Tax Dates

Navigate to Taxes#

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

• Click on Tax Date.

• 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:
  • Country: A dropdown list of countries
  • Status: A dropdown list of different status

Create a Tax Date#

• To create a tax date, 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:
  • Search string: for filtering records
  • Tax: Select a type of tax(must have been created before)
  • Start Date: Specify the start date for the new tax
  • End Date: Specify the end date for the new tax
  • After filling out the form, click the Save and Close button to save changes.

• Now search for the newly created Tax Date by filtering the records. Go to the search filter, filter the records by status – pending.
• This should return the newly created tax date

Editing a Tax Date#

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

Delete a Tax Date#

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

Approve a Tax Date#

• To approve a tax date, select the particular record you want to approve by clicking the radio button
• Click the Approve button

Activate a Tax Date#

• To activate a tax date, select the particular record you want to activate by clicking the radio button
• Click the Activate button

NOTE:#

• Approved tax date cannot be updated or edited. To update a tax date, it must be in a pending state