Configuring Tax Category Codes

Adding Tax Category Codes

1. From the Administration menu, select Client Relations, select Geographic Management, and then select Tax Category.

2. Click New and enter the following details:

   1. Code: Enter a code to represent the new tax category.

   2. Description: Enter a description, such as Low, Medium, High, or so on to describe the tax category.

      1. Manage Translations: Click to enter the description in additional languages (available when the Multi-language OPERA Control is active).

   3. Sequence: Enter a number to position the tax category code when it appears in a list of tax categories.

3. Click Save. Or, click Save and Continue to create another code.

Editing Tax Category Codes

1. From the Administration menu, select Client Relations, select Geographic Management, and then select Tax Category.

2. Enter search criteria and click Search.

3. Select the Tax Category code, click the vertical ellipsis and select Edit.

4. Update configuration.

5. Click Save.

Delete Tax Category Codes

1. From the Administration menu, select Client Relations, select Geographic Management, and then select Tax Category.

2. Enter search criteria and click Search.

3. Select the Tax Category code, click the vertical ellipsis and select Delete.

4. Click Delete to confirm.