Tax Calculation Configuration

The Tax Calculation Configuration program is used to specify Tax Rates and the circumstances under which the Taxes apply. Taxes are automatically calculated in the Customer Service program and the Quick Bill Entry program based on the setup configured in this program. The rules specified here work in conjunction with the Tax Setup in individual Commodity Codes, Zone Codes and Customer Profiles (all setup in Codes Maintenance and the Customer & Vendor Profiles programs).

If your Trucking company operates in Canada, you may have to adjust your taxation rules based on the introduction of the HST in certain areas. This is a relatively simple process.

You are now HST compliant.

Errors in your Taxes after applying the fix for the GST Changes as of July 1st are due to your Zone Tree values not being setup correctly.

Note: It is recommended that customers who still have 'PQ' and 'NF' Zone Codes update their Zone Tree to use 'NL' and 'QC' codes instead. Make sure all rate sheets are also adjusted that use these zones.

Exit

Selecting this option will close the Tax Calculation Configuration program.

For more information on the Multi-Company options available from the Menu Bar, see the Multi-Company documentation.

The Navigate Menu contains the standard TruckMate Navigation Bar, used to browse through your Database records.

TruckMate Monitor

Click the down arrow next to this button to access the various functions of the new TruckMate Monitor.

Remember Position / Size

Selecting this option will maintain the program window position and size upon close. When the program is re-opened, it will appear the same.

TruckMate Help

Selecting this button will open the Tax Calculation Configuration topic in the TruckMate Online Help file (the page you are currently viewing).

Service Portal

Selecting this button will open an instance of your default Internet browsing software, with the https://www.tmwcare.com login page displayed.

About

Selecting this button will open the standard TruckMate About window, which contains important information about the application you are currently using, including its version number (important for support calls).

Filter By Jurisdiction

Clicking this button will open the Set Jurisdiction Filter window, which allows you to view only the Tax rates for the Jurisdiction or Date Range that you specify.

Clear Filter

Clicking this button will clear the Jurisdiction Filter information that has been set up and applied to the main window.

These options are used by the automatic tax calculation routine to determine which criteria must be flagged as taxable before taxes will be assessed. Taxes will only be assessed on a freight bill if all the items checked off the in Tax Rules section are configured as taxable in their individual profiles. For example, if the Client, Pickup Zone and Delivery Zone are checked off in the Tax Rules section, but the freight bill’s delivery zone is not configured as taxable in the Codes Maintenance program, tax will not calculate on the freight bill even if the customer and pickup zone codes are configured as taxable. If none of these boxes are checked, the tax will be charged on all freight bills.

Client

If the Client box is checked, the profile of the freight bill’s bill-to customer will be searched to see if the tax code applies to this customer. Customer’s tax code profiles are configured on the Customer & Vendor Profiles program > Billing Tab.

Commodity

If the Commodity box is checked, the setup of the commodity code (set in the Codes Maintenance program > Commodity Code Tab) will be analyzed to see if this tax code applies to the commodity. A freight bill can have multiple detail lines, each with its own commodity code. When this is the case, each commodity code will be searched, and tax will only be charged on the detail lines whose commodities are configured for this tax.

Acc Charges

If this flag is checked, the accessorial charge’s setup will be checked (set in the Codes Maintenance program > Accessorial Charges Tab) to see if taxes are applicable to that accessorial. If the accessorial is configured for either 'Tax 1' or 'Tax 2' charges, then the taxes will be applied when this accessorial charge is used on a Freight Bill. If neither of these flags are selected in Codes Maintenance, the accessorial charge will not be taxed when used on a Freight Bill.

Calculate on top of other taxes

If the amount charged for the other tax code is subject to taxation with this tax code, check this box. For example, in some jurisdictions, provincial sales tax is charged on the federal Goods and Services tax. If both taxes were charged at the rate of 7 percent and the net amount of the freight bill was $100, GST would be calculated at $7.00, but PST would be calculated $7.49 (if the Calculate on top of other taxes box was checked).

Pickup Zone

If the Pickup Zone flag is checked, the setup of the zone code (set in the Codes Maintenance program > Zone Codes Tab) will be searched to see if this tax code applies to the freight bill’s pickup zone. In the Customer Service program, the pickup zone is labelled the 'Start Zone'. In the Quick Bill Entry program, the pickup zone is displayed under the Shipper fields.

Delivery Zone

If the Delivery Zone flag is checked, the setup of the zone code (set in the Codes Maintenance program > Zone Codes Tab) will be searched to see if this tax code applies to the freight bill’s delivery zone. In the Customer Service program, the delivery zone is labeled the 'End Zone'. In the Quick Bill Entry program, the delivery zone is displayed under the Consignee fields.

Use the '+' button on the TruckMate Navigation Bar at the top of the program window to add records into this Grid.

Jurisdiction

Double-click this field to enter a Jurisdiction Code into this field. When you specify a Tax Rate for this detail line, it will only apply to the Jurisdiction set here. If you specify a Country code in this field, all of it’s 'child' Jurisdictions (ie: 'CANADA' = 'BC', 'AB', etc..)will have the same Tax Rate applied.

Effective Date

Double-click this field to open a Calendar menu. Select the date that the Tax Code comes into effect.

Tax Rate

Enter the Tax Rate (percentage) that should be charged for this Jurisdiction and Effective Date.