short of the total amount due, the business will be notified when you print a deficiency letter.8 ³  , (€€: V˜š‚H€€‚ÿSee Alsoš#ß ± w ¾€F€:V˜š‚H€†”€¤D!,JI(`salestax.HLP>picture',`HOW_TO_Working_with_data_entry_forms')‚ÿ Working with data-entry formsy * _ Ž€4€:V˜š‚H€†d€‹D!,JI(`salestax.HLP',`Amending_tax_returns')‚ÿ Amending tax returnsŒ'± ¶ e š€N€:V˜š‚H€†p€’D!,JI(`salestax.HLP',`Processing_tax_adjustments')‚ÿ Processing adjustments (overview)Œ(* B d ˜€P€:V˜š‚H€†h€ŽD!,JI(`salestax.HLP',`Processing_tax_returns')€‚ÿ Processing tax returns (overview)F¶ ˆ 1ÚG : ,ˆ Ì uAmending a tax returnDB Ì + &€2€>˜ŒJ˜š€€‚ÿAmending a tax returnZ-ˆ &- *€Z€z¨R¶šb‚6€€‚ÿTo amend a tax return before it is postedd*Ì Š: D€T€zVÈšP‚H€ ƒ€ãF”¨ò€ ‰€‚ÿ§ Update the original tax return.Y,&ã- *€X€z¨R¶šb‚6€€‚ÿTo amend a tax return after it is posted’MŠuE Z€š€zVÈšP‚H€ƒãNËG€ ‰€‚ƒãF”¨ò€ ‰€‚ÿ1Enter and post an adjustment.2Enter and post a new tax return.NãÃ1Q Ê -Ã@ðBPrinting a Tax Returns ReportL!u@+ &€B€>˜ŒJ˜š€€‚ÿPrinting a Tax ReÃ@uturns Report·~ÃÒA9 @€ý€:V˜š€‚‚ãÙî“û€ ‰€€‚ÿThe Tax Returns Report (Reports menu) is a listing of unposted tax returns. You should print this report to check for data-entry errors before posting tax returns.The returns are sorted by return year, return period, batch number, and business account number.You can limit the tax returns that are included by entering Query-by-Example (QBE) criteria in any of the fields.6 @B* $€€: V˜š€€‚ÿSee Alsoè@ÒAðB¨ €€:V˜š€†‚€›D!,JI(`salestax.HLP>picture',`HOW_TO_Working_with_Reports')‚†h€ŽD!,JI(`salestax.HLP',`Processing_tax_returns')€‚ÿ Working with reports Processing tax returns (overview)DB4C1 : ÿÿÿÿ.4CvCPKPosting tax returnsBðBvC+ &€.€>˜ŒJ˜š€€‚ÿPosting tax returnsG4C½D7 <€!€:V˜š€ãF”¨ò€ ‰€€‚ÿAs businesses file their tax returns, you enter tax returns to record the payments. You then post the returns. Posting the returns creates open items for the tax amount, and any associated penalties and interest, and generates receipts that apply the tax payments.DvCE- *€.€z¨R¶šb‚6€€‚ÿTo post tax returns±€½D²E1 0€€zVÈšP‚H€ƒ‚ƒ€‚ÿ1From the Processes menu, choose Post Tax Returns.2To limit the tax returns posted, enter one or more selection criteria:P"EF. ,€D€zVúšP‚z€ ƒ€‚ÿ§Enter a year and tax period.e7²EgF. ,€n€zVúšP‚z€ ƒ€‚ÿ§Enter a batch number (from the tax return forms).\.FÃF. ,€\€zVúšP‚z€ ƒ€‚ÿ§Enter a business account number or name.m>gF0G/ .€|€:VÈš‚z€€€‚ÿHint To clear QBE criteria and start over, choose Clear.”dÃFÄG0 0€È€zVÈšP‚H€ƒ‚ƒ€‚ÿ3To find out how many returns will be posted, choose Count.4To post the returns, choose Post.Ã0GÊHC T€‡€:œV˜š‚H€€€ëJýÏ€ ‰€€‚ÿThe posting process updates the Last Filed status on businesses’ Filing Status tabs. It also updates the deficiency and delinquency counts for businesses with deficient or late returns.£kÄGmI8 @€Ö€:V˜š‚H€ãnb|€ ‰€€‚ÿThe posted returns move to history, and can be viewed using the History tab on the Businesses form.8 ÊH¥I, (€€: V˜š‚H€€‚ÿSee Also‡'mI,J` €N€:V˜š‚H€†f€D!,JI(`salestax.HLP',`HOW_TO_QBE_Techniques')‚ÿ Query-by-Example techniques (QBE)˜"¥IÄJv ¼€D€:V˜š‚H€†’€£D!,JI(`salestax.HLP>picture',`HOW_TO_Working_with_Process_Screens')‚ÿ Working with process screensŒ(,JPKd ˜€P€:V˜š‚H€†h€ŽD!,JI(`salestax.HLP',`Processing_tax_returns')€‚ÿ Processing tax returns (overview)OÄJŸK1Óÿÿÿÿ] /ŸKáKProcessing receipts (overview)BPKáK+ &€.€>˜ŒJ˜š€€‚ÿProcessing receiptsSŸK4L7 >€8€zVÈšP‚H€ƒã°ç‚Ñ€ ‰€‚ÿ1Enter the receipts.”eáKÈL/ .€Ê€:VÈš‚H€€€‚ÿNote Receipts for sales tax payments are generated automatically when you post the tax returns.Ã4LâMW |€‡€zVÈšP‚H€ƒãú†—€ ‰€‚ƒã°ç‚Ñ€ ‰€‚ƒãrÀkm€ ‰€€‚ÿ2Print a Receipts Report to check for data-entry errors.3Update receipts as needed. Then print another Receipts Report.4Post the receipts to update business account balances. tÈL‚N, (€è€:VÈš‚H€€‚ÿIf you are posting to the General Ledger in InForum, this generates an export file with transaction information.džâMIOA P€ €zVÈšP‚H€ƒã®6N®€ €€ ‰€€‚ÿ5To post journal entries to the General Ledger in InForum, import the Sales Tax System’s export file to the General Ledger.8 ‚NO, (€€: V˜š‚H€€‚ÿSee Also¿7IOL€ˆ à€n€:V˜š‚H€†¶€µD!,JI(`salestax.HLP',`Setting_up_General_Ledger_accounting_for_the_Sales_Tax_SyOL€PKstem')‚ÿ Setting up GL accounting for the Sales Tax Systemˆ'OÔ€a ’€N€:V˜š‚H€†h€ŽD!,JI(`salestax.HLP',`Processing_tax_returns')‚ÿ Processing tax returns (overview)­6L€w ¾€l€:V˜š‚H€†Ž€¡D!,JI(`salestax.HLP',`Processing_business_license_fees_overview')€‚ÿ Processing business license renewals (overview)MÔ€Î1\† € 0΂ ÀAdding and updating receiptsK ‚+ &€@€>˜ŒJ˜š€€‚ÿAdding and updating receiptsݲÎö‚+ $€e€:V˜š€€‚ÿEnter a receipt to record any payment not entered directly on a tax return (business license fees and so forth). Tax returns automatically generate receipts for the payments.K‚Aƒ- *€<€z¨R¶šb‚6€€‚ÿTo add or update a receiptˆOö‚Ƀ9 B€ €zVÈšP‚H€ƒ‚ƒ†"€€‚ÿ1From the Forms menu, choose Receipts.2To start a new receipt, choose .4Aƒýƒ, (€€:Vúš‚H€€‚ÿ-Or-”SɃ‘„A R€¨€:VÈš‚H€ãhò³€ ‰€†"€ €‚ÿTo update an existing receipt, find and display the receipt. Then choose .b4ýƒó„. ,€h€zVÈšP‚H€ƒ€‚ÿ3In the header area, enter receipt information:Ç’‘„º…5 8€%€zVúšP‚z€ ƒ€€€‚ÿ§In the Acct field, enter the business account number, including any leading zeros. The grid area will display open items for the business.¾‰ó„x†5 8€€zVúšP‚z€ ƒ€€€‚ÿ§In the Amount field, enter the receipt amount. To be able to post the receipt, you must apply the full amount against open items.¸ƒº…0‡5 8€€zVúšP‚z€ ƒ€€€‚ÿ§If receipting a license fee, enter Yes in the Business License Payment field to update the license status for the business.l@x†œ‡, (€€€:VÈš‚z€€‚ÿFor information about other fields, press F1 from the field.ôÅ0‡ˆ/ ,€‹€zVÈšP‚H€ƒ€‚ÿ4In the grid area, apply the full receipt amount against one or more open items. You can enter an applied amount and reason code. The applied amount for an item can exceed the original amount.úÇœ‡Š‰3 4€€:VÈš‚H€€€€‚ÿAs you enter amounts, the remaining receipt amount is displayed next to the Amount field in the header area. A receipt can only be posted if the full amount has been applied against open items.l5ˆö‰7 >€l€zVÈšP‚H€ƒ†"€€‚ÿ5When you finish, choose to store the receipt.‹SŠ‰Š8 @€¦€:œV˜š‚H€ãrÀkm€ ‰€€‚ÿYou must post the receipt to update business balances and license statuses.5 ö‰¶Š, (€€: V˜š‚H€€‚ÿNotesc"ŠA P€E€zŒVúšP‚z€ ƒ€€€€€€€‚ÿ§You can ‘overapply’ a receipt amount to an open item. For example, a business might overpay its taxes, resulting in an applied amount greater than the amount owing. This would generate a negative open item. You could handle the overpayment in two ways. You could refund the overpayment and process an adjustment to clear the open item. Or you could allow the business to deduct the overpayment from its taxes for the next filing period. The business’s tax return form would list the overpayment as the Deduct From Prior Period amount.ñ¶¶Š Ž; D€m€zŒVúšP‚z€ ƒ€ã—²Q€ ‰€‚ÿ§You cannot add an open item directly to a receipt. However, you can add a line item for a business by adding it to an adjustment. The item will be available for receipting.8 BŽ, (€€: V˜š‚z€€‚ÿSee Alsoš# ŽÜŽw ¾€F€:V˜š‚z€†”€¤D!,JI(`salestax.HLP>picture',`HOW_TO_Working_with_data_entry_forms')‚ÿ Working with data-entry formsš-BŽvm ª€Z€:V˜š‚z€†€€šD!,JI(`salestax.HLP',`Adding_an_open_item_for_a_business')‚ÿ Adding an open line item for a business†%ÜŽ Àa ’€J€:V˜š‚z€†b€‹D!,JI(`salestax.HLP',`Processing_receipts')€‚ÿ Processing receipts (overview)v ÀKvWÀ1š] ‚ 1WÀ À ÄPrinting a Receipts ReportI À À+ &€<€>˜ŒJ˜š€€‚ÿPrinting a Receipts ReportŠRWÀ*Â8 >€¥€:V˜š€‚ãÙî“û€ ‰€€‚ÿThe Receipts Report (Reports menu) lists unposted receipts, with the receipt amount only. It is sorted by batch and includes batch totals. You should use this report to check your batch balances before posting receipts.You can limit the receipts that are included by entering Query-by-Example (QBE) criteria in any of the fields.2 À\Â* $€€: V˜š€€‚ÿNote•_*ÂñÂ6 <€¾€:ŒVÈš€ãè‹O`€ ‰€€‚ÿTo review the open items associated with unposted receipts, print an Open Items Report.6 \Â'Ã* $€€: V˜š€€‚ÿSee Alsoâ=ñ ĥ z€:V˜š€†‚€›D!,JI(`salestax.HLP>picture',`HOW_TO_Working_with_Reports')‚†b€‹D!,JI(`salestax.HLP',`Processing_receipts')€‚ÿ Working with reports Processing receipts (overview)A'ÃJÄ1B € (2JĉÄSPosting receipts? ĉÄ+ &€(€>˜ŒJ˜š€€‚ÿPosting receiptsBJÄËÅ+ $€/€:V˜š€€‚ÿYou must post receipts to update accounts and optionally generate entries for the General Ledger. If you are working with tax returns, you should post the receipts after posting the returns. A receipt can be posted only if the full amount has been applied against open items.A‰Ä Æ- *€(€z¨R¶šb‚6€€‚ÿTo post receiptsŠPËÅ–Æ: D€ €zVÈšP‚H€ƒãú†—€ ‰€€‚ÿ1Optionally print a Receipts Report to review the outstanding receipts.