1	Welcome To the Instructional Class on NAICS
2	Assuming… You are on your way to passing your ordinance. You have defined your new NAICS license codes.
3	Class Content We will show you how to set up the new codes in Delta. We will show you how to copy existing codes using the new 6 digit NAICS codes.
4	HOW TO SET UP A NAICS LICENSE CODE USING THE COPY OPTION
5	NAICS CODE WITHOUT CHANGES In this step you will be copying your old license code, calculation, etc. to the new NAICS code without any changes to the calculations or other information. From the main switchboard, select License, Tax, MRC and Permit Setup.
6	Then you will select License Codes.
7	"Once you click on License..." Once you click on License Codes the below screen will appear, you will click on the Copy License Code.
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9	The Copy Screen
10	"You will select the license..." You will select the license code and the effective period to copy.
11	"Enter the NAICS Code and..." Enter the NAICS Code and Description to create. Enter the Period effective period for the NAICS code. Leave the boxes checked, so it will copy the: Calculations GL information Penalty Information
12	"Enter the Start Date for..." Enter the Start Date for the NAICS License Code. Enter the Stop Date for the Old License Code. Leave the boxes checked so it will copy the: Add License to Taxpayers. This will add the new NAICS License Code to the Taxpayers with Old License Code. Update Taxpayers Current License. This will make the new NAIC License code the current license.
13	The Completed Copy Screen
14	"Once you have completed the..." Once you have completed the screen, click on the Create Code button and the following will display.
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16	"If you chose to update..." If you chose to update the taxpayer then the taxpayer license information should appear as shown. You will continue this process until all license codes have been copied. This Completes This Step.
17	HOW TO SET UP A NAICS CODE WITH CHANGES USING THE COPY OPTION
18	From the main switchboard select License, Tax, MRC and Permit Setup.
19	Then you will select License Codes.
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22	The Copy Screen
23	"You will select the license..." You will select the license code and the effective period to copy.
24	"Enter the NAICS Code and..." Enter the NAICS Code and Description to create. Enter the effective period for the NAICS code. Leave the boxes checked so it will copy the: GL information Penalty Information. In this case we will uncheck the box for Copy Calculations, so that we can enter new a rate.
25	"You will enter the Start..." You will enter the Start Date for the NAIC License Code. You will enter the Stop Date for the old License Code. You will leave these boxes checked and the option will copy the: Add License Code to Taxpayers. This will add the new NAIC License Code to the Taxpayers with Old License Code. Update Taxpayers Current License. This will make the new NAIC License code the current license.
26	The Completed Copy Screen
27	"Once you have completed the..." Once you have completed the screen, click on the Create Code button and the following message will display.
28	The New Code has been created.
29	"Once you open the license..." Once you open the license code you will see this screen. Check the screen to make sure it is correct. If correct, then click on the Periods tab. If not make the changes before clicking on the Periods tab. The Periods tab will display the period effective date.
30	Open the Period and this screen will display. This screen has several tabs on it.
31	The General Tab
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34	The Fees Tab Fees - This tab is where fees can be added to this code. In most cases this tab is left blank. If you feel that you have a fee that needs to be on this tab call the support team before entering information on this screen
35	Rows – This tab is where you enter information regarding the license code.
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39	The Work Fields Tab This tab is used to do “the behind the scene” calculation of the license code. It does not display in the payment screen except for the License Total field. This tab can have many work fields depending on the calculation of the fee.
40	"There are many ways to..." There are many ways to do the calculations, our example will show one way. The example we are going to use for this license code is as follows: If the gross receipts are: More than $0 but less than $99,999 the fee is $100 More than $100,000 but less than $199,999 the fee is $346 plus $2.72 per M in excess of $100,000 More than $200,000 but less than $299,999 the fee is $618 plus $2.35 per M in excess of $200,000
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45	Penalty & Interest Enter the Days Late – this is based on the due date entered on the first form where we entered the renewal frequency. This license code charges a 10% Penalty and 1% Interest for a license payment received after the 31st day of January. The number of days late is calculated for each day late, which in this case would making the penalty start February 1. Add 31(January) to 1(February) to get the number of days late for the penalty and interest due for March 1st. Calculate each succeeding month afterwards the same way. If your penalty and interest are based on an amount rather than a percentage, enter the amount in the corresponding fields. Next, click the General Ledger tab to setup general ledger breakdowns.
46	General Ledger In the Applies To you can only have one checked box. You CANNOT check all boxes as shown in this example. In the Accounts and Amounts you will choose only one again. The Debit Account or Credit Account and enter the ledger number. You CAN NOT enter both a Debit and Credit Account on the same line. You will choose Percent or Amount. You CAN NOT use both Percentage and Amount for the same line. You can mix Percent and Amount for each Debit and Credit Account line.
47	To Create a Rate Code From the main switchboard click on System Wide Parameters. Then click on CODES.
48	"Then click on Rate Codes" Then click on Rate Codes. To create a new rate code you will have to right click and then select New.
49	RATE CODE “A” This is a Single rate code that gives the base amount for the calculation. When the gross receipts amount falls between the From Amount and To Amount. Delta will look up the value in the Amount field. This amount will be sent to number 2 of the Work Field’s Tab of the license code.
