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Tax Category Reference

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To View Tax Category References:

  1. From the Applications menu, access Tax Management > View > Tax Category Reference. This displays the Tax Category Reference table.

    Tax Category Reference

    It contains a list of Tax Category IDs and their descriptions.

To Add a Tax Category:

  1. Right-click in the Tax Category Reference form and select Add a Tax Category.

    Add Tax Category

  2. Enter a Tax Category ID and a Name. (Both fields are required.)

  3. Click Save to add it to the Tax Category Reference Table.

To Edit a Tax Category:

  1. Right-click a Tax Category form and select Edit a Tax Category.

    Edit Tax Category

  2. Make any changes to the Name and click Save to continue. (The Category ID field is read only).

To Delete a Tax Category:

  1. Right-click a tax category and click Delete. Click Yes at the confirmation dialog.