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Creating a Tax Code

To create a tax code:

1. Click New or New Tax Code on the Tax Codes tab.
2. Enter a Tax Code Name.
3. [Optional] Enter a description.
4. Click Save.

Adding a Tax Rate

You can create historic tax rates and future tax rates for any tax code.

Note:

Note

You cannot set more than one tax rate for a tax code with the same start date.

To add a tax rate to a tax code:

1. Click New Tax Rate in the Tax Rates related list of the Tax Code Detail page of the tax code for which you want to create a tax rate.
2. Enter a Tax Rate.
3. Enter the date from which the tax rate is to apply.
4. Click Save.

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