QAD 2017 Enterprise Edition > User Guides > Global Tax Management > Implementing GTM
  
Implementing GTM
This chapter includes details of the data required to set up a tax system and support special taxes.
Implementing GTM
Describes the data required to set up GTM and define special kinds of taxes.
Multiple Language Descriptions
Define descriptions for tax codes in all required languages.
Setting Up Tax Zones
Identify geographic regions subject to the same tax types and levels of tax reporting.
Setting Up Tax Types
Define taxes that are separately calculated and reported to a specific jurisdiction.
Setting Up Tax Classes and Usages
Set up tax classes and/or tax usage codes to accommodate taxation differences.
Setting Up Tax Environments
Define sets of tax types that apply to ship-from and ship-to tax zones.
Setting Up Trailer Charges
Configure trailer charges to appear at the end of transactions.
Setting Up Tax Bases
Set up taxes based on a percentage of the item amount.
Setting Up Tax Boxes and Groups
Set up tax boxes and groups for tax reporting.
Setting Up a Tax Calendar
Configure the tax calendar on which tax reporting is based.
Setting Up GL Accounts
Verify that all necessary tax accounts are defined
Setting Up Tax Rates
Define domain-specific tax rates.
Setting Up GTM Control
Configure GTM control settings.
Updating Addresses and Items
Configure the source data from which tax data is derived.
Implementing Special Taxes
Implement specialized taxes in GTM.
Implementing China Golden Tax
Implement the specialized China Golden Tax.
Implementing Withholding Tax
Implement withholding tax functionality, which lets you withhold tax when paying suppliers and then declare the tax part of the supplier payment to the authorities on that supplier’s behalf.
Implementing Gross Income Accounting
Describes gross income accounting, where sales are recorded in the general ledger gross of tax and the tax amount is expensed through the profit and loss account.
 
Implementing GTM
This section describes the data required to set up GTM and define special kinds of taxes.
GTM Implementation Programs lists the activities and functions used to implement Global Tax Management (GTM).

GTM Implementation Programs
 
Activity
Use this program...
Setting up country codes
Country Create (36.1.3.1.1) and Country Code Data Maintenance (2.14.1)
Setting up state/province and county codes
State Create (36.1.3.2.1) and County Create (36.1.3.3.1)
Setting up tax zones
Tax Zone Maintenance (29.2.1)
Setting up tax types
Tax Type Maintenance (29.1.1)
Setting up tax classes and tax usages
Tax Class Maintenance (29.1.5)
Tax Usage Maintenance (29.1.9)
Setting up tax environments
Tax Environment Maintenance (29.3.1)
Setting up trailer charges
Trailer Code Maintenance (2.19.13)
Trailer Tax Detail Maintenance (29.1.21)
Setting up tax bases
Tax Base Maintenance (29.1.13)
Setting up tax boxes and groups
Tax Box Create (29.6.1.1.1)
Tax Group Create (29.6.1.2.1)
Setting up tax calendars
Tax Period Create (25.4.4.1)
Setting up general ledger accounts and sub-accounts
Account Create (25.3.13.1)
Sub-Account Create (25.3.17.1)
Setting up tax rates
Tax Rate Maintenance (29.4.1)
Tax Rate Copy/Update (29.4.5)
Setting up the control program
Global Tax Management Control (29.24)
Updating existing base records
Business Relations (36.1.4.3)
Customers (27.20.1)
Customer Ship-Tos (27.20.2)
End Users (27.20.3)
Suppliers (28.20.1)
Product Line Maintenance (1.2.1)
Item Master Maintenance (1.4.1)
Service Category Maintenance (11.21.9)
Note: U.S. and Canadian taxes can also be calculated using an external Sales and Use Tax system. In this case, GTM must be set up based on special requirements. See QAD Sales and Use Tax Interface User Guide.