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Setting Tax Rates

To set a new tax rate:

1. Once you have located the tax code that you want to edit on the home or list pages, click its name to display its detail page.
2. Click New on the Tax Rates related list.
3. Specify the date this new tax rate comes into force. The default is today.
4. Specify the tax rate for this tax code, to three decimal places.
5. Click Save to save the new tax rate or Cancel to abort. You can also click Save & New to save the changes to the current record and then immediately begin to create another.

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