| Installation: |
|
Installation
of the TaxGst Accounting Software is very straight forward... First you need to download
the software from our download page. You install the software
by double clicking (usually with the left mouse button) on the file once it's been downloaded. This will instruct
your operating system to run the exe file and carry out the
instructions to install the software.
You
will be presented with a number of pop up boxes, simply follow
all the prompts. Install the software into the directory suggested,
and always select the "Typical Installation" when
asked. Once you have installed the software, it can located
via the "Start" Menu in the usual manner..
|
| The
First Steps after Installation: |
|
After
you have installed the software, you need to setup the program
with your personal details. These include you Address Details,
Sales Tax Percentages, Name of Sales Tax.
|
| Address
Details: |
To
setup your address, phone number and
other items for use on your invoices and quotes etc..
Click
on the "Setup" Icon on the Main Menu Screen
|
| |
Got to the heading labeled General, Click on the Icon that says "Edit
Address Details and Business Name"
|
| |
This
screen is self explanetory, simply fill in the boxes
- Remember that these details are mainly used for Invoices
|
| |
|
|
| Sales
Tax Percentage: |
To
change the Default Percentage Ratet, follow these steps:
Click
on the "Setup" Icon on the Main Menu Screen
|
| |
Under
the Sales Tax Heading, Click on the Icon that says "Change
Default Rate of Sales Tax"
|
| |
Enter
the new rate of Sales Tax, and click the ok button.
|
| |
|
|
| Name
of Sales Tax: |
To
change the Default Name given to the Sales
Tax, follow these steps:
Click
on the "Setup" Icon on the Main Menu Screen
|
| |
Under
the Sales Tax Heading, Click on the Icon that says "Change
Name of Sales Tax"
|
| |
Enter
the new name, you can enter up to 3 letters for this
name.. eg.. Vat - Gst - Pst
|
| |
|
|
|
|
If you
are using TaxGst[2]
If your country
has two forms of Sales Tax, you many want to check if your installation is set to handle 2 forms of Sales Tax on goods or services. By default TaxGst[2] should have installed with this activated, but it may be worth checking.
Follow the
steps below, as if you were going to edit the address details. In the same location where you edit your address information you have an option to select 2 forms
of Sales Tax on Goods or Services.
|
| 2
Types of Sales Tax:
|
Click
on the "Setup" Icon on the Main Menu Screen
|
| |
Click on the Icon that says "Edit Address Details
and Business Name"
|
| |
2
Tax System = 2 Forms of Sales Tax
|
| |
if you system already say's "2 Tax System", then you are ok.. If not its only a click of the mouse to change.
|
|
Your
initial Setup is now complete.
We suggest that you familarise yourself
with those items which are accessed via the setup menu. If you
like, it would even be a great idea to click on each of these
icons and look at the contents of these areas. You cant hurt
anything, simply click the cancel or close button to exist
out of these screens. This may help you with becoming more confident with our software, whilst providing yourself with an overview of the types of settings and changes that are available to you.
|
|
Remember
with TaxGst Accounting, every screen has a "help" icon... We
suggest that you click on these icons to familiarise yourself
with the program, especially in the early days.
|
