Tax Codes

Tax codes are unique codes used when setting up a work order. During the extraction, tax codes are downloaded to external systems with the appropriate tax information.

Open the Tax Codes screen

1. Hover a mouse pointer over the Settings menu on the menu bar to display its menu.

2. Slide a mouse pointer over the Global Values option to display its menu.

3. Click Tax Codes to open the Tax Codes screen.
   

Add a new tax code

Tax codes are limited to two characters that can be a combination of numbers and/or letters.

1. From the Tax Codes screen, enter a new tax code into the Tax text box.

2. Click Add to save and display the new tax code in the Tax Codes Listing.

Edit a tax code description

For security purposes, the tax code cannot be edited. Once a new tax code is saved, its description is automatically added as Tax Code along with the new tax code, such as Tax Code T7.

1. From the Tax Codes Listing, click the Edit icon on a line item to enable the Description text box.

2. Edit the selected tax code description into the Description text box.

3. Click the Update icon to save and display the selected tax code description in the Tax Codes Listing.

Delete a tax code

1. From the Tax Codes Listing, click the Delete icon on a line item. The delete confirmation pop-up message appears.

2. Click OK to delete the selected tax code.