Summary
The Licensing and Tax Setup window is used configure the Licensing and Tax Online Application. The Business Licensing and Tax online application is a web-based business licensing and tax portal that allows business owners and license holders to renew licenses, file business tax returns and pay fees or taxes online.
Step by Step
1 Configure the Licensing and Tax online application.
- Open the Licensing and Tax Setup window (SS> Web Application Setup> Licensing and Tax).
- The General tab is used to specify the general settings for the Business Licensing and Tax online application.
- The Batch Prefix field determines the first three digits of the five digit batch prefix for the daily Licensing and Tax cash receipts batch. This number should be sufficiently high enough to avoid conflicting with standard cash receipts batches created throughout the normal course of the month.
- For example, if the three digits entered here are 789, the first batch generated by the Licensing and Tax online application in July of 2019 would be 78901.07.2019.
- The Batch Cutoff Time field determines the cutoff time for submitted payments to be included in that day's Licensing and Tax cash receipts batch. Returns submitted after this time will be included in the next day's batch.
- The Pay Method field is used to specify the default pay method that business owners and license holders will use to pay taxes and fees online. Most users will set up a generic pay method, such as "Web Payments", for all payments received through the Licensing and Tax online application.
- Pay methods are created and maintained on the Pay Method Maintenance window (CR> Maintenance> Pay Method).
- The Merchant Processor and Merchant Account Number fields will be determined when the application is installed.
- Check the Merchant test mode toggle while testing the Licensing and Tax online application.
- When this toggle is checked, any transactions generated in the Licensing and Tax online application will use simulated account information.
2 Complete the Requirement tab.
- The Requirement tab is used to specify what license holder information is required in order to create a Licensing and Tax online application account. This tab is pre-populated with the business number and web registration key requirements. Because both of these items are considered mandatory when creating a new account, this tab cannot be edited.
3 Complete the Tax Type tab.
- The Tax Type tab is used to specify which tax types business owners will be able to pay through the Licensing and Tax online application.
- Click the Create icon to add a Tax Type to the data grid.
- Tax types that are set up to omit units cannot be selected and will not be displayed on the Tax Type Selection window.
- Tax types are set up to omit units on the Tax Type Maintenance window (BT> Maintenance> Tax Type> Omit Units drop-down).
- Enter a Missing Fee Infraction or click the field label to select one from a list.
- If a business owner files a tax return without selecting the associated BT tax fee, the infraction specified here will be displayed on the business record (BT> Maintenance> Business> History tab> Infractions field).
- Infraction types are created and maintained on the Infraction Type Maintenance window (BT> Maintenance> Infraction Type).
- Click the Explanation field label to create an explanation for the tax type. This will open the Web Explanation window.
- Please see the following step for information on the Web Explanation window.
- Click the Remove Explanation icon to remove an existing explanation from the selected tax type.
- The Acknowledgement field is used to enter an acknowledgement message that will display on the Return Filing Review page.
- As with the Page Explanations described below, this field can use HTML (Hyper Text Markup Language) tags to determine how the message is displayed.
- Check the Show excluded units toggle to display the Excluded Units column when a business owner to filing tax returns online. This will allow the business owner to specify the number of units on a unit-based tax fee that should be excluded from the total.
- Click the Save icon when complete.
4 Complete the Page Explanation tab.
- The Page Explanations tab is used to set up the explanations that will populate the right side of many of the Business Licensing and Tax pages. You can use these explanations to provide additional instructions, web site links and downloadable files for your business owners and license holders.
- Highlight an explanation and click the Modify icon to edit the selected explanation. This will open the Web Explanation window.
- The Page Name and Data Description fields cannot be edited.
- The Explanation Title field is used to enter the title of the explanation. This will display above the main explanation text in a larger font size.
- Due to size restrictions, this field is limited to 32 characters.
- The Explanation Text field is used to enter the primary explanation text that will display on the right side of the page.
- This field is formatted using HTML (Hyper Text Markup Language) tags. While this field can accommodate up to 1024 characters, this includes the HTML tags themselves.
- HTML tags are most often used in pairs. Only the words, phrases or paragraphs that fall between the opening tag and the closing tag will be affected. For example, in the following sentence, the words "username" and "password" would appear in bold text on the web page.
- Here are a few of the most commonly used HTML tags:
- For a more comprehensive list of HTML tags, please refer to one of the many free, online HTML tutorials such as W3Schools.com. Here you can learn how to insert tags used to change font styles, create web site links and insert pictures.
- The Link Text field is used to enter the text that will display on the optional link below the explanation text.
- This field is limited to 128 characters.
- The Link URL field is used to enter the web site address for the optional link below the explanation text. This URL must include the "http://" or "https://" address element.
- The contents of the Link Text field will not be displayed if a Link URL is not specified.
- The File Description field is used to add a descriptive label to the downloadable file described below.
- This field is limited to 128 alphanumeric characters.
- The File field is used to attach a downloadable file to the page. Users will be able to download this file by clicking the "Download" link that appears below the web explanation and link text.
- Click the Clear File Attachment icon to remove a previously attached file from the web explanation.
- Click the Download File Attachment icon to download a previously attached file. You will be prompted to select a save location for the file.
- Click the Save icon to save the Web Explanation and return to the Licensing and Tax Setup window.
5 Complete the License Type tab.
- The License Type tab is used to specify which licenses can be renewed through the Licensing and Tax online application.
- Click the Create icon to add a License Type to the data grid. This will open the License Type Selection window.
- Only those license types marked as Renewable will be displayed (LP> Maintenance> License Type> General tab> Renewable toggle).
- Highlight a license type and click the Confirm icon to add the selected license type to the tab.
- License Types are created and maintained on the License Type Maintenance window (LP> Maintenance> License Type).
- Click the Explanation field label to create an explanation for the license type. This will open the Web Explanation window.
- Please see the previous step for information on the Web Explanation window.
- Click the Remove Explanation icon to remove an existing explanation from the selected license type.
- The Acknowledgement field is used to enter an acknowledgement message that will display on the License Renewal Review page.
- As with the Page Explanations described above, this field can use HTML tags to determine how the message is displayed.
- Click the Save icon to save the changes to the License Type tab.