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.

  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. 

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.

  3.       Make required changes.

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

            has been saved.


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.

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

  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.  


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.

  3.       Hover mouse over the name of tax type to be edited and select the pencil icon.
            A modal Edit Tax Type   window will open.

  4.       Make required changes.

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

            has been saved. 


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.

  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

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

             deleted.

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

             have been  deleted.