Editing a Tax Code

To edit a tax code:

  1. Click the Tax Codes tab.
  2. Click the Tax Code Name of the tax code you want to edit.
  3. Click Edit.
  4. Edit the fields as required and click Save.

Tax Rates

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

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.

To edit an existing tax rate:

  1. Click Edit next to the tax rate you want to change in the Tax Rates related list of the tax code.
  2. Edit the Rate and Start Date as required.
  3. Click Save.

To delete a tax rate:

  1. Click Del next to the tax rate you want to delete in the Tax Rates related list of the tax code.
  2. Click OK.