ñÄ Æ‡Ç- (€‰€:VÈš‚H€€‚ÿA receipt will be posted only if the full amount has been applied against open items. For tax returns that were calculated correctly and paid in full, the receipt amount will be fully applied.;ð–ÆÂÈK d€á€zVÈšP‚H€ƒã°ç‚Ñ€ ‰€ãNËG€ ‰€‚ƒ‚ƒ€‚ÿ2If any receipted amounts have not been applied in full, update the receipts or enter adjustments as needed.3From the Processes menu, choose Post Receipts.4To limit the receipts posted, enter one or more selection criteria:}O‡Ç?É. ,€ž€zVúšP‚z€ ƒ€‚ÿ§Select receipts based on a batch number, receipt amount, or receipt date.\.ÂÈ›É. ,€\€zVúšP‚z€ ƒ€‚ÿ§Enter a business account number or name.m>?ÉÊ/ .€|€:VÈš‚z€€€‚ÿHint To clear QBE criteria and start over, choose Clear.ôÁ›ÉüÊ3 4€ƒ€zVÈšP‚H€ƒ‚ƒ‚ƒ€‚ÿ5If you will post the receipts to the General Ledger in InForum, specify a posting group.6To find out how many receipts will be posted, choose Count.7To post the receipts, choose Post.5 Ê1Ë, (€€: V˜š‚H€€‚ÿNotesáüÊAÌ/ ,€Ã€zŒVúšP‚z€ ƒ€‚ÿ§For license fees, the posting process enters the receipt date as the business approval date and sets the business renewal date to the first day of the new year. This information is used when you print business licenses.»†1ËüÍ5 8€ €zŒVúšP‚z€ ƒ€€€‚ÿ§If you are posting to the General Ledger in InForum, the process overwrites the export file, which you will then import into InForum to generate general journal entries. Since each posting overwrites the export file, it is important to import the extracts from one posting before posting the next batch of receipts. Or you can rename the export file so that it won’t be overwritten.8 AÌ4Î, (€€: V˜š‚z€€‚ÿSee Alsoˆ'üͼÎa ’€N€zVÈšP‚z€†f€D!,JI(`salestax.HLP',`HOW_TO_QBE_Techniques')‚ÿ Query-by-Example techniques (QBE)‘"4ÎMÏo ®€D€zVÈšP‚z€†‚€›D!,JI(`salestax.HLP',`HOW_TO_Working_with_Process_Screens')‚ÿ Working with process screens²>¼Î t ¸€|€zVÈšP‚z€†Œ€ D!,JI(`salestax.HLP',`Importing_external_journal_entries_to_GL')‚ÿ Importing external journal entries to the General LedgerMÏ  ÄÀ7MÏ̉ â€n€zVÈšP‚z€†¶€µD!,JI(`salestax.HLP',`Setting_up_General_Ledger_accounting_for_the_Sales_Tax_System')‚ÿ Setting up GL accounting for the Sales Tax System‡% Sb ”€J€zVÈšP‚z€†b€‹D!,JI(`salestax.HLP',`Processing_receipts')€‚ÿ Processing receipts (overview)U$̨1 ÿÿÿÿH 3¨í\Processing tax adjusments (overview)ESí+ &€4€>˜ŒJ˜š€€‚ÿProcessing adjustmentsô½¨á7 <€{€:V˜š€ã—²Q€ ‰€€‚ÿUse the Adjustments form (Forms menu) to enter adjustments to tax returns in order to cancel open items for businesses. You can also use adjustments to add new items for businesses.Gí(- *€4€z¨R¶šb‚6€€‚ÿTo process adjustmentsÔcáüq °€Ç€zVÈšP‚H€ƒãrÀkm€ ‰€€€‚ƒãNËG€ ‰€€€‚ƒãÃò€ ‰€‚ƒãÛøͪ€ ‰€€‚ÿ1Post any outstanding receipts to ensure that businesses’ open items are up to date.2Enter adjustments, applying the adjustment amounts against the business’s open items.3Print an Account Adjustments Report to check for errors or oversights.4Post the adjustments to perform accounting and update balances for the businesses.c(‹, (€Æ€:VÈš‚H€€‚ÿAny open items that were fully satisfied by an adjustment will be retired and moved to history.8 üÃ, (€€: V˜š‚H€€‚ÿSee Also™)‹\p °€R€:V˜š‚H€†€€šD!,JI(`salestax.HLP',`Processing_the_sale_taxes_overview')€‚ÿ Processing the sale tax (overview)Pì1ì\ qˆ 4¬úÀFAdding and updating adjustmentsN#\ú+ &€F€>˜ŒJ˜š€€‚ÿAdding and updating adjustments6þ¬0 8 >€ý€:V˜š€‚ã—²Q€ ‰€€‚ÿUse the Adjustments form (Forms menu) to enter adjustments against open items for businesses. You typically will enter adjustments at the end of the month to deal with any receipts or open items that you want to remove before generating mailings. For example, if a business underpaid its taxes by $5, but you did not want to carry a receivable for it (you wanted to forgive the $5), you could cancel the debt by entering a $5 adjustment.You can also use adjustments to add an open item for a business.Aúq - *€(€z¨R¶šb‚6€€‚ÿBefore you beginj00 Û : D€`€zVÈšP‚H€ƒãæ5€ ‰€€‚ÿ1Post any tax returns for the business.›oq v , (€Þ€:VÈš‚H€€‚ÿThis generates a receipt with line items associated with the return, applying the tax payment to the items.‰AÛ ÿ H `€‚€zVÈšP‚H€ƒã°ç‚Ñ€ ‰€‚ƒãrÀkm€ ‰€€‚ÿ2Update the receipts as needed.3Post the receipts.