Knowledge Base

Setup – Tax Tables

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Raise your hand if your excited to talk Tax Tables.
  • In Setup, under Rate Management, click Tax Tables
    • The dashboard will display all Tax Tables that have been entered.
    • To review and/or edit an existing Tax Tables, simply click anywhere on the line
    • Use the trash can on the right to delete Tax Tables.
  • To create a new Tax Table
    • Click + Tax Table
    • Give the Tax a Code
    • Enter the Description for the Tax.
    • Click Save
    • Tax Tab: add the parameters
      • Choose the Tax Type
      • Enter the Tax Rate
      • Check the box if this a Additive Tax
    • Rules Tab: If you have a Tax rate that changes after so many days, you can ad the parameters here.
      • Enter the Stays After # Days
      • Choose the Override Tax Table
  • Edit Tax Authority: Here is where you will input the name of the government entity the taxes will to go.

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