Tax Itemization Detail

Program/Screen: CXTXLI/CXTXLIC1B

Description:

Use this screen to review the detail of one taxable line item on a rental contract.

 

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Navigation

Access this screen by entering 1 in the S column for a taxable line item on the Tax Itemization screen.  Review the tax details for the line item, and press F12 to return to the previous screen.

 

Fields

Contract number

Displays the number of the rental contract and the name of the customer associated with it.

 

Jurisdiction

Displays the state and city jurisdiction for tax purposes.

 

Inside city

Indicates whether the job location for the contract is inside the city limits.

 

County

Displays the county where the job is located.

 

Geocode

If you are using Vertex for tax calculations, this field displays the geographical code assigned to the job location for the contract.

 

Product

Displays the name or number associated with the item being taxed on the contract.

 

Transaction Type

Displays the type of transaction that is being taxed.

 

Taxable Amount

Displays the amount for the item that is subject to taxation.

 

Sub Type

Displays the sub type of transaction that is being taxed.

 

Number of days

For rental transactions, this field displays the number of days of rental based on the estimated date of return.

 

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Surcharge

Indicates whether there is a surcharge on the transaction.

 

Product code

Displays the product code for taxation purposes.

 

Geocode

If you are using Vertex for tax calculations, this field displays the geographical code associated with this product.  For rental items, the geocode is typically the job (destination) geocode.  For sales items, the geocode is typically the shipping origin geocode.

 

County

Displays the county associated with the product.  For rental items, the county is typically the job (destination) county.  For sales items, the county is typically the shipping origin county.

 

Jurisdiction

Displays the tax jurisdiction associated with the product.  For rental items, the jurisdiction is typically the job (destination).  For sales items, the jurisdiction is typically the shipping origin.

 

State Tax Type

Displays the transaction type for state taxation purposes.

 

State Indicator

Indicates the status of taxation for the jurisdiction.

 

State Tax Percentage

Displays the percent of state tax charged.

 

State Tax Charged

Displays the amount of state tax charged on this contract.

 

County Tax Type

Displays the transaction type for county taxation purposes.

 

County Indicator

Indicates the status of taxation for the jurisdiction.

 

County Tax Percentage

Displays the percent of county tax charged.

 

County Tax Charged

Displays the amount of county tax charged on this contract.

 

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City Tax Type

Displays the transaction type for city taxation purposes.

 

City Indicator

Indicates the status of taxation for the jurisdiction.

 

City Tax Percentage

Displays the percent of city tax charged.

 

City Tax Charged

Displays the amount of city tax charged on this contract.

 

District Tax Type

Displays the transaction type for district taxation purposes.

 

District Indicator

Indicates the status of taxation for the jurisdiction.

 

District Tax Percentage

Displays the percent of district tax charged.

 

District Tax Charged

Displays the amount of district tax charged on this contract.

 

Total Tax Percentage

Displays the tax percentage total for all jurisdictions.

 

Total Tax Charged

Displays the total tax charged on this contract for all jurisdictions.

 

Function Keys

Function Key

Description

F1

Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.

F3

Exit.  Exit the page or program.

F12

Cancel/Previous.  Exit the program or move back a screen.

 

 

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