³†v ² - (€ €:VÈš‚H€€‚ÿThis posts the payments, closing out any line items that were paid in full. Only open line items will be available for adjustment.Q$ÿ  - *€H€z¨R¶šb‚6€€‚ÿTo enter or update an adjustmentŽU² ‘ 9 B€¬€zVÈšP‚H€ƒ‚ƒ†"€€‚ÿ1From the Forms menu, choose Adjustments.2To start a new adjustment, choose .4 Å , (€€:Vúš‚H€€‚ÿ-Or-—V‘ \ A R€®€:VÈš‚H€ãhò³€ ‰€†"€ €‚ÿTo update an existing adjustment, find and display the receipt. Then choose .ŽZÅ ê 4 8€´€zVÈšP‚H€ƒ€€€‚ÿ3In the Acct field, enter the business account number, including any leading zeros.tH\ ^, (€€:VÈš‚H€€‚ÿThe grid area will display open line items from all posted receipts.Wê µ= H€5€zVÈšP‚H€ƒ€€‚ƒ€€€‚ÿ4In the Amount field, enter the adjustment amount.5In the header area, enter additional information about the adjustment—the tax period to which it applies, entry date, reference (check) number if a check is involved, and a reason code identifying the type of adjustment.\0^@, (€`€:VÈš‚H€€‚ÿFor details about a field, preµ@\ss F1 from it.†Xµ£@. ,€°€zVÈšP‚H€ƒ€‚ÿ6In the grid area, apply the full adjustment amount against one or more open items:€R@#A. ,€¤€zVúšP‚z€ ƒ€‚ÿ§To apply the amount against an existing item, enter the amount for the item.7 £@ZA, (€€:Vúš‚z€€‚ÿ -Or-…W#AßA. ,€®€zVúšP‚z€ ƒ€‚ÿ§Add an item at the bottom of the grid, entering the original and applied amounts.õÂZAÔB3 4€…€:VÈš‚z€€€€‚ÿAs you enter amounts, the remaining adjustment amount is displayed next to the Amount field in the header area. To post the adjustment, you must have applied the full amount to open items.k7ßA?C4 8€p€zVÈšP‚H€ƒ†"€‚ÿ7When you finish, choose to store the adjustment.|DÔB»C8 @€ˆ€:œV˜š‚H€ãÛøͪ€ ‰€€‚ÿYou must post the adjustment to update the business account.4?CïC, (€€: V˜š‚H€€‚ÿNote‡N»CvE9 @€€:ŒVÈš‚H€ã—²Q€ ‰€€‚ÿYou can use an adjustment to add a line item for a business, which can then be receipted. (You cannot add line items directly to receipts.) To do this, enter an original amount but no applied amount for the item. When you post the adjustment, the item will be removed from the adjustment, but will be available for receipting.8 ïC®E, (€€: V˜š‚H€€‚ÿSee Also‚$vE0F^ Œ€H€:V˜š‚H€†b€‹D!,JI(`salestax.HLP',`Processing_receipts')‚ÿ Processing receipts (overview)(®EÀFh  €P€:V˜š‚H€†p€’D!,JI(`salestax.HLP',`Processing_tax_adjustments')€‚ÿ Processing adjustments (overview)R!0FG1ˆÿÿÿÿÿÿÿÿ5GbG¹MAdding a line item for a businessP%ÀFbG+ &€J€>˜ŒJ˜š€€‚ÿAdding a line item for a business‰^GëH+ $€½€:V˜š€€‚ÿYou cannot add a line item directly to a receipt. However, you can add a line item to an adjustment to make it available for receipting. You can either enter the line item on an existing adjustment or create a new one to handle it. When you post the adjustment, the line item will be removed from the adjustment and made available for receipting.R%bG=I- *€J€z¨R¶šb‚6€€‚ÿTo add a line item for a business0èëHmJH ^€Ó€zVÈšP‚H€ƒ‚ƒ†"€ãhò³€ ‰€‚ƒ€‚ÿ1From the Forms menu, choose Adjustments.2Start a new adjustment by choosing , or find and display an existing one.3In the grid area, scroll to the final line item, and press Tab from its last field to start a new one.c=IüJ, (€Æ€:VÈš‚H€€‚ÿThe item type will be ADJ (adjustment), and the entered and due dates will be the current date.á¦mJÝK; D€M€zVÈšP‚H€ƒ€€€€€‚ÿ4To make the line item available for receipting without adding it to the adjustment, enter an original amount (Orig Amt) but no applied amount (Applied Amt).h<üJEL, (€x€:VÈš‚H€€‚ÿThe reason will be the one specified for the adjustment.¶qÝKûLE Z€ä€zVÈšP‚H€ƒ†"€‚ƒãÛøͪ€ ‰€€‚ÿ5Choose to store the adjustment.6Post the adjustment to make the line item available for receipting.8 EL3M, (€€: V˜š‚H€€‚ÿSee Also†%ûL¹Ma ’€J€:V˜š‚H€†b€‹D!,JI(`salestax.HLP',`Processing_receipts')€‚ÿ Processing receipts (overview)W&3MN1ÅH @ 6NeNPrinting an Account Adjustments ReportU*¹MeN+ &€T€>˜ŒJ˜š€€‚ÿPrinting an Account Adjustments ReportyANÞO8 >€ƒ€:V˜š€‚ãÙî“û€ ‰€€‚ÿPrint an Account Adjustments Report (Reports menu) to get a listing of the unposted adjustments for each business. You should run this report before posting adjustments to check for data-entry errors.You can limit the businesses that are included by entering Query-by-Example (QBE) criteria in any of the fields.6 eN €* $€€: V˜šÞO €¹M€€‚ÿSee Alsoä@ÞO¤ €€:V˜š€†r€“D!,JI(`salestax.HLP',`HOW_TO_Working_with_Reports')‚†p€’D!,JI(`salestax.HLP',`Processing_tax_adjustments')€‚ÿ Working with reports Processing adjustments (overview)D €H1qˆ ÿÿÿÿ7HŠ؆Posting adjustmentsBŠ+ &€.