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Globally Calculating Prov Fees

How to Do Provisional Global Fees
 
Accfin Sky Tax has a feature / facility to generate fees for Provisional Tax globally
 
Setting Up the Provisional Global Fees
For the purposes of this exercise we will setup global provisional P1 fee as follows
Individuals with nil payment           R 800.00
Individuals with a payment          R 1200.00
Non-Individuals with nil payment      R 1600.00
Non-Individuals with payment          R 2000.00
 
1.     Select GLOBAL FEES from the menu as follows;-
 
 
2.     On the Fee Group screen on the left, click on the new icon
 
3.     Under Fee group column type in ‘TaxProvP1’ as below
 
And click on the green tick icon to save.
 
4.     Now we will setup the different fees for each category as defined above.
On the right screen, Global Fee Maintenance, click on the new icon
For the Name type in a unique name and for statement description, type in what you would like to appear on the statement line for this invoice as you would do for a standard invoice.
For the Applicable to, you can click on the button and follow the steps to select the fields as you would for setting a filter or type the formula as shown (for assistance on this, contact Support) This example if for the Individuals with nil payment.
 
And click on the green tick icon to save.
 
5.     On the bottom screen, INVOICE DETAILS, is where we will set up the line items of the invoice we want to generate.
6.     Click on the new icon
7.     Select the fee code for Irp6, if you have one setup, or type in the description block, what you want to display on the invoice line item.
Under Exl Amount, enter the amount for the invoice.
 
And click on the green tick icon to save.
 
8.     If you have multiple line items, then click on new and do step 7 for each line item.
 
9.     Now do steps 4 to 8 for each category.
Individuals with a payment          R 1200.00
Non-Individuals with nil payment      R 1600.00
Non-Individuals with payment          R 2000.00
 
You have now successfully setup the global fees for Provisional P1.
And ready to generate the global provisional fees.
 
GENERATING FEES FOR PROVISIONAL TAX
1.     Select P1 REVIEW from the menu
 
 
2.     You can now select any filters or partners /managers etc if required.
3.     Click on the wheel icon, on the P1 client list screen
 
 
4.     Select Generate Fees from the popup menu.
 
5.     The following window will show
 
 
6.     The number of invoices that will be generated
7.     WIP Year, Matter and Charge Code is if you want the invoices to reduce your WIP.
8.     If you have multiple billing Entities, select the entity that you want to generate the invoices to.
9.     If you have multiple Number ranges, select the range you wish to use
10.     Enter the Date the you want the invoices to reflect.
11.     Click on the generate button.
 
12.     If you are prompted with the following
 
 
This indicates that there are clients on your list that have NOT been setup as debtors in the Entity that you select.
 
13.     Click No and the list of clients, on the review screen will show All clients that are not tagged as debtors of this entity.
 
Once generated, close the Global Generate Screen and go and check under invoice maintenance to ensure all your invoices were generated properly.