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
    The Tax Schedules screen is located in the Expense module.
  • 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.
  • Tax Schedule Rates Screen
    The Tax Schedule Rates screen displays the rate information for the selected tax schedule by effective date.
  • 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 Schedules Labels Table Window
    Use the Tax Schedules Labels Table window to define the tax rates based on the locale.
  • Tax Schedules Dialog Boxes
    Use the Add Rate and Edit Rate dialog boxes to maintain tax schedules.
Parent Topic: Settings