€>˜ŒJ˜š€€‚ÿPosting adjustmentsíH¨‚1 0€Û€:V˜š€€€€‚ÿUse the Post Adjustments process (Processes menu) to post adjustments to businesses’ open items. Posting the adjustments updates the open line items for businesses. Unlike receipts, adjustments are not posted to the General Ledger.DŠì‚- *€.€z¨R¶šb‚6€€‚ÿTo post adjustmentsÓ¨‚ðƒ1 0€§€zVÈšP‚H€ƒ‚ƒ€‚ÿ1From the Processes menu, choose Post Adjustments.2To limit the adjustments that are posted, optionally enter a year, tax period, or business, or select adjustments based on the amount or adjustment date.m>ì‚]„/ .€|€:VÈš‚H€€€‚ÿHint To clear QBE criteria and start over, choose Clear.œlðƒù„0 0€Ø€zVÈšP‚H€ƒ‚ƒ€‚ÿ3To find out how many adjustments will be posted, choose Count.4To post the adjustments, choose Post.8 ]„1…, (€€: V˜š‚H€€‚ÿSee Also‡'ù„¸…` €N€:V˜š‚H€†f€D!,JI(`salestax.HLP',`HOW_TO_QBE_Techniques')‚ÿ Query-by-Example techniques (QBE)"1…H†n ¬€D€:V˜š‚H€†‚€›D!,JI(`salestax.HLP',`HOW_TO_Working_with_Process_Screens')‚ÿ Working with process screens(¸…؆h  €P€:V˜š‚H€†p€’D!,JI(`salestax.HLP',`Processing_tax_adjustments')€‚ÿ Processing adjustments (overview)f5H†>‡1÷«…× 8>‡–‡\ŽProcessing late or deficient tax payments (overview)X-؆–‡+ &€Z€>˜ŒJ˜š€€‚ÿProcessing late or deficient tax payments,>‡ˆ+ $€€:V˜š€€‚ÿAfter the filing deadline for the tax period, you perform a sequence of steps to take care of late or deficient tax returns. Businesses are notified of tax shortfalls and assessments, and their accounts are updated, using programs on the Mailings menu. Z-–‡‰- *€Z€z¨R¶šb‚6€€‚ÿTo process late or deficient tax payments҈߉1 0€%€zVÈšP‚H€ƒ‚ƒ€‚ÿ1Post all tax returns, receipts, and adjustments for the tax period to update the business accounts.2After the due date for the tax period:Ö•‰µŠA P€+€zVúšP‚zã» à·€ ‰€‚ã—€ ‰€‚ÿMail deficiency letters to businesses that underpaid their taxes.Mail delinquency letters to businesses that failed to file their returns.ԙ߉‰‹; D€3€zVÈšP‚H€ƒãÄ Âê€ ‰€€‚ÿ3After the delinquent date for the tax period, mail assessment letters to notify businesses with unpaid taxes that penalties have been assessed.‰WµŠŒ2 4€®€:VÈš‚H€€€€‚ÿThe system estimates the taxes owed based on the business’s gross sales estimate.¦l‰‹¸Œ: D€Ø€zVÈšP‚H€ƒãÎÆ€ ‰€€‚ÿ4Process penalty increases for businesses with more than three assessments over the past two years.4ŒìŒ, (€€: V˜š‚H€€‚ÿNotežf¸ŒŠ8 @€Ì€:ŒVÈš‚H€ã¨ë€ ‰€€‚ÿThe due date and delinquent date for a tax period are set using the Periods form (Forms menu).8 ìŒÂ, (€€: V˜š‚H€€‚ÿSee Alsoš*Š\Žp °€T€:V˜š‚H€†€€šD!,JI(`salestax.HLP',`Processing_the_sale_taxes_overview')€‚ÿ Processing the sales tax (overview)[*·Ž1ï U |… 9·ŽòÉMailing deficiency letters for tax returnsI\Ž+ &€<€>˜ŒJ˜š€€‚ÿMailing deficiency letters Ú·ŽÁ/ ,€µ€:V˜š€‚€€‚ÿUse the Deficiency Letters command (Mailings menu) to generate the data for deficiency letters to be sent to businesses that underpaid the amount due for a tax period. These typically will be businesses that Á\Žfiled late and failed to pay any interest and penalties associated with the payment. Interest and penalties are calculated automatically when you enter a late tax return.You will use Word’s Mail Merge feature to print a form letter for each deficient business.^1sÁ- *€b€z¨R¶šb‚6€€‚ÿTo process deficiency letters for tax returns½ŒÁ0Â1 0€€zVÈšP‚H€ƒ‚ƒ€‚ÿ1Post tax returns, receipts, and adjustments to ensure that all tax payments have been processed fully.2Generate the deficiency data:z=sÁªÃ= H€{€zVúšP‚z€ƒ‚ƒ€€‚ƒ‚ƒ‚ƒ€‚ÿaFrom the Mailings menu, choose Deficiency Letters.bSpecify the tax period (Period).cTo generate data for a specific business, enter the account number or business name.dTo find out how many businesses have deficient tax payments, choose Count.eTo generate the data for the mail merge, choose Generate. Û0µÄ0 .€·€:Vúš‚z€€€‚ÿThe data is stored in the Paradox file DEFLETT.DB. This file is linked with the Word master document DEFIC.DOC. You will use these to print a form letter for each deficient business using Word’s Mail Merge feature.|PªÃ1Å, (€ €:Vúš‚z€€‚ÿThe process also generates a list of businesses with deficient tax payments.\.