New Procedures For Charging Sales Tax in POS

To All Employees:

In an attempt to completely automate the mandated collection of sales tax for the state of New York (as well as Connecticut and New Jersey), the following changes have been made to the methods and procedures you've all been used to for years. Please Note All Changes, Which Are In Effect Immediately.(Items in Dark Blue Directly Effect POS Sales Processing)
1. There are no longer picked-up, delivered or non-taxable tax codes
They are replaced by one jurisdiction code each (for the corresponding city, county or state)

2. The correct jurisdictional or exempt tax codes are automatically tied to all accounts / jobsYou no longer need to to manually assign a specific type of tax code to a transaction; Including:

• Sales to Exempt (Regular and *9) Main Accounts      
• Sales to Exempt (Regular) Job Accounts
• Generic Customer (*0 to *5) Tax Exempt Sales (See #3 Below)

3. For Tax Exempt Jobs, There is No Longer a Need to Ring Up Tools, Equipment or Repairs on a Separate Invoice / Ticket Taxes are automatically calculated for those items which are legally exempt and those which have a sales tax liability according to state law

4. Instead of Changing Tax Codes for Generic Cash Accounts, Use:

• *6 -- For Generic Sales to Tax Exempt Institutions or Organizations
  (Purchased from a Religious, Medical, Governmental, Educational or Wholesale Customer )
• *7 -- For Generic Sales to a Contractor working a Tax Exempt Job
  (Where a contractor is buying material for a tax exempt job like a church, school or hospital)

Note: Before Changing the Customer from *0 to *5 to Either *6 or *7, Confirm a Resale Certificate, ST120 Form or Other Documents have been submitted or are on file in the Accounting Office

5. Instead of Changing Tax Codes for Non-Generic (A/R Regular) Accounts, Either:

• Use the Correct Job Account Where Available
• Have the Office Quickly Set Up an Exempt Job Account under the Main Account
• Call Michael, Jeanine or Michael to Override the Tax Code
  (Tools and Equipment will need to be processed on a separate invoice)
• Ring Up The Sale as Taxable, Submit Exempt Forms & Invoice for Vito to Adjust and Credit Customer - They Will Credited Before the Incorrectly Taxed Invoice Is Sent Out on Statement)

6. Instead of Changing Tax Codes for Non-Generic (*9 Cash) Accounts, Either:

• Have the Office Quickly Set Up an Exempt Job Account under the Main Account
• Call Michael, Jeanine or Michael to Override to Tax Code.
• Ring Up The Sale as Taxable, Submit Exempt Forms & Invoice for Vito to Adjust and Credit Customer - They Will Credited Promptly)

7. Until Back Office Reporting & Programming Work is Complete, No One Other Than Jeanine, Michael or Vito Have Access to Change Tax Codes in Point of Sale
If you require a tax code to be overwritten for an exempt job sale, Call the New Rochelle Office for Remote Managers Override