Set Up Tax Codes

You can define an unlimited number of tax codes for your enterprise. You can add new tax codes or modify existing tax code information at any time.

To set up tax codes:

1. In the Navigation pane, select Settings > Cash Management > Tax Codes.
2. On the Tax Codes form, complete one of the following actions:
   • To add a new code, click +New Tax Code.
   • To add a new code that is either similar to or based on the tax code currently displayed, click Other Actions > Copy on the Actions bar.
   • To change information for an existing tax code, click Edit on the Actions bar.
3. In the Code field, enter the code by which the tax is identified.
4. Set the Status field to Active or Inactive.
5. Complete the remaining fields on the Tax Codes Settings form.
6. Click Save.