Government Tax/Fee Rate Configuration

In this area, you can configure the tax and fee rates that apply when specified policy types in specified issuing locations are billed. These taxes and fees can then be generated from the Transactions area via the Generate Tax/Fee action or the Generate Tax/Fee button in the Add a Transaction workflow.

1. From the Home screen, do one of the following:
   • Click Configure on the navigation panel.
   • Click Areas > Configure on the menubar.
   • Click the down arrow next to Home on the options bar and select Configure.

   From any other area of the program, do the following:

   • Click the down arrow next to Home on the options bar and select Configure.
   • Click Home > Configure on the menubar.
2. Click Accounting on the navigation panel or Areas > Accounting on the menubar.
3. Click Government Tax/Fee Rates on the navigation panel. A list of current (not yet expired) government tax/fee rates displays.
   
   To view a list of expired government tax/fee rates, click the view filter at the top of the list and select Expired.

From here, you can do the following:

1. • Add a Government Tax/Fee Rate
     1. Do one of the following:
        • Click the Add button to the left of the list.
        • On the menubar, click File > New > Tax/Fee Rate.
        • On the options bar, click New > Tax/Fee Rate.
        • With focus on the list, press [Insert] on your keyboard.
        • Press [Ctrl] + [N].
     2. In the Details frame, select a Transaction code. Only transaction codes belonging to the Government Tax or Government Fee class are available for selection.
     3. Select the State/Province to which this rate applies.
     4. Enter the effective and expiration dates for the rate in the Term fields. You can also clear the Term fields to leave the term open.
        
        Note: The term used on the government tax transaction in configuration is based on the effective date of the production transaction, rather than the effective date of the policy.
     5. Complete the following tabs:
        • Descriptions
          1. The active language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.
          2. Enter a Description for the rate. Make it as descriptive as possible, as this Description will be used to identify the rate when users select it during billing.
             1. If you have more than one language available, the Description you enter populates for every language.
             2. To change the Description that will display in a different language, select the Language from the list or the dropdown menu and enter a Description.
             3. The Update matching descriptions in other languages option defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
        • Rate
          1. In the Type field, select % (percentage of the production transaction) or $ (flat amount).
          2. Enter the Percent or the Amount, depending on the Type you selected.
          3. If you selected %, specify whether to use <No Rounding> or to round to the nearest Whole Dollar when calculating this rate.
          4. If you want to include this tax in the premium on the Add Transaction screen, select the checkbox for Default tax as included in premium when in Transaction Add checkbox.
        • Policies

          Specify whether this rate is applicable to All or Selected policy types.

          If you choose Selected:

          1. Click the Include radio button to choose policy types for which this rate can be used, or the Exclude radio button to choose policy types for which this rate cannot be used.
          2. To add included/excluded policy types, click the Add button to the left of the list. The Add Policies screen displays, allowing you to check the applicable policy types. When you are done selecting policy types, click Finish.
          3. To remove a policy type from the Included/Excluded list, select the policy type and click the Delete button or press [Delete] on your keyboard. You are prompted, “Do you wish to delete this record?” Click Yes.
        • Transactions

          Specify whether this tax/fee rate can be generated during All or Selected production transactions.

          If you choose Selected:

          1. Click the Include radio button to choose transaction codes for which this rate can be generated, or the Exclude radio button to choose transaction codes for which this rate cannot be generated.
          2. To add included/excluded transaction codes, click the Add button to the left of the list.
             1. The Add Transactions screen displays. All production transactions (transactions in the Account Current/Direct Bill, Account Opening Balance, Company Fee, Company Tax, Fee, Miscellaneous User Defined, Service Charge, and Service Fee classes) display by default. To include transactions in the Government Tax and Government Fee classes, check Include government taxes/fees (this option is available only if the Include radio button is selected).
             2. Select the applicable transaction codes. When you are done selecting transaction codes, click Finish.
          3. To remove a transaction code from the Included/Excluded list, select the transaction code and click the Delete button or press [Delete] on your keyboard. You are prompted, “Do you wish to delete this record?” Click Yes.
        • Payment
          1. Select the Government entity to which this tax/fee should be paid. The list populates with vendors designated as government entities in Vendor detail.
          2. The Payment contact defaults. To select an alternate payment contact for the account, click the lookup button . Choose the appropriate contact and click Finish. The payment Address for the selected contact displays.
     6. Click Add to save this rate and add another. When you are finished entering rates, click Finish. To discard your changes, click Cancel.
        
