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Omnitracs Knowledge Base

The Tax Accounts Screen

Overview

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.

 

App Admin tab highlight revealing Tax Accounts Screen

 

Adding Tax Accounts

Perform the following to add a tax account:

  1. From the Tax Accounts screen, select the Add Tax Accounts button.  The Create Tax Accounts screen appears.
  2. Enter information into the fields as necessary.  Fields highlighted in red are required.
  3. 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.
  4. Select Save to add the account.

Create Tax Account screen

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.
KY HUT Yes
No
Select Yes if the vehicles associated with this tax account travel through Kentucky and are subject to Kentucky Highway Use Tax.
KYU Tax Account Number numeric The KY HUT account number associated with the tax account
Filing Frequency Select from list Frequency with which KY HUT is filed.
NY HUT Yes
No
Select Yes if the vehicles associated with this tax account travel through New York state and are subject to New York Highway Use Tax.
NY HUT Taxpayer ID numeric The NY HUT account number associated with the tax account.
Filing Frequency Select from list Frequency with which NY 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.

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

 

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