Tax Schedules

Use this screen to set up tax schedules that you will link to expense types. A tax schedule identifies the tax rates to apply to those expenses.

When to Use the Tax Schedule Screen?

Use this screen to add, edit, and delete tax schedules. You must set up tax schedules before you can break out taxes on an expense report.

Tax Schedule Screen Tabs

The tabs available in this screen are Basic Information, Rates, and Charge Defaults. When you add a new tax schedule, the Rates and Charge Defaults tabs are not available until you click Save to save the new schedule.