µÄÅ. ,€\€zVÈšP‚H€ƒ€‚ÿ3To print the deficiency letters in Word:}M1Å Æ0 0€š€zVúšP‚z€ƒ‚ƒ€‚ÿaOpen DEFIC.DOC.bFrom the Mail Merge toolbar, choose Merge to Printer.cÅ—Æ* $€Æ€>ˆVÈš‚z€‚ÿThe letter states the underpaid amount, including any interest or penalty for late tax payments.4 ÆËÆ, (€€: V˜š‚z€€‚ÿNote9ð—ÆÈI `€á€:ŒVÈš‚z€€€€€ëJýÏ€ ‰€€‚ÿWhen you generate a deficiency letter, the system updates the business’s deficiency count. To see the deficiency count, as well as other information about the business’s filing status, use the Businesses form, Filing Status tab.8 ËÆ<È, (€€: V˜š‚z€€‚ÿSee Also{È·È` €6€:V˜š‚z€†f€D!,JI(`salestax.HLP',`Working_with_mailings')‚ÿ Working with mailings‰<È@Éj ¤€>€:V˜š‚z€†b€‹D!,JI(`salestax.HLP',`MS_Word_mail_merges')€€€€‚ÿ MS Word ‘mail merges’²;·ÈòÉw ¾€v€:V˜š‚z€†Ž€¡D!,JI(`salestax.HLP',`Processing_late_or_deficient_tax_payments')€‚ÿ Processing late or deficient tax payments (overview)\+@ÉNÊ1þ × ù:NʘÊóMailing delinquency letters for tax returnsJòɘÊ+ &€>€>˜ŒJ˜š€€‚ÿMailing delinquency letters%öNʽÌ/ ,€í€:V˜š€‚€€‚ÿAfter the due date for a tax period, use the Delinquency Letters command (Mailings menu) to generate data for delinquency letters, which inform businesses of overdue returns.The process generates delinquency data for any business that has delinquent taxes for the current or previous periods. It calculates the tax owed based on the business’s estimate of gross sales (Businesses form, Filing Status tab) plus 25 percent. It calculates interest and penalties based on the due date for the return._2˜ÊÍ- *€d€z¨R¶šb‚6€€‚ÿTo process delinquency letters for tax returns ܽÌ)Î1 0€¹€zVÈšP‚H€ƒ‚ƒ€‚ÿ1Post tax returns and receipts for the tax period to ensure that all tax payments have been processed fully.2Generate the delinquency data for businesses with late tax payments for the current or previous periods:u8ÍžÏ= H€q€zVúšP‚z€ƒ‚ƒ€€‚ƒ‚ƒ‚ƒ€‚ÿaFrom the Mailings menu, choose Delinquency Letters.bSpecify the tax period (Period).cTo generate data for a specific business, enter the account number or business name.dTo find out how many business have delinquent filings, choose Count.eTo generate the data for the mail merge, choose Generate.Ý)κ3 4€»€:Vúš‚z€€€€‚ÿThe data is stored in the Paradox file DELLETTžÏºòÉ.DB. This file is linked with the Word mster document DELINQ.DOC. You will use these to print a form letter for each delinquent business using Word’s mail merge feature.]/žÏ. ,€^€zVÈšP‚H€ƒ€‚ÿ3To print the delinquency letters in Word:~Nº•0 0€œ€zVúšP‚z€ƒ‚ƒ€‚ÿaOpen DELINQ.DOC.bFrom the Mail Merge toolbar, choose Merge to Printer.4É, (€€: V˜š‚z€€‚ÿNote<ó•I `€ç€:ŒVÈš‚z€€€€€ëJýÏ€ ‰€€‚ÿWhen you generate a delinquency letter, the system updates the business’s delinquency count. To see the delinquency count, as well as other information about the business’s filing status, use the Businesses form, Filing Status tab.8 É=, (€€: V˜š‚z€€‚ÿSee Also{¸` €6€:V˜š‚z€†f€D!,JI(`salestax.HLP',`Working_with_mailings')‚ÿ Working with mailings‰=Aj ¤€>€:V˜š‚z€†b€‹D!,JI(`salestax.HLP',`MS_Word_mail_merges')€€€€‚ÿ MS Word ‘mail merges’²;¸ów ¾€v€:V˜š‚z€†Ž€¡D!,JI(`salestax.HLP',`Processing_late_or_deficient_tax_payments')€‚ÿ Processing late or deficient tax payments (overview)OAB1P|… ;B®Printing a Delinquency ListingM"ó+ &€D€>˜ŒJ˜š€€‚ÿPrinting a Delinquency Listingã¥Br> J€K€:V˜š€€€‚ãÙî“û€ ‰€€‚ÿUse the Delinquency Listing command (Reports menu) to generate a list of businesses with delinquent taxes. The report shows the sales tax amount to be collected based on the business’s estimated sales. This report does not list businesses that are delinquent in paying business license fees.You can enter Query-by-Example (QBE) criteria in any of the fields to limit the report to a specific set of businesses.6 ¨* $€€: V˜š€€‚ÿSee AlsoSr®³ 6¦€:V˜š€†r€“D!,JI(`salestax.HLP',`HOW_TO_Working_with_Reports')‚†Ž€¡D!,JI(`salestax.HLP',`Processing_late_or_deficient_tax_payments')€‚ÿ Working with reports Processing late or deficient tax payments (overview)p?¨ 1ž ù²€< g ÑCMailing assessment letters for businesses with delinquent taxesI®g + &€<€>˜ŒJ˜š€€‚ÿMailing assessment lettersmE Ô ( €‹€:V˜š€‚ÿUse the Assessment Letters command (Mailings menu) to generate penalty estimates for delinquent taxes based on estimated sales for businesses. You then use the data in assessment letters informing businesses of overdue tax payments. You should process and mail assessment letters on the assessment date for the tax period.