App Admin Tab

Last updated
Save as PDF

Overview

The App Admin page allows you to manage your Tax Accounts.

You can add, edit, and assign or unassign tax accounts and vehicles from this page.

Add a Tax Account

To add a Tax Account, click the ADD TAX ACCOUNT button from the App Admin page.

You will be directed to the CREATE TAX ACCOUNT page.

Enter your Tax Account information in the fields as necessary.

Scroll down the page to complete the fields.

The last task on this page will be to assign vehicles to the account.

Under the AVAILABLE VEHICLES column either type in the vehicle ID or click the check box next to the vehicle number shown on the list.

Once you make your selections, click the ADD SELECTIONS button to add the vehicles to the SELECTED VEHICLES column on the right.

Click SAVE when all necessary fields are entered.

Edit a Tax Account

To edit a Tax Account, select from the list the tax account you want to change.

You will be directed to the EDIT TAX ACCOUNT page.

Click the EDIT button.

If you need to unassign a vehicle, click on the X next to the vehicle number in the SELECTED VEHICLES column.

This will add the vehicle back to the AVAILABLE VEHICLES column.

When you are done making edits, click SAVE.

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.