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Specifying Tax Rates

You can define as many tax rates as needed, with particular application period for each one. After this, you can assign different tax rates to to tax zones and vary the order of application of these tax.

To add a tax rate:

  1. Click Taxation Manager on the Billing Director submenu.
  2. Select Tax Rates from the Taxation Manager submenu. The list of existing tax rates (if any) appears on the screen.
  3. Click the New Tax Rate button.
  4. Fill the form that appears:
    1. You can check the Enabled box to bring the tax rate into effect. Please note that this does not restrict the ability for you to associate the tax rate with tax zones. In this case, you can enable or disable the tax rate for a tax zone to apply the tax rate or not.
    2. Type the short, but descriptive name for the tax rate into the Name field. This name should help you to recognize the tax rate when associating the tax rate with a tax zone or defining the tax rates application order for a given tax zone.
    3. Type the tax rate into the Rate field.
    4. You can add a free-form description of the tax rate into the Description field, for your reference.
    5. Specify the tax rate application period. Select the date the tax takes effect from the Start date drop-down menus. Select the date when the tax application period expires from the End date drop-down menus. To set the current date you can click the Now button. To set an unlimited application period for a tax rate, check the Unlimited box next to the tax rate end date.
  5. Click the Save button.

To add more tax rates, repeat the steps 3 - 5.

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