Customer tax categories

Security

By default, ActivityHD considers all customers to be subject to tax. Customer tax categories can be used to group customers for taxability and tax reporting purposes. In particular, you can define customer tax categories to assign a nontaxable status to certain groups of customers. You can also use customer tax categories to group taxable customers for tax reporting using rules defined at the tax rate detail level. For instance, some states require you to report sales and tax collected from certain categories of customers.

You can assign a default tax category on customer records. When an invoice is entered for a customer, the tax category defaults from the customer record but can be overridden when needed.

Extras\Accounts Receivable\Import AR Customer Tax Categories.xls
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Customer tax categories security

Common accesses available on customer tax categories

Access A user with this access can...
Change Use the mass change action on customer tax categories.
Custom Fields Create and edit custom fields for customer tax categories.
Data Have read-only access to customer tax categories from anywhere in the software (e.g., field validations, filters, date expressions).
Delete Delete customer tax categories.
Edit Edit customer tax category records.
Export Export customer tax category records from ActivityHD.
Import Import customer tax category records into ActivityHD.
New Create new customer tax category records.
Read Have read-only access to customer tax category records.
Report Run reports with customer tax category information.
Report Designs Create and edit report designs with customer tax category information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers Create and edit action profiles and report profiles related to customer tax categories.
Shared Filters Create and edit shared filters on customer tax categories.
Visible View the Tax Categories, Customer folder in the Navigation pane.

 

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Report Email dialog

From
The email account from which to send the email. Valid options are:
  • Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
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  • Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.