ALTUS ALLIANCE 2016Sales Tax Setup and Maintenance

Your Presenter

Rhett Williams CPA, CA.• Master Finance Consultant • Joined Altus 2009

Objectives• Provide a better understanding on how best to set up

and maintain Sales Taxes in the solution.

• Dealing with Sales Tax differences on Purchase Invoices

• Sales Tax options for WebApps

Set-up• Tax Groups

• Tax Jurisdictions

• Tax Area Codes

• Tax Details

• Tax Posting Set-up

Maintenance • Copy Feature

• Rapid Start Configuration Packages

• Adding Provinces

• Changing Rates

Sales Tax on WebApps • Purchase & Payment Requests – Options

• Expense Requests – Options

• Set-up

Processing• Sales Invoice

• Purchase invoice• Validating• Balancing to Vendor Invoice• Self assessment

• General Journals

Questions & Answers

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