To classify a rebate type:

1. Navigate to the Rebate Tax Names window (Canadian Globalization: Setup > Tax Rebate Names)

2. In the Tax Credit Name field, enter the previously defined QuickCode name from the list of values using the Query Find command.

The description automatically appears in the Description field.

3. Select a Tax Name from the list of values in Name field. The names in the list of values originate from the Tax Names window.

4. Enter the percentage used to calculate your rebate entitlement amount.

5. Enter the tax number in the Tax Num field. The tax number assists in the unique identification of the tax rebate name used to define the tax rate for a specific Tax Credit Name.

6. Enter tax override information if you want to override the GL tax distribution account combination when the tax lines are being created. This override information is used in conjunction with the Use Item Account check box in the Multiple Tax Distribution window.

When the Use Item Account check box is not checked, MTD will first search for an account combination in the Rebate Tax Name window, and next search the Tax Names window for the account combination. MTD stops its search when an account combination is found.