The Tax Codes sub-section of the system is where you can set the tax rates that can be assigned against the line items of an order. The tax code is assigned on the invoice when matching an invoice against the purchase order.
From the tax codes sub-section you can view, edit or add new tax codes. Depending on your permissions you may not see all of these options.
Figure 4: Finance Functions Page – Tax Codes
- Search Field
Field to narrow the results of the tax codes search. Click the Search button to update the search results below.
Button to run a search of the tax codes list. After clicking this button the Tax Code Search Results will be updated. The search results will be filtered depending on what is filled in the search field.
- Include Archived
Switch to set if archived tax codes are included in the search results. By default archived tax codes are excluded from the results. Click the switch to include archived tax codes in the search results or export file.
- Add New Tax Code
Button to add a single new tax code. This will bring up the Add Tax Code popup window where you can enter details for a single tax code.
- Tax Code Search Results
The list shows the tax codes that match the search parameters filled in the Search Field. By clicking a tax code in the list you will see an Edit Tax Code popup window where you can edit any details for that tax code.