Shipping and Tax refers to equipment shipping expenses and sales tax.

Eligible Expenses for Shipping and Tax Costs can be found in the Reimbursement Request Filing Instructions or Eligible Expenses for the Centralized Database.

Search for Shipping and Tax

  1. In the navigation panel, select Program, then Shipping and Tax.

  2. Enter your search criteria into the fields. The list of shipping and tax will filter based on your criteria.

Add Shipping and Tax

  1. In the navigation panel, select Program, then Shipping and Tax.

  2. Select + New.

    Blue button that reads plus new
  3. In the New Shipping and Tax pop-up window:

    1. Use the drop-down menu to select the State Program.

    2. Enter the invoice date.

    3. Enter the receipt number.

    4. Enter a description.

    5. If desired, check add cost after saving. SeeCosts for more information on how to add costs.

      New shipping and tax pop-up with State Program drop-down on top left, and invoice date to the right, underneath state program is receipt number, underneath receipt number is description. and under description is the toggle for add cost after saving.  On the bottom left are the Back and Next buttons.  On the bottom right are the Save and Cancel buttons.
  4. Select Next and choose the name of an existing consumer or select + New Consumer from the drop down box to add a new consumer. See Consumer for more information on creating a new consumer.

  5. Choose the name of an existing piece of equipment or select + New Equipment from the drop down box to add a new piece of equipment. See Equipment for more information on creating a new piece of equipment.

    New Shipping and tax pop-up with the Consumer name drop-down at the top and an equipment drop-down underneath the consumer drop-down.  On the bottom lleft are the Back and Next buttons.  On the bottom right are the Save and Cancel buttons.
  6. Select Save.

Edit Shipping and Tax

  1. In the navigation panel, select Program, then Shipping and Tax.

  2. Select the Edit icon (green pencil and paper) next to the shipping and tax item you want to edit.

    Edit icon (green pencil and paper)
  3. In the Edit Shipping and Tax pop-up window, edit the information in the fields as applicable.

  4. Use the Next and Back buttons to navigate between fields.

    Edit shipping and tax pop-up with State Program drop-down on top left, and invoice date to the right, underneath state program is receipt number, underneath receipt number is description. and under description is the toggle for add cost after saving.  On the bottom left are the Back and Next buttons.  On the bottom right are the Save and Cancel button.
  5. Select Save.

OR

  1. In the navigation panel, select Program, then Shipping and Tax.

  2. Select the View icon (blue eye) next to the shipping and tax item you want to edit.

    View icon (blue eye)
  3. On the Details tab, select Edit.

    Shipping and Tax details page with the details tab highlighted in the upper left and the large green edit button highlighted in the lower right corner.
  4. In the Edit Shipping and Tax pop-up window, edit the information in the fields as applicable.

  5. Use the Next and Back buttons to navigate between fields.

    Edit shipping and tax pop-up with State Program drop-down on top left, and invoice date to the right, underneath state program is receipt number, underneath receipt number is description. and under description is the toggle for add cost after saving.  On the bottom left are the Back and Next buttons.  On the bottom right are the Save and Cancel button
  6. Select Save.

  7. On the Costs tab, select the Edit icon (green pencil and paper) next to the line item you wish to modify.

    Costs page with the costs tab highlighted in the upper left corner.  Below the costs tab costs for shipping, tax, and shipping and tax are displayed,  Below that Line items are displayed with description, category, time, cost, page number, and the paperclip, pencil and paper, and trash can icons.  The edit icon (green pencil and paper) is highlighted with a red box.
  8. On the Edit Cost pop-up window, edit the information in the fields as applicable. See Costs for more information on how to edit costs.

    Edit cost pop-up with a blank time text box, activity type locked as equipment, to the right of activity type a drop-down box for category, below activity type a text box for documentation page number, to the right of documentation page number a text box for cost, and below documentation page number a text box for description. In the bottom right are buttons to Save and Cancel.
  9. Select Save.

  10. On the Equipment tab, select the Edit icon (green pencil and paper) next to the equipment you wish to modify.

    Equipment tab page with equipment tab selected in upper left.  Equipment name shown, date requested, date received, consumer, state program, total cost, and options to view, edit, return or delete.  The option to edit is highlighted with a red box.
  11. In the Edit Equipment pop-up window, edit the information in the fields as applicable.

    Edit Equipment pop-up With equipment name drop down in upper right and serial number to the right of equipment name.  Text box for brand is below equipment name.  Text box for function is to the right of brand. Below grand is a box to check if the equipment is a device. Below the checkbox is a drop-down box for State Program.  Below State Program is a text box for date of need assessment and to the right of date of need assessment is date received.  I the bottom right are buttons to Save and Cancel.
  12. Select Save.

  13. On the Notes tab, select Edit next to the note you want to modify.

    Shipping and Tax details notes page with a notes search box at the top.  To the right of the search is a plus new button.  Below the search bar to the left is the content of a note with the date and time created along with who created the note.  To the right are the words edit and delete and the word edit is highlighted with a red box.
  14. In the Edit Shipping and Tax Note pop-up window, edit the information in the fields as applicable. See Notes for more information on how to edit notes.

    Edit Shipping and tax note pop-up.  On the top there is a text box for the label and beneath that there is a text box for the note content. On the bottom right are the Save and Cancel buttons.
  15. Select Save.

Delete Shipping and Tax

  1. In the navigation panel, select Program, then Shipping and Tax.

  2. Select the Delete icon (red trash can) next to the shipping and tax item you want to delete.

    Delete icon (red trash can)
  3. On the delete prompt, select Yes.

You may also want to add a Note, an Attachment, or a Cost to your data.