Managing Tax Category Codes

You can configure tax categories and add them to profiles to appear in a list of acceptable tax categories for the individual. Staff can then select a tax category from a list.
  1. From the Administration menu, select Client Relations, select Geographic Management, and then select Tax Category.
  2. Click New to open the Manage Tax Category screen.
  3. Enter a Code to represent the new tax category.
  4. Enter a Description, such as Low, Medium, High, or so on to describe the tax category.
  5. Click the Manage Translations link if you want to enter the description in additional languages.
  6. Enter a Sequence number to position the tax category code when it appears in a list of tax categories. Tax categories without a sequence number appear in alphabetical order following codes that have a sequence number.
  7. Click Save. Or, click Save and Continue to create another tax category.
Editing and Deleting Codes
  1. From the Tax Category main screen, select the Code and/or enter the code’s Description.

  2. Click Search.

  3. From your search results, locate the Tax Category code and click the vertical ellipsis.

  4. Select Edit or select Delete.

  5. If editing the code, make your changes to the Description field and/or Sequence number and click Save.

  6. If deleting the code, click Delete when the confirmation screen appears.