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ALTUS ALLIANCE 2016
Sales 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
ALTUS ALLIANCE 2016
Altus Ideas
Thenewwayforyoutosubmitfeature
requeststous.
ALTUS ALLIANCE 2016
Altus Advocates
Membershiphasitrewards.
Enrolltoday.
ALTUS ALLIANCE 2016
Submit your
evaluations to win!
Thanks for coming!
@altusdynamics
altusdynamics.com
linkedin.com/company/altus-dynamics

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