If you're having trouble getting customers to pay their bills from paper statements, online payments can make it easier. To learn how to use ECinteractive's A/R Remittance, see our new video tutorial.
When customers show their friendly faces shopping or requesting service in your store, a different tax rate may apply than when you deliver. A new Address Taxability Parameter gives you the flexibility to tax their orders accordingly.
Do you know which screens to check to be sure your year-end figures are properly zeroed out and journals are properly updated? Watch our tutorial, and use our handy one-page checklist.
The U.S. IRS has published payroll tax withholding amounts that are applicable for wages paid in 2013, as of Dec. 31, 2012. Update your payroll parameters and records now to reflect new tax withholding rates.
Every year, you must update your (L4) Federal Payroll Tables screen to reflect annual tax changes. The best time to do this is after you have closed 2012 payroll and printed all 2011 payroll reports and W-2 forms, but before you run your first payroll of 2013.
The announcement with instructions for updating your 2013 tax tables to comply with federal tax laws.
Sales tax rates vary not only from state to state, or city to city, but even within a zip code or city limits. The challenge is to keep up with local sales tax district rates for your nationwide customers' many remote locations. By default in DDMS, if you needed to change a tax rate, you had to create dozens of new tax districts and mass change your customers just to ensure your history would retain the original tax amount while new tickets reflect the new rates. Switching to the Address Taxability module allows you to more easily update tax tables on a regular basis. You can set up each tax authority (state, county, city, zip+4) with its own easy-to-maintain rate. You can set up individual items to be taxed correctly where they are only taxable in a specific jurisdiction. Item taxability is no longer tied to the general ledger department or item SIC code — eliminating double-use of these fields, and freeing you to use item departments and SIC codes for other purposes.
If you wish to switch the SQL tables to maintain Address Taxability, it will require authorization with no additional charge from ECi DDMS Support.
With the CCH Taxing feature, you can use just the right tax rate according to your customer's tax jurisdiction. The CCH Taxing Service provides you greater flexibility of maintaining tax information for customers nationwide — without having to do the state-by-state research yourself. You can subscribe to services from CCH Group (cchgroup.com), to update your DDMS Server's tax tables on a periodic or monthly basis. The CCH Taxing feature allows you to set up individual items so that they can be taxed correctly by category, within each tax jurisdiction.
If you wish to automatically populate address-specific tax tables using CCH Tax Import subscription — instead of creating your own — please contact ECi Sales.
Learn how to link the tax district to a customer’s shipping address, using fields in the (AX) Customer Attentions screen and the Customer Shipto/Attention Tab.
As regional sales tax changes take effect on a frequent basis, ECi DDMS Support oftne receives questions about DDMS tax districts. There is one important thing to remember: If your state sales tax rate changes, or if the rate changes for a particular tax district, you must create a new tax district on your system. This condition applies if you are not using CCH Taxing or Address Taxability.
If your tax rates change, create a new district using these instructions
Learn to use three new tax enhancements: tiered sales tax districts, nesting combined tax districts, and tax rates that vary by category. We created these enhancements to cover the new Tennessee tax laws, but they can be useful to dealers in other areas as well.
Canadian dealers will learn how to set their system to calculate GST, PST, and HST taxes, and which invoice formats and reports include these taxes.
You are responsible for determining exactly how the tax laws affect your payroll. Please consult your accountant and the IRS Web site.