Financial - Taxes

Tax Information

Adding Tax Information

Step     Action

  1.      Select {Settings} and then select {Financial} under Accounting.

  2.      Select {Taxes} on the right-hand side of screen to auto scroll to Taxes 

          section.

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  3.      Complete tax information fields under Taxes.

Field
Description
Tax Number Enter Tax Number.
Default Tax Rate
Select Default Tax Rate from the drop-down menu.

Note: These options can be modified. (See Tax Types section below)


  4.      Select {Save}. A results window will pop up to indicate the tax information 

          has been saved.

 

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   5.      Select X to close pop up results window.  

 

Editing or Deleting Tax Information

Step     Action

  1.      Select {Settings} and then select {Financial} under Accounting.

  2.      Select {Taxes} on the right-hand side of screen to auto scroll to Taxes 

          section.

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  3.      Make required changes.

  4.      Select {Save}. A results window will pop-up to indicate the tax information 

          has been saved.

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  5.       Select X to close pop-up results window.

 
Tax Types

Adding Tax Type

Step     Action

  1.      Select {Settings} and then select {Financial} under Accounting.

  2.      Select {Taxes} on the right-hand side of screen to auto scroll to Taxes 

          section.

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  3.      Select {New} under Taxes. A New Tax Type  modal window will open.

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  4.       Complete the fields.

Field
Description
Name
Enter name for the tax type.
Rate
Enter value for the tax rate percentage.



  5.       Select {Save}. A results window will pop-up to indicate the tax type 

           has been saved. 

 

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  6.        Select X to close pop up results window.

 

 

Editing Tax Type

Step     Action

  1.       Select {Settings} and then select {Financial} under Accounting. 

  2.      Select {Taxes} on the right-hand side of screen to auto scroll to Taxes 

           section.

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  3.      Hover mouse over the name of tax type to be edited. A pencil icon will appear

             on the right-hand side of the name. Select the pencil icon.

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           A modal Edit Tax Type  window will open.

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  4.       Make required changes.

  5.       Select {Save}. A results window will pop-up to indicate the tax type 

            has been saved. 

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  6.        Select X to close pop-up results window.

 

Deleting Tax Type

Step      Action

  1.        Select {Settings} and then select {Financial} under Accounting. 

  2.      Select {Taxes} on the right-hand side of screen to auto scroll to Taxes 

           section.

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  3.      Select entries under Taxes to be deleted by checking boxes on the left-hand

           side. All entries can be deleted by checking box to left of {New} under Taxes.    

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  4.      Select {Delete}. A window will pop-up to confirm selected items to be 

          deleted.

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  5.        Select {Save}. A results window will pop-up to indicate the tax types 

            have been deleted. 

 

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  6.        Select X to close pop up results window.