Category:Unassigned

Setting Up and Configuring a Sales Tax

Many operators need to assess, collect and manage a sales tax.

Setting up a sales tax is a fairly quick and straight forward process. There are 3 primary steps, with a fourth step available in the event you need to configure multiple taxes.

1. Configure the Tax Rate
2. Configure the Services
3. Enable display in Fare Components
4. Sales Tax 2
   

Configure the Tax Rate

Tools > Configuration > Application Configuration > General Configuration > Advanced Features Button.

Locate the Tab labeled: Taxes

Sales Tax calculation method:  "Fixed rate, use default"
Default sales tax rate:

enter into the Default sales tax rate field, the tax rate as a percentage.  For 6.5%, enter  6.5

Click Apply and OK to accept the change.

Configure the Services

 Tools > Configuration > Application Configuration > General Configuration > Fare & Services Button

Select the Services Tab
Scroll to the right and locate the column labeled: Apply Sales Tax.
By default, when the sales tax rate is enabled in the configuration step above, ALL services are selected and subject to the tax.  You can remove the check mark for any service(s) where the sales tax may not be applicable.
 

Enable Display in Fare Components

 Tools > Configuration > Application Configuration > General Configuration > Fare Components Button

Scroll down the list and look for "Sales or other tax" in the column labeled Fare component. Once located, read across horizontally.  The items that may be set or changed include:

• Caption - the name you wish to call the sales tax by in the system:  Sales Tax, Tax, State Tax, etc. (double click the field to edit)
  
• Display - determines whether this field and value will be displayed in the Fare Details window of HWeb Agent application (generally set to "yes" or checked).
• Display Priority - a lower value will display the Tax field near the top of the Fare Details window while a lower value will place it closer to the bottom, and the total fare value.
  
• Normally hide when zero? - if checked, the Tax field and value will be hidden from view on the Fare Details window if there is no value in the tax field.  (Typically enabled)
  
• Allow user edit? - if checked, a user may be capable of double clicking the tax value on the Fare Details window and manually adjusting or revising the tax. (Not typically enabled)
  
• Several additional columns are presented, allowing you to determine whether the calculated sales tax value should be included in the calculation of other accounting components, such as commissions, reimbursements, payment splits, etc.  Many of these will be self evident.  If you have any questions as to which of these columns should / should not be enabled for your particular configuration, please contact Hudson Tech Support for assistance, explanation and recommendations.
• If the field surrounding a check box is shaded grey, for reasons of calculation logic, this item is not selectable.
  

Sales Tax 2

There are often instances when multiple sales taxes are collected.  For example, there may be a state mandated Sales Tax of 5%, and then a secondary city tax of 2%.   In this situation, the Primary sales tax, the State tax, would  be setup as outlined above.   You still need to configure a secondary tax.  This is where Sales Tax 2 may be used.

Tools > Configuration > Application Configuration > Fares & Scheduling > Sales Tax 2 Button.

Add a new Sales Tax 2 item by clicking the icon that looks like a white box (press F1, or click
add new sales tax 2 calculation).

• Amount - Enter the tax rate to be configured
• Type - Select from the drop list, how the tax is to be calculated or assessed
• Match Key 1 - Select from the drop list, the condition that controls when the tax is to be assessed
• Match Key 2 - If needed, select additional condition that must be met before the tax is to be assessed.  
• Match Key 3 - If needed, select additional condition that must be met before the tax is to be assessed.  
• Match Key 4 - customarily used when the sales tax 2 is to be assessed to a specific group / profile.  Contact Hudson Tech Support for assistance with this option.
  
• Match priority (0-99) - If multiple Sales Tax 2 items are to be configured, this number will determine which of the sales
  
• Description - Type in your brief description of the sales tax that has been configured.
  

Reporting

Generating and collecting sales tax(es) is the first part of the challenge. The second portion of the process is the ability to report on the taxes assessed and collected.

To generate a report showing tax(es) collected:

Launch the HWeb Admin application:

• Reports > Reservation > Partial Detail > By sales tax (or sales tax 2)
• Define your report date range and parameter ans click execute.
• Reports > Reservation > Not-reconciled > By sales tax (or sales tax 2)
• Define your report date range and parameter ans click execute.

Categories:

• Unassigned