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.
- From the Administration menu, select Client Relations, select Geographic Management, and then select Tax Category.
- Click New to open the Manage Tax Category screen.
- Enter a Code to represent the new tax category.
- Enter a Description, such as Low, Medium, High, or so on to describe the tax category.
- Click the Manage Translations link if you want to enter the description in additional languages.
- 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.
- Click Save. Or, click Save and Continue to create another tax category.
Editing and Deleting Codes
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From the Tax Category main screen, select the Code and/or enter the code’s Description.
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Click Search.
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From your search results, locate the Tax Category code and click the vertical ellipsis.
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Select Edit or select Delete.
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If editing the code, make your changes to the Description field and/or Sequence number and click Save.
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If deleting the code, click Delete when the confirmation screen appears.