After you set up your tax structures, the system applies them to all taxable transactions. However, the service functions have some unique tax features, especially Call Activity Recording (CAR) and Call Invoice Recording (CIR). This chapter provides an overview of how taxes are applied to service functions, then highlights special service features.

This chapter covers the following topics:

Introduction
Introduces Global Tax Management (29) and other tax controls and codes.

End-User Tax Detail
Discusses end-user tax data and how it is used.

Taxes for Call Activity
Explains how and where tax data is recorded, how defaults can be established, and how some kinds of defaults can be determined.

Generating and Reviewing Call Invoices
Explains how call invoices can be created and printed and taxes can be edited and reviewed.

Use the functions on the Global Tax Management (GTM) Menu (29) to set up tax rates and other necessary tax controls. Once defined, the system applies the various tax parameters to all taxable transactions.

Each customer, supplier, end user, product line, and item record has a field that determine whether it is normally taxable. In SSM, you set up GTM tax defaults for service categories. Service categories play the same role for expenses and labor that item master records do for items.

SSM uses the taxable status and tax codes to determine defaults for the following service documents:

The system calculates taxes for RMAs and service contracts like it does for sales orders. It calculates taxes for RTSs like purchase orders. This chapter concentrates on taxes in Call Activity Recording (CAR) and Call Invoice Recording (CIR), which are unlike other orders in the system.