^1g 2 - *€b€z¨R¶šb‚6€€‚ÿTo process assessment letters for tax returnsÝ¬Ô  1 0€Y€zVÈšP‚H€ƒ‚ƒ€‚ÿ1Post tax returns, receipts, and adjustments to ensure that all taxes have been processed fully.2Process the assessments for businesses with delinquent tax payments:r52  = H€k€zVúšP‚z€ƒ‚ƒ€€‚ƒ‚ƒ‚ƒ€‚ÿaFrom the Mailings menu, choose Assessment Letters.bSpecify the tax period (Period).cTo assess penalties for a specific business, enter the account number or business name.dTo find out how many businesses will be assessed, choose Count.eTo generate the data for the mail merge, choose Generate.'ô ¨3 4€é€:Vúš‚z€€€€‚ÿThe data is stored in the Paradox file ASMTLETT.DB. This file is linked with the Word master document ASSESS.DOC. You will use these to print a form letter for each business that has had penalties assessed using Word’s Mail Merge feature.\. . ,€\€zVÈšP‚H€ƒ€‚ÿ3To print the assessment letters in Word:~N¨‚0 0€œ€zVúšP‚z€ƒ‚ƒ€‚ÿaOpen ASSESS.DOC.bFrom the Mail Merge toolbar, choose Merge to Printer.4¶, (€€: V˜š‚z€€‚ÿNote‰:‚KAO l€u€:ŒVÈš‚z€€€€€€€ëJýÏ€ ‰€¶KA®€‚ÿThe assessment mailing updates the business’s assessment count. Any business that has three assessments within a two-year period will move to the city’s high penalty rate when penalty increase letters are processed. To check a business’s assessment count, use the Filing Status tab (Businesses form).8 ¶ƒA, (€€: V˜š‚z€€‚ÿSee Also{KAþA` €6€:V˜š‚z€†f€D!,JI(`salestax.HLP',`Working_with_mailings')‚ÿ Working with mailings‰ƒA‡Bj ¤€>€:V˜š‚z€†b€‹D!,JI(`salestax.HLP',`MS_Word_mail_merges')€€€€‚ÿ MS Word ‘mail merges’˜1þACg ž€b€:V˜š‚z€†t€”D!,JI(`salestax.HLP',`Processing_penalty_increases')‚ÿ Processing penalty increases for businesses²;‡BÑCw ¾€v€:V˜š‚z€†Ž€¡D!,JI(`salestax.HLP',`Processing_late_or_deficient_tax_payments')€‚ÿ Processing late or deficient tax payments (overview)MCD1ø Ùƒ=DxD?OProcessing penalty increasesZ/ÑCxD+ &€^€>˜ŒJ˜š€€‚ÿProcessing penalty increases for businessesÁ€D9FA P€€:V˜š€€€€€ãƒAó€ ‰€‚‚ÿNew business accounts start with the city’s low penalty rate. Any business that receives three assessment letters within a two-year period moves to the city’s high penalty rate. The penalty rates are set in the controls for the Sales Tax System. To process penalty rate changes, you mail penalty increase letters using the Penalty Increase Letters command (Mailings menu).\/xD•F- *€^€z¨R¶šb‚6€€‚ÿTo process penalty increases for businessesƉ9F[G= H€€zVÈšP‚H€ƒãÄ Âê€ ‰€‚ƒ€‚ÿ1Mail assessment letters to businesses that must pay penalties for the current tax period.2Process the penalty rate increases:yD•FÔH5 8€‰€zVúšP‚z€ƒ‚ƒ‚ƒ‚ƒ€‚ÿaFrom the Mailings menu, choose Penalty Increase Letters.bTo process a penalty increase for a specific business, enter the account number or business name.cTo find out how many businesses will see rate increases, choose Count.dTo implement the rate increases and generate data for the mail merge, choose Generate.î[GòI0 .€Ý€:Vúš‚z€€€‚ÿThe rate change data is stored in the Paradox file PENLETT.DB, which is linked to the Word master document PENALTY.DOC. You will use Word’s Mail Merge feature to print a form letter informing each business of its penalty rate change.qÔHJ, (€â€:VÈš‚z€€‚ÿWhen you generate the penalty increase data, the system updates business accounts with the new penalty rates.b4òIñJ. ,€h€zVÈšP‚H€ƒ€‚ÿ3To print the penalty increase letters in Word:OJpK0 0€ž€zVúšP‚z€ƒ‚ƒ€‚ÿaOpen PENALTY.DOC.bFrom the Mail Merge toolbar, choose Merge to Printer.4ñJ¤K, (€€: V˜š‚z€€‚ÿNote€TpK$L, (€¨€:ŒVÈš‚z€€‚ÿUnlike other form letters in the Sales Tax System, this process cannot be rerun.8 ¤K\L, (€€: V˜š‚z€€‚ÿSee Also{$L×L` €6€:V˜š‚z€†f€D!,JI(`salestax.HLP',`Working_with_mailings')‚ÿ Working with mailings‰\L`Mj ¤€>€:V˜š‚z€†b€‹D!,JI(`salestax.HLP',`MS_Word_mail_merges')€€€€‚ÿ MS Word ‘mail merges’Œ4×LìMX €€h€:V˜š‚z€†V€…D!,JI(`salestax.HLP',`PENALTY_RATES')‚ÿ Setting penalty rates for the Sales Tax System¡.`MNs ¶€\€:V˜š‚z€†Œ€ D!,JI(`salestax.HLP',`Viewing_the_filing_status_for_a_business')‚ÿ Viewing the filing status for a business²;ìM?Ow ¾€v€:V˜š‚z€†Ž€¡D!,JI(`salestax.HLP',`Processing_late_or_deficient_tax_payments')€‚ÿ Processing late or deficient tax payments (overview)],NœO1‹ÿÿÿÿÿÿÿÿ>œO €Ô„Calculating monthly interest on tax balances[0?O €+ &€`€>˜ŒJ˜š€€‚ÿCalculating monthly interest on tax balancesœO €?OËšœO×€1 0€5€:V˜š€€€€‚ÿUse the Calculate Monthly Interest process (Processes menu) to calculate monthly interest on businesses’ sales tax balances at the end of the month.N! €%- *€B€z¨R¶šb‚6€€‚ÿTo calculate monthly interest¹‚×€Þ‚7 <€€zVÈšP‚H€ƒ‚ƒ‚ƒ‚ƒ‚ƒ€‚ÿ1From the Processes menu, choose Calculate Monthly Interest.2Adjust the tax period as needed (the default is previous tax period). A tax period is required.3To calculate interest for a single business, enter the account number or business name.4To find out how many businesses will have interest calculated, choose Count.5To calculate the monthly interest, choose Generate.