Innovative247 Service Request Manager

Dashboard

Tax Profiles

Program #: 1514

Module: System Administration

Overview

Use Tax Profiles (program #1514) to define tax profiles. A menu of Tax Profiles appears in the Contract Master (program #548). To access this program, select Tax Profiles (program #1514) from the main menu of SBN.

The Tax Profiles Window

The following graphic shows Tax Profiles. The upper pane displays previously defined tax profiles.

Field/Column Descriptions

The following table describes the fields and columns used in Tax Profiles.

Field/Column	Description
Type	Identifies the selected tax profile. O For U.S. customers: If option bl020 is on, type the 2-character state abbreviation. SBN matches the state field from the installation address along with the zip code entered in Tax Codes (program #1515) to determine the tax profile instead of using the tax profile field from the contract master. O If a tax profile has been selected on the contract master, SBN uses that profile regardless of option settings. (This field holds a maximum of 60 characters.)
Description	Text description of selected tax profile.
Dealer	Dealer profile assigned to the selected user. (This menu originates from program #1743.)
Rate (1-9)	Correlate to specific services. Rates link to services in the Rate field of Revenue Types (program #1512).
Tax Code	If the service for the corresponding rate field is taxable, you may select an applicable tax code from the menu, or you may select the extra tax code that identifies the service as taxable. O Leave this field blank to identify the service for the corresponding rate field as non-taxable.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button	Name	Shortcut Key	Action	Description
	Get	ALT+F1	1514/ 1	Get record.
	Change	F2	1514/ 2	Change selected record.
	New	F3	1514/ 3	Create new record.
	Delete	SHIFT+F10	1514/ 4	Delete selected record.
	Undelete	ALT+F10	1514/ 5	Restore deleted record.
	Zoom	F10	1514/ 7	Zooms into WO Alternate Tax window.
	Print	CTRL+F8	1514/ 6	Print selected records.
	Previous	F4	1514/ 999	Select last record.
	Next	F5	1514/ 999	Select next record.

Work Order Alternate Tax Tab

When zoomed into a Tax Profile, the "WO Alternate Tax" window will appear. A user can then create/choose an additional tax that will be a applied within a Work Order if the "Override tax06" check box is checked.