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SIS 2000+ Food Services

Sec. 4c, Rates / Sales Taxes
 

Sales taxes may be assessed and reported on sales of Meal Items and ala Carte items made to specific Consumer Types (Student, Faculty, Adult Visitor, Child Visitor). Multiple tax rates may be used. Change records with effective and expire dates are stored for each sales tax rate. Reports reference these change records to determine the tax rate in effect as of the report date range. The Sales Tax Payable Report itemizes total sales per taxable category, total tax due per category, total tax due per sales tax Type, and total Sales Tax Due for a user-defined report date range. Tax parameters may be left unset if sales tax is not assessed on sales of food items. The following steps must be completed to collect and report sales tax:

1. Set Types of Sales Tax (State, Local, County etc.) - Sec. 4c.1
2. Set the Tax Rate for each Type of tax - Sec. 4c.2
3. Identify taxable Consumers and Food Types - Sec. 4d

4c.1 Set Sales Tax Types
Sales Tax Types are not Food Service specific, since if sales tax is applicable, items in addition to food items may be taxed. Sales Tax Types are set and edited from within the Table Editor, located in the SIS 2000+ System menu. Locate the Sales Tax table by clicking on the Table drop down list box, and verify that correct tax Types are present.

Fig. 1 - Table Editor, locate Sales Tax Table
 

4c.2 Run the Sales tax rates editor
The Sales Tax Rates editor is located in SIS 2000+ Food Service Rates, File menu. From within Rates, click on File and select Sales tax rates (Fig. 2).

Fig. 2 - Rates File menu
 

Sales Tax Rates editor
The Sales tax rates editor displays in read-only mode, with the Edit and Done buttons enabled (Fig. 3).

Fig. 3 - Sales Tax Rates, read-only mode
 

Tax Rate Editor command buttons

Edit -
Places the Tax Rate editor in edit mode and permits existing tax rates to be edited.

Add -
Activates a new rate row with a default tax rate of '0.000000'.

Delete -
Removes a selected (by clicking on) tax rate.

Undo -
Reverts back to the last saved version for this rate.

Save -
Records this tax rate

Done -
Exits the Tax Rate editor and returns to the Food Services Rates screen.
 

4c.2.1 Select Tax Type
Tax Types specified in the Sales Tax Table (Table Editor, Sec. 4c.1) are available for selection. Click on the drop down list box to display all tax types (Fig. 4). Click on a tax type to select.


Fig. 4 - Select tax Type
 

Remember, tax rates must be set for all tax Types assessed on food service sales.
 

4c.2.2 Edit Rates for this Tax Type
Click on the Edit button. The Rates grid and the Add, Delete, Undo, and Save buttons enable (Fig. 5). Existing rates may be edited selecting a row by clicking anywhere on it, then retyping. Editing should be performed only to correct data entry errors or to modify effective and expire dates. If a tax rate has changed, the current rate should be expired, and a new rate completed.


Fig. 5 - Sales Tax Rates, edit mode
 

4c.2.3 Change a Tax Rate / Add a Tax Rate
Click on the Add button to activate a new Tax Rate row. Complete the Tax Rate, then tab to and complete the Effective and Expire dates for the new rate (Fig. 6). If this new rate is replacing an existing rate, use the Tab key or the up/down and left/right arrow keys to move to the Expire date field for the existing rate and close that rate by entering an expiration date. Click on Save when finished.


Fig. 6 - Add a new tax rate, expire previous tax rate