F335 Financials: Advanced | Value-Added Taxes 2017 R2

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The Financials: Advanced | Value-Added Taxes course will walk you through the configuration and use of the Taxes module for maintaining VAT taxes.

Through the step-by-step examples provided in the guide, you will learn how to perform the following tasks in Acumatica ERP:

  • Configuring a tax agency account
  • Creating tax zones and categories
  • Configuring a tax report for the tax agency
  • Creating VATs
  • Processing taxable documents
  • Paying taxes directly to the tax agency
  • Preparing a tax report for the period
  • Reconciling a tax report with the General Ledger module
  • Releasing a tax report and closing tax period
  • Preparing tax report revisions
  • Configuring withholding taxes and reporting them to tax agency
  • Adjusting VAT for early payments
  • Creating taxable General Ledger transactions
  • Selecting the calculation method for taxes
  • Configuring VAT variations
What's new in this course ?
What's new in this course ?
The course has been updated as follows:

  • The guide has been updated to reflect the 2017 R2 version of Acumatica ERP.
  • The Introduction to Acumatica ERP User Interface topic has been added to the guide. The topic introduces the new Acumatica ERP modern UI and briefly describes how a user navigates in the system and searches for forms.
  • The Tax reporting process diagram in the Sales Tax Reporting and VAT Reporting topics has been updated with steps 7 through 9 to reflect the process of releasing the tax report and preparing and sending a tax bill to the tax agency.
  • Lesson 4 has been updated with a description of how to close a tax period and view tax periods for the sales tax report on the Tax Periods form (TX207000).
  • Lesson 6 has been updated with redesigned tables illustrating how taxes are calculated using the EXTRITEM, CALCDOC, and CALCITEM calculation methods.
  • Lesson 13 has been updated with a description of how to close a tax period and view tax periods for the VAT report on the Tax Periods form (TX207000).
  • Lesson 17 has been updated with redesigned tables illustrating how taxes are calculated using the EXTRITEM, CALCDOC, and CALCITEM calculation methods.

Training Materials

F335 TRAINING GUIDE

Installations

DOWNLOAD ACUMATICA

Downloads

Acumatica 2019 R1

Acumatica ERP          Acumatica Framework 

Acumatica 2018 R2

Acumatica ERP          Acumatica Framework 

Acumatica 2018 R1

Acumatica ERP          Acumatica Framework 

Acumatica 2017 R2

Acumatica ERP          Acumatica Framework 

Acumatica 6.1

Acumatica ERP         Acumatica Framework

Acumatica 6.0

Acumatica ERP         Acumatica Framework

INSTALLATION GUIDE

Installation Guide

Acumatica 2019 R1
Acumatica 2018 R2
Acumatica 2018 R1
Acumatica 2017 R2
Training Recordings
Training Recordings

Please note, instructional materials are updated to Acumatica 2017 R2.

For instructor-led sessions, Acumatica 5.3 was used. We will update sessions as soon as new online training sessions will be conducted on a base of Acumatica 2017 R2.

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F335 Acumatica Financials: Advanced Value-Added Taxes 5.3 - Session 1 of 3

Session One

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F335 Acumatica Financials: Advanced Value-Added Taxes 5.3 - Session 2 of 3

Session Two

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F335 Acumatica Financials: Advanced Value-Added Taxes 5.3 - Session 3 of 3

Session Three

Additional Reference

Tax Calculation

Tax Report Configuration

Reporting Settings (TX205100)

Value-Added Tax and Its Variations

Managing Tax Zones and Categories

Related Courses

F100 Financials: Basic 2017 R2

F200 Financials: Intermediate 2017 R2

F310 Advanced | Fixed Assets 2017 R2

F320 Advanced | Contracts 2017 R2

F330 Advanced | Sales Taxes and Avalara Integration 2017 R2

F340 Advanced | Multi-Currency Accounting 2017 R2

EU: Basic Financials 2019 R1

EU: Prices and Discounts 2019 R1

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