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This section allows you to define specific taxes to add to order records, for example VAT. No taxes are defined by default in the application.

Defining taxes is optional

 

This page describes:


To set up Tax Maintenance, select Modules > Acquisitions > Module Maintenance > Tax Maintenance.

The following page is displayed:

Adding a new tax definition

To add a new tax definition, enter the following information (required fields have an asterisk next to the label):

Name *Name for the tax. This information is what will appear in the drop-down list of available taxes when placing an order, so it needs to be self-explanatory.
Rate *the rate of the tax, as a percentage
Descriptionan optional description for the tax. This will only be seen in the Tax Maintenance screen.

 

When you have finished, click Add in the Actions menu.

This adds the new tax definition to the list of existing definitions.


 

Editing a tax definition

To edit a tax definition:

  1. Click on the edit icon on the right of the specific tax row.

  2. Make the required changes.
  3. Then click on the floppy disk icon to save the changes.

Deleting a tax definition

 

Note that you cannot delete a tax definition once it has been used in at least one order.

 

To delete a tax definition:

  1. Click on the bin icon on the far right of the specific tax row.
  2. The following alert is displayed:

     

  3. Click OK to continue with the deletion.

This removes it from the list of taxes.

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