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.
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.