Viewing the Tax Codes

To view the tax code:

  1. Navigate to the My Organization Settings Page
  2. From the My Organization Settings page, select the Manage Tax Codes link.

    The Tax Code page displays.

  3. From the Tax Code page, you can view the tax codes, add a new tax code, filter, sort, and reset filters.

    Note: The Effective Date field is used to determine which tax code is active and should be applied to an invoice. The Status field is based on the Effective Date of the Tax Code.