California 1 percent (1%) Lumber tax
This article provides instruction and information on setting up California 1 percent (1)% Lumber tax. Creating a department Assigning the department Assigning tax definitions Creating a department In Paladin, from the main menu, select File >Setup. Select the Dept tab. Under the ID and Name field, click New. In the Name box, enter LUMBER. Enter […]
California Agriculture exemption tax
This article provides instruction and information on setting up California Agriculture exemption tax. Creating a department Assigning the department Assigning tax definitions Assign agriculture tax exemption to all qualifying clients Creating a department In Paladin, from the main menu, select File > Setup. Select the Dept tab. Under the ID and Name field, click New. […]
Safeguard: Manager override when Tax flag disabled in Invoice/Quote
To avoid the tax flag from being disabled when processing a transaction in Paladin’s Invoice/Quote module, manager approval is required in order to uncheck the Tax box. For the tax flag to be active or disabled for all items, the top checkbox is used. For the tax flag to be active or disabled for individual […]
Tax Holiday Set Up
A tax holiday is a time period when some items are sold tax-free or partially tax-free. For example, during a tax holiday, customers may purchase outdoor recreation items or school supplies and not pay sales tax. Or customers may purchase some more expensive items, such as a $400 bicycle, but only pay tax on the […]
Beginner’s Guide to Everything Sales Tax
Even though most U.S. businesses are required to collect and remit sales tax, few actually understand all the rules, or how to comply. Avalara and Paladin can help.
Accounts receivable and sales tax reporting
Paladin Data Corp’s accounting calculations and reporting methods, including sales tax reporting, follow generally accepted accounting principles (GAAP) and are designed to reconcile all presented data. Understanding the timing of revenue recognition is key to understanding sales tax reporting in Paladin. Investopedia, a global corporate finance and accounting firm, provides the following summary of revenue […]
Avalara AvaTax™
This article provides instruction and information on the following: About Avalara AvaTax™ Client requirements for integrating with Avalara How to set up Avalara AvaTax™ with Paladin How to manually update Avalara AvaTax™ address information How to manually send offline transactions to Avalara AvaTax™ How to manually update Avalara AvaTax™ tax information How to manually compare […]
Avalara AvaTax™: Customer tax exempt code
Note: This feature is for stores that use the Avalara AvaTax™ service with Paladin. Note: If you see the tax subtotal on the main Invoice screen, Avalara isn’t enabled. Only the pre-tax subtotal is shown in the bottom-right corner of the screen when Avalara is enabled. If you just enabled Avalara, restart Paladin before testing […]
Sales tax compliance – a love story
Sales tax is compulsory, complex and costly but it doesn’t have to be all drudgery. In this webinar you’ll learn how Paladin’s integration with Avalara’s AvaTax service can ease this burden with real time, cloud based, always up-to- date tax calculations.
Taxes
IMPORTANT: You must set up the tax definition before you can follow any other procedures listed in this article. The following provide instruction and information on the following: How to set up a tax definition How to set up Tax Free definition How to assign a tax definition How to create a tax exemption message […]
Do It Best: Electronic coupons
Paladin supports and automatically processes the Do It Best (DIB) family of dollar off coupons. The data to drive this customer-friendly program is transmitted to your store inside the existing file maintenance download files. As each coupon is reviewed and processed, the “retail” price of each coupon is set to a negative value. This allows […]
