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Procedure documentationAdding and Changing Taxes

Procedure

To add or change a tax:

  1. On the Main Menu, click File Maintenance.

  2. Click Taxes. The list of defined taxes appears.

  3. Do one of the following:

    • If you are adding a new tax, click New

    • If you are changing an existing tax, select the tax, and then click Open.

    The Tax window appears with the General tab selected. For an example of this tab, see General Tax Details.

  4. Do one of the following:

    • If you are adding a new tax, in the Tax ID field, type or select a number between 1 and 16 to identify the tax

    • If you are changing an existing tax, proceed to step 5.

  5. In the Description field, type a description of the tax that will be printed on customer receipts.

  6. In the Print Char field, type a character that will be printed beside each taxable item on customer receipts.

  7. To define the general information such as tax rate and class, tax threshold, and VAT, see General Tax Details.

  8. To define print options, see Setting Tax Print Options.

  9. To set up step taxes, see Setting Up Step Taxes.

  10. When the tax record is complete, click Save.