        Note: You cannot enter two rates for the same tax/fee transaction and issuing location that overlap policy types, associated transactions, and effective terms. If all of these criteria overlap, an Unable to add duplicate rates with overlapping criteria message displays. To continue entering this rate, you must first update the existing rates to modify one of the overlapping criteria.
   • Edit a Government Tax/Fee Rate
     1. Select the rate and do one of the following:
        • Click the Edit button to the left of the list.
        • Press [Enter] on your keyboard.
        • Double click the rate.
     2. The Details frame and the Descriptions, Rate, Policies, Transactions, and Payment tabs are enabled for editing. See the instructions under Add a Government Tax/Fee Rate above for more information.
     3. Click Finish to apply your changes or Cancel to discard them.
   • Copy a Government Tax/Fee Rate

     Copying a rate creates a new rate for the same tax/fee transaction as the selected rate. The effective and expiration dates, as well as all information on the Rate, Policies, and Transactions tabs, are copied as well, but the Issuing Location and Description, as well as the fields on the Payment tab, are blank. This workflow can be useful when you create similar rates for multiple states/provinces.

     1. Select the rate and do one of the following:
        • Click Actions > Copy Rate on the menubar or options bar.
        • Right click the rate and select Copy Rate.
     2. You are prompted, “Do you wish to copy the selected rate?” Click Yes.
     3. Fill in any missing information and make any necessary modifications to copied information. See the instructions under Add a Government Tax/Fee Rate above for further instructions.
     4. Click Finish to save the copied rate or Cancel to discard it.
   • Delete a Government Tax/Fee Rate

     Select the rate and click the Delete button to the left of the list or press [Delete] on your keyboard.

     • If the rate has been used in the system, you cannot delete it. You are instead prompted to modify the rate’s expiration date so that it cannot be used in the future.
     • If the rate has not been used in the system, you are prompted, “Do you wish to delete this record?” Click Yes.
   • Print a List of Government Tax Fee Rates
     1. Do one of the following:
        • Click the Print button to the left of the list.
        • Click File > Print > Listview on the menubar.
        • Click Print > Listview on the options bar.
        • Press [Ctrl] + [P] on your keyboard.
     2. The Print Preview screen displays.
        
        Click Page Setup to specify the print parameters or to change the printer to which the document should be sent. Complete this window as you would for any other document.
        
        Change the Zoom percentage to change the size of the document on the screen for easier viewing.
        
        Click the Single Page View , Double Page View , and Multiple Page View buttons to specify the number of pages that should display on the screen.
        
        Use the First Page, Next Page, Previous Page, and Last Page buttons to scroll through the pages on the screen, or enter the desired page number in the field provided and press [Enter].
        
        Click the Print button to print the document. Your Print window displays. Print this as you would any other document.
        
        Click Close to exit the screen without printing the document.
   • Run the On Demand Government Tax/Fee Rates Report

     Print detailed information on all tax/fee rates installed in the system, or just those that match the selected criteria.

     1. On the menubar or options bar, click On Demand > Government Tax/Fee Rates.
     2. The Government Tax/Fee Rates window displays. Make selections in the Criteria frame.
        1. The Tax/Fee, Issuing Location, Government entity, and Entered by criteria default to include all records. To filter by any of these criteria, select a particular Tax/Fee transaction code, Issuing Location, Government entity, or Entered by employee from the dropdown menus.
        2. The criteria for the rate’s Effective date, Expiration date, and Date entered default to include all dates. To set any of these criteria to include only a specific date range, select the appropriate dates from the dropdown calendars.
     3. In the Policies frame, leave the All radio button selected to report on rates associated to all lines of business, or click the Selected radio button and check the appropriate policy types in the list.
     4. In the Transactions frame, leave the All radio button selected to report on rates associated to all production transaction types, or click the Selected radio button and check the appropriate transaction codes in the list.
     5. When you have finished defining criteria, click Preview. The Print Preview screen displays.
        
        Click Page Setup to specify the print parameters or to change the printer to which the document should be sent. Complete this window as you would for any other document.
        
        Change the Zoom percentage to change the size of the document on the screen for easier viewing.
        
        Click the Single Page View , Double Page View , and Multiple Page View buttons to specify the number of pages that should display on the screen.
        
        Use the First Page, Next Page, Previous Page, and Last Page buttons to scroll through the pages on the screen, or enter the desired page number in the field provided and press [Enter].
        
        Click the Print button to print the document. Your Print window displays. Print this as you would any other document.
        
        Click Close to exit the screen without printing the document.