The Tax Accounts Screen

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The Tax Accounts screen allows you to add, delete, and assign tax accounts to different vehicles that belong to your company. It is accessed via the Omnitracs Tax Manager App Admin tab.

Adding Tax Accounts

Perform the following to add a tax account:

From the Tax Accounts screen, select the Add Tax Accounts button. The Create Tax Accounts screen appears.
Enter information into the fields as necessary. Fields highlighted in red are required.
Assign vehicles to the account by selecting them from the Available Vehicles drop-down menu. Select Add Selection to add them to the Selected Vehicles column.
Select Save to add the account.

Create Tax Account Field Definitions

Starred fields (*) are required.

Field	Values	Definition
Company Information
Company Name *	Alphanumeric	Company Name associated with the tax account being created.
US DOT#	Numeric	Official Department of Transportation number. The number must be between 3–9 digits and cannot include non-numerical characters.
Street *	Alphanumeric	Street address of company.
City *	Alphanumeric	City of company.
State *	Select from list	State of company.
Zip Code *	Alphanumeric	Zip code of company.
USD/Gallon (CAD/Litre)	USD/Gallon (default) CAD/Litre	Preferred unit of measure.
Tax Account Information
Federal ID *	Alphanumeric	The company's Federal Tax ID.
IFTA	Yes No	Select if you will use this account for IFTA reporting.
IFTA Account Number	Numeric	The IFTA account number associated with the tax account.
IFTA Filing Jurisdiction	Select from list	The IFTA filing jurisdiction associated with the tax account.
Filing Frequency	Select from list	Frequency with which IFTA is filed.
Acceptable Fuel Efficiency Min	Select from list	Configurable range for triggering the Fuel Efficiency report for IFTA.
Acceptable Fuel Efficiency Max	Select from list	Configurable range for triggering the Fuel Efficiency report for IFTA.
NY HUT	Toggle	Toggle On if the vehicles associated with this tax account travel through New York and are subject to the NY Weight Distance Tax.
NY HUT Taxpayer ID	numeric	The NY HUT account number associated with the tax account.
NY HUT Frequency	Select from list	Frequency with which NY HUT is filed.
KY HUT	Toggle	Toggle On if the vehicles associated with this tax account travel through Kentucky and are subject to Kentucky Weight Distance Tax.
KY HUT Tax Payer ID	Numeric	The KY HUT account number associated with the tax account.
KY HUT Frequency	Select from list	Frequency with which the KY HUT is filed.
NM HUT	Toggle	Toggle On if the vehicles associated with this tax account travel through New Mexico and are subject to Mew Mexico Weight Distance Tax.
NM HUT Tax Payer ID	Numeric	The NM HUT account number associated with the tax account.
NM HUT Frequency		NM HUT tax filings must be generated quarterly.
OR HUT	Toggle	Toggle On if the vehicles associated with this tax account travel through Oregon and are subject to Oregon Weight Distance Tax.
OR HUT Tax Payer Id	Numeric	The OR HUT account number associated with this tax account.
OR HUT Frequency	Select from list	The frequency with which the OR HUT is filed.
Assign Vehicles to Account
Available Vehicles	Select from list (varies by company)	List of vehicles that belong to the company.
Selected Vehicles	Select from list	Vehicles to be associated with the tax account being configured.

Edit Tax Account

Clicking on an entry in the Tax Accounts screen brings up the Edit Tax Account window. Perform the following to edit a tax account.

Select the Edit icon. The fields in the Edit Tax Account window become editable.
Edit the fields as necessary. Starred fields (*) are required.
Select Save.