APPLICATION: PTM Vision/Customer file/Tax Areas and Quickbooks Desktop/Sales Tax Item

PROBLEM SUMMARY:  Need the Tax Area's decimals taken out to the fourth place

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

1. Access PTM Vision

2. Select C. Customer File

3. Select F4. Edit

4. Select Ctrl+T. Tax Area

5. Select F2. New

6. Enter a Tax Area Code

7. Select F4. Edit

8. In the Percent field, enter a tax percentage that carries out to the fourth decimal place

   1. i.e. 10.1111%

9. Select F4. Edit to save the new tax area to the customer

10. Select Ok to exit the Tax Area window

11. Select F4. Edit on the Customer file

    1. Verify the new Tax Area/Percentage have been set on the Customer

12. Exit the Customer file

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Select Quickbooks Desktop Application

2. Open the Customer file and locate the Customer whose tax area was updated

   1. Verify the Tax Area has been updated for the Customer

3. Open the Item List (Inventory)

4. Locate the Sales Tax Item added

   1. Verify the Tax percentage is shown out to the fourth decimal place

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Quickbooks Desktop Integrations: Please Contact Pluss Sales Department for more Information

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=quickbooks_desktop_integration