Taxes

Navigate to Taxes#

• Access the Master Data sub-module of the Organisation module.

• Click on Taxes.

• This displays a list view of Taxes.

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Country: A dropdown list of countries

Create a Tax type#

• To create a type of tax, hit the New button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:
  • Country: A dropdown list of countries
  • TaxCode: Specify a tax code for the new tax
  • TaxName: Provide the tax a name
  • FirstIntroduced: A date when the tax was introduced

Edit Tax#

• To edit a tax record, select the particular record you want to edit by clicking the radio button
• Click the Edit button

Delete Tax#

• To delete a tax record, select the particular record you want to delete by clicking the radio button
• Click the Delete button