|P%Zƒ, (€ €:œV˜š‚H€€‚ÿThe process generates an open item for the interest that each business owes.8 Þ‚’ƒ, (€€: V˜š‚H€€‚ÿSee Also"Zƒ"„n ¬€D€:V˜š‚H€†‚€›D!,JI(`salestax.HLP',`HOW_TO_Working_with_Process_Screens')‚ÿ Working with process screens²;’ƒÔ„w ¾€v€:V˜š‚H€†Ž€¡D!,JI(`salestax.HLP',`Processing_late_or_deficient_tax_payments')€‚ÿ Processing late or deficient tax payments (overview)`/"„4…1¾Š$Ÿ?4…‡…t‰Processing business license renewals (overview)S(Ô„‡…+ &€P€>˜ŒJ˜š€€‚ÿProcessing business license renewalsó¶4…z†= H€m€:V˜š€ã|èbv€ €€ ‰€€‚ÿUse this procedure to process license renewals each year. To process a business’s first license application, you must add a business account and set the license fee amount.Q$‡…ˆ- *€H€z¨R¶šb‚6€€‚ÿTo process business license feesÕpz† ˆe ˜€á€zVÈšP‚H€ƒãKYç€ ‰€‚ƒãUö-è€ ‰€‚ƒã'þ‹€ ‰€‚ƒãé¤Ëi€ ‰€€‚ÿ1At the beginning of the year, mail license renewal forms to businesses that have not yet paid their license fees.2As license fees are received, process the receipts for the payments.3Print business licenses for businesses that are current.4Mail license delinquency letters to businesses that missed the deadline for renewing their licenses.8 ˆ؈, (€€: V˜š‚H€€‚ÿSee Alsoœ+ ˆt‰q ²€V€zVÈšP‚H€†€€šD!,JI(`salestax.HLP',`Adding_a_business_account_overview')€‚ÿ Adding a business account (overview)O؈É1ÁöÊ€@ÉŠ­ÂMailing business renewal formsO$t‰Š+ &€H€>˜ŒJ˜š€€‚ÿMailing business renewal letters5ÉGŒ3 4€€:V˜š€‚€€‚€‚ÿUse the Renewal Letters command (Mailings menu) to mail license renewal forms to businesses each year.The process generates data for each business that has not yet paid its renewal fee for the year. The data is stored in the Paradox file BUSLLETT.DB, which is linked to a Mail Merge master document in Microsoft Word. You use Word’s Mail Merge feature to print a form letter for each business that needs to renew its business license.You can print renewal forms for all businesses or for a single business.R%Š™Œ- *€J€z¨R¶šb‚6€€‚ÿTo process business renewal formsZ,GŒóŒ. ,€X€zVÈšP‚H€ƒ€‚ÿ1Process the data for the renewal form:/ú™Œ"Ž5 8€õ€zVúšP‚z€ƒ‚ƒ‚ƒ‚ƒ€‚ÿaFrom the Mailings menu, choose Renewal Letters.bSpecify the year for the renewals.cTo process a renewal form for a specific business, enter the account number or business name.dTo find out how many notices will be processed, choose Count.‰]󌫎, (€º€:Vúš‚z€€‚ÿOnly businesses that have not yet filed their renewal fees for the year will be notified.rD"Ž. ,€ˆ€zVúšP‚z€ƒ€‚ÿeTo generate the data for the renewal letters, choose Generate.¼«ŽÙ- (€€:Vúš‚z€€‚ÿThe data is stored in the Paradox file BUSLLETT.DB. This file is linked with the Word document BUSLIC.DOC, which is used in the mail merge.a3FÀ. ,€f€zVÈšP‚H€ÙFÀt‰ƒ€‚ÿ2To print the license renewal letters in Word:~NÙÄÀ0 0€œ€zVúšP‚z€ƒ‚ƒ€‚ÿaOpen BUSLIC.DOC.bFrom the Mail Merge toolbar, choose Merge to Printer.8 FÀüÀ, (€€: V˜š‚z€€‚ÿSee Also{ÄÀwÁ` €6€:V˜š‚z€†f€D!,JI(`salestax.HLP',`Working_with_mailings')‚ÿ Working with mailings‰üÀÂj ¤€>€:V˜š‚z€†b€‹D!,JI(`salestax.HLP',`MS_Word_mail_merges')€€€€‚ÿ MS Word ‘mail merges’­6wÁ­Âw ¾€l€:V˜š‚z€†Ž€¡D!,JI(`salestax.HLP',`Processing_business_license_fees_overview')€‚ÿ Processing business license renewals (overview)KÂøÂ1u Ÿ†AøÂAÃ…ÌPrinting business licensesI­ÂAÃ+ &€<€>˜ŒJ˜š€€‚ÿPrinting business licenses^2øŸÄ, &€e€:V˜š€‚€‚ÿUse the Print Business Licenses command (Mailings menu) to print a business license for each business that has paid its license fee within a specified range of approval dates.You should print licenses after posting receipts to update the approval date for businesses that have paid their license fees.KAÃêÄ- *€<€z¨R¶šb‚6€€‚ÿTo print business licensesXŸÄBÆA P€/€zVÈšP‚H€ƒãrÀkm€ ‰€‚ƒ‚ƒ‚ƒ€‚ÿ1Post receipts to update the approval dates for businesses that have paid their license fees.2Load your pre-printed business license forms into the printer.3From the Mailings menu, choose Print Business Licenses.4Enter QBE criteria to select businesses to include.ˆZêÄÊÆ. ,€´€zVúšP‚z€ ƒ€‚ÿ§To print a license for a single business, enter the account number or