50	Rate Code “AA” The second Rate Code used in this calculation is a Graduated rate. When the gross receipts amount falls between the From Amount and To Amount, Delta will multiply the gross receipts by the value in the Amount field. When the graduated rate is used, Delta holds the amounts from each previous row and runs a total on it. This total is sent to work field tab number 3 in the license code. Once both rate amounts have been sent to work field number 4, they are combined to reach the license total
51	To Create a Print Code From the main switchboard you will select License, Tax, MRC, and Permit Setup. Then you will select Print Codes.
52	Once you have clicked on Print Codes this screen will display. You will click on the NEW button.
53	Once you click on the new button the print code maintenance screen will display
54	"You will enter a Print..." You will enter a Print Code Name to distinguish it from other print codes. You will use this in the License Code Rows Tab or General Tab mentioned earlier. You will enter a description of this print code. You will then start with the number 1 for the line number and then enter your text for that line. You will have approximately 70 characters to enter on each line and the system will not automatically stop or go to the next line. You will continue until you have completed the text you want to print on your renewal notices for this license code. The example shown has 26 lines of text.
55	"You can preview the Print..." You can preview the Print Code by clicking the Preview Print Code button. This allows you to have an idea of how the print will look. After you have previewed your code click close then click close on the print code maintenance screen. Now go back to your license code and add this Print Code to the Rows or General tab.
56	If you chose to update the taxpayer then the taxpayer license information should appear as shown below.
57	The End of the Copy Option
58	CREATING A NEW LICENSE CODE WITHOUT USING THE COPY OPTION
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60	Then select License Codes.
61	"Select New icon at bottom" Select New icon at bottom. There are 2 tabs in the new license code setup screen. General and Periods The General tab is made up of 3 sections, which are Description, Renewals, and Follow Up.
62	The General Tab
63	In the Renewals area, you will need to enter the following information:
64	In the Follow Up area, enter information if you want to send a new taxpayer information. (We are unaware of anyone who uses this option)
65	When all of this information is entered, do not click the okay icon, click on the period tab at the top.
66	Period Tab Select New Period.
67	The next screen that appears has 7 tabs across the top, which are General, Fees, Rows, Work Fields, Penalty & Interest, and General Ledger.
68	The General Tab has 2 sections, Period and Amounts Period Section Period Effective – will be 01/2008 (or the month and year that your ordinance goes into effect) Status – will default to Active
69	Amounts Section Flat Fee – Enter amount here if license fee is a flat fee Minimum Amount – If license code has a minimum amount, enter that here. Police Jurisdiction % - If your license code is a percentage for police jurisdiction taxpayers, enter percentage. Discount Rate Code – does not usually apply to license code (more for taxes) Maximum Discount – does not usually apply to license codes. Flat Fee Print Code – Use drop down box to see if there is already a print code setup for the flat fee rate you need, and select it. If the print code you need is not available, please see directions on setting up a print code in section below “Rows”. Maximum Amount – if there is a maximum amount for the license code fee, enter it here. Proration Method – If your ordinance lowers the license fee July 1, select Semi-Annual
70	Open Fees Tab Enter Issue Fee amount – not necessary to insert this if it is already in the license tab of site specific setup. To check this, go to main menu, System Wide Parameters, Site Specific Setup, License tab.
71	Open Rows Tab
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73	Open Work Fields tab
74	Open Rate Codes Tab Rate Codes can be setup by clicking on the ellipses dots button by the Rate Code in the Work Fields tab. Detailed instructions at end of handout
75	Rate Code C Steps
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77	Rate Code C1 Steps
78	Open Penalty & Interest Tab Enter Number of days beyond the due date that license becomes delinquent (i.e.. 30, 45, 60 etc.) Penalty Type will be based on days late or months late Penalty Percentage: for 10 percent, enter .1 Enter Penalty Amount if applicable Enter Interest Type, Percentage, and Amount if applicable
79	Open General Ledger tab Select License Box, and insert debit information Go to next section, select License Box, and insert credit information Percentage defaults to 100% Continue in the same manner for the Issue Fee, Penalty, and Interest. DO NOT SELECT MULTIPLE ITEMS FOR THE SAME DEBIT/CREDIT IN THE SAME BOX
80	SETTING UP PRINT CODES From the Delta Main Menu, select License, Tax, MRC, and Permit Setup, then select Print Codes. In the Print Code screen (picture on left), look to see if the print code rate schedule you need is already available. If it is not, select New.
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82	SETTING UP RATE CODES From Delta main menu, select System Wide Parameters. From System Wide Parameters menu select Codes. From Codes menu select Rate Codes.
83	From Codes menu select Rate Codes.
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85	General Tab Rate Code – Enter a unique way to identify this code, schedule number is a good way to do this, as long as it does not duplicate another rate code. Description – Enter details of the license fee schedule that this will apply to. Type – there are 7 options for the type. Single Multiple Discount Fixed Amount Per Item Multiply Amount Graduated Rate
86	Steps Tab Enter rate schedule as shown in sample above.
87	"The End" The End We appreciate your attention and participation in today’s class. Should you need assistance with setting up your NAICS codes, please call the LGC support team.