Tax Free Time Periods

Owned by Amy Blanchard
Last updated: Sept 01, 2020
2 min read

This document will explain how to configure DVMAX so that your customers will not be charged tax for a given period of time, like tax free weeks/weekends.

At the start of the tax free period

 Note: You may need to log in as Administrator to perform these changes.

  • From the Section pull-down, choose System Constants

  • Locate the Finance Constants Tab

  • In the Sales Tax Rates box, locate the tax record that should not be charged.WRITE DOWN THE TAX CODE INFORMATION. This is very important, as you will need to reenter the EXACT same information after the Tax Free period. 

  • Double-click and delete the record using the Delete button.

  • Confirm the deletion

After the tax free period

Reenter the Tax Code Information:

  • From the Section pull-down, choose System Constants

  • Locate the Finance Constants Tab

  • Double-click in the Sales Tax Rates box.

  • Reenter your Tax Name, Tax Code and Tax Amount. IT MUST BE THE SAME as the the information you deleted at the beginning of the tax free period.

  • Click OK to confirm

Reset Taxable Bill Items to Charge Tax:

  • From the Section pull-down, choose Inventory Management

  • Search for Bill Items by General

  • From the drop down (or the first box, depending on version), choose Taxable

  • Choose Is True, (or click Is Equal To, depending on version), then choose True

  • Click Query. A list of bill items will be generated.

  • From the Bill Item pull-down, choose Change Item Settings

  • In the Bill Item Costings area, set the Sales Tax Rate to your tax record

  • Click the Set button just to the right of that setting

     

  • Once you get confirmation it is complete, click OK. 

  • Quit DVMAX Client and relaunch for these changes to take effect.