Add Tax Rate to Sales Tax Record

Use Sales Tax Follow-Up in the Tax submodule in the Settings module to add a tax rate to a sales tax record.

To use Sales Tax Follow-Up, you must have access to Settings as defined in User Access Rights under Settings.

To add tax rate to sales tax record:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the record that you want to modify.
  3. In the left pane of the Settings page, click Tax > Sales Tax Follow-Up.
  4. In the Add Sales Tax column, click Add in the cell of the tax record to which you want to add a tax rate.
  5. In the Add Tax Rate dialog box, specify values for the following fields:
    • Tax Rate %
    • Valid from
    • Maximum Amount
    • Minimum Amount
  6. Click OK