Notes

Year

The Miscellaneous Billing General Parameters, Items, and Categories are saved by year.

Sales Tax Exemptions

Sales Tax exemptions can be set up by item in GNA or by account in Govern.

To verify the items in GNA:

1. Launch GNA.
2. Select Application Configurations > Miscellaneous Billing > Items.

If the Subject to Sales Tax 1 or Subject to Sales Tax 2 options are not selected, the items are exempt from these taxes.

To verify the accounts in Govern.

1. Launch Govern.
2. Open a Profile that contains Miscellaneous Billing.
3. Select the Miscellaneous Billing form.
4. Select the Account entity.

If Exempt #1 is selected, the account is exempt from Sales Tax 1.
If Exempt #2 is selected, the account is exempt from Sales Tax 2.

Accessing the MB General Parameters and Defining the Sales Tax

To access the Miscellaneous Billing General Parameters:

1. Launch GNA.
2. Select the Year menu.
3. Enter the year for the parameters that you want to view in the Current Year field.
4. Select Application Configurations > Miscellaneous Billing.
   The Miscellaneous Billing General Parameters form opens.
5. Select Activate Sales Tax to add sales tax functionality to the Miscellaneous Billing module.
6. If you are applying two sales taxes in your organization, select one of the following tax methods from the drop-down list.
   The two taxes are either added or multiplied.
   Method 1: Amount X (T1 + T2)
   The two sales taxes are added together. Then, the total of the two taxes is applied on the amount charged.
   Method 2: Amount X * T1 * T2
   The first sales tax is applied on the amount charged.
   Then, the second sales tax is applied on this total. Note: If only one Sales Tax is used, it is always applied on the Amount Charged.
7. Enter the tax rate, as a percentage, for the first tax in the Sales Tax 1 (%) parameter.
8. Select an A/R Class Code for the first sales tax from the A/R Class drop-down list.
9. Enter the tax rate, as a percentage, for the second tax in the Sales Tax 2 (%) parameter, if you are setting up two taxes.
10. Select an A/R Class Code for the second sales tax from the A/R Class drop-down list, if you are setting up two taxes.
11. Click Save.

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