Tax Scale Overview
SapphireOne supports various tax jurisdictions for Payroll/HR. We establish these as tax rates within a tax jurisdiction. Typically, a tax rate for Payroll/HR is a ratio expressed as a percentage at which a person is taxed. A number of similar tax rates are merged together into a tax scale. For PayRoll/HR this is personal taxation.
SapphireOne Tax Scales represent a percentage turned into a formula (y = ax – b). The purpose of the Tax Scale function is to give SapphireOne users the ability to easily import various tax rates and automatically apply the tax rates to employees based on the tax scale.
Each financial year a new set of tax rates and scales can be released by Taxation Offices worldwide. The appropriate Tax Scales must be imported into SapphireOne before any PayRuns are completed for the NEW financial year.
When a Payrun is executed SapphireOne will look for the most recent set of Tax Scales and apply those for the Payrun. If the current Financial years Tax Scales have not been imported, SapphireOne will use last years Tax Scales which may be incorrect if updates have not been made.
As each year’s Tax Scales are imported it is critical the old Tax Scales should be maintained.
You may also create your own custom Tax Scales for different countries by selecting the 
New button and creating new Tax Scales as outlined below.
In SapphireOne, all inquiry screens provide the option for customisation of the displayed item list. The feature, called Custom Inquiry, lets users choose the data fields to be shown and the sequence of data columns across the screen. The user can save infinite custom views. While a client list is used as an example to follow, any inquiry type can be customised in SapphireOne.
The Standard Inquiry Screen
The Standard Inquiry Screen in SapphireOne provides a foundational view of data, presenting a set of column fields for each record. This screen is designed to offer a straightforward and efficient way to access and review essential information.
The list above represents the standard inquiry list, displaying a fundamental set of data fields for each client record and includes two buttons as follows:
- Swap to Custom Inquiry – When the user selects the ‘Swap to Custom Inquiry‘ button in the lower left-hand corner of the screen, SapphireOne will display the default Custom Inquiry Screen, which is documented below.
- Show/Hide Audit Lines – Toggle the Audit lines panel open. This panel will display at the bottom of the Inquiry screen, benefiting workflow by providing an immediate view of the critical details for a selected line.
The Custom Inquiry Screen
When the user selects the ‘Swap to Custom Inquiry’ button from the Standard Inquiry, SapphireOne will display the default Custom Inquiry Screen, as shown below. This screen provides the user with a customisable view of the data set, which is maintained per user and for each particular inquiry.
The options available from the Custom Inquiry Screen are as follows:
- Swap to Standard Inquiry – Return the view to a standard Inquiry.
- Method List Box – This list box, in conjunction with the adjacent operator list box, allows for calculations to be performed across all rows of the displayed data. The results are displayed adjacent to the operator list box.
- Operator List Box – Select an operator to apply to the method selected using the method list box.
- Setup Button – The Setup button will open a modal screen with functionality to customise the Custom Inquiry, as documented in the following section.
- Export Button – Open the data set in CSV format in the devices default spreadsheet application.
The Custom Inquiry Setup Screen
The Custom Inquiry setup screen allows for the customisation of the data view, which is maintained per user and for each particular inquiry. Once the user has customised the Custom Inquiry screen, the screen view will be maintained in subsequent sessions and is unique to the current user account. This screen also provides the option to select and save an unlimited number of custom views per user.
The Custom Inquiry setup screen provides the following functionality:
- Favourite Sets – This option enables the user to save a custom-created screen for future use. For instance, the user can have a simple Inquiry screen for general use and a more complex screen view when auditing specific information.
- Row Height – Adjust the table row height to the users preference.
- Show Related Record – This option allows the user to add related fields from other tables. By ticking the Show Related checkbox at the top of the screen, the user can select a related record, and a view of that related record for the chosen entry will be displayed for that currently selected record. The user will need to select the fields to be displayed.
- Reset to Default – Reset the display to the default view configuration as established by SapphireOne.
The Custom Inquiry setup screen provides the user with two main options for organising the data displayed:
- To remove or relocate a column – Right-click on the column lines and choose from Delete, Move Left, or Move Right.
- To add a column – Locate the desired data set in the list and double-click on it to add it to the custom view as a new column. Edit the location as described above if required. Almost every field within the SapphireOne data tables can be included in the Custom List screen, provided the user has the necessary authorisation.
Customising inquiry screens in SapphireOne allows for a tailored data view that meets the users specific needs. By leveraging the Custom Inquiry feature, the user can enhance their workflow efficiency and ensure that critical information is readily accessible.
Tax Scale Area
- Date Active From – Enter the date that the Tax Scale is active from.
- Scale – Enter the ID used to refer to this specific Tax Scale.
Notes Area
Any notes that are required may be entered here. You can select the Green clock 
icon to add Time and Date stamps to your notes. You can also highlight the text in the Notes area and right mouse click to customise the Font, Style, Colour and Background Colour to your preference.
Rates Area
The Rates Area gives you the ability to enter your own custom Tax Rates for your selected tax jurisdiction. Select the + icon to add a new tax rate, and the – icon to remove the Tax Rate when no longer required.
To enter a flat tax rate, use 0 for dollar and enter the percentage as cents in a dollar, i.e. 48% is 0.48.
Please note that the amounts entered into the Tax Rate are on a weekly basis.
How to Import Tax Scales into SapphireOne
To import Tax Scales into SapphireOne, navigate to Utilities > Utilities > Sapphire Functions.
From there you may select the PayRoll/HR tab, and then select ‘ImportTaxRates TCP’ to automatically import Tax Scales directly from SapphireOne FTP server.
You may also select ‘ImportTaxRatesText‘ to manually import the Tax Scales from a text file.
Select OK to complete the process.