Tax Schedules
Use the Tax Schedules 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.
You must set up tax schedules before you can break out taxes on an expense report.
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.
- Related Topics:
- Display the Tax Schedules Screen
You access the Tax Schedules screen from the Time & Expense domain. - Usage of the Tax Schedules Screen
Deltek Expense allows you to record tax information on expenses, set up and maintain tax schedules, determine which expense class types have changeable tax amounts, and determine which expense types contain tax information and amounts. - Basic Information Tab
Use the Basic Information tab to enter information about the tax schedules such as code, description, type, tier, labels, and defaults. - Charge Defaults Tab
Use the Charge Defaults tab if you want to separate the tax amounts associated with the tax schedule from the rest of the expense amounts. - Tax Schedule Labels Table Window
Use the Tax Schedule Labels table window to define the tax rates based on the locale. - Tax Schedule Rates Subtask
The Tax Schedule Rates subtask displays the rate information for the selected tax schedule by effective date.
Parent Topic: Expense Controls