Navigating to Tax Settings

Tax Settings are accessed by selecting Settings from the My Apps page, then Tax Settings

Adding a Tax Type

Add a new tax type by clicking Add New Type in the upper-right corner of the screen. Enter the name for the Tax Type and click Save

Editing a Tax Type

1. Click on the name of the Tax Type
   • The Tax Type will expand
   • Any Tax Levels that have been set-up will appear in a list under the Tax Type Name field
   • Based on the Tax Type, fill in the percentage of tax for each tax level;

2. When complete, the total tax % will show to the right of the tax type

Adding/Editing a Tax Level

1. If a level is missing or simply needs to be added, click Add/Edit Levels in the bottom-right of the “Tax Type” screen
2. Click Add New Level in the upper-right corner of the screen:

3. Type in the name of the new tax level and the tax ID number for the level (this number can be provided from the client’s state tax commission). Click Save

4. The new Tax Level will appear in the list, you can now add the percentage for this tax level. When the Tax Type and Tax Levels is complete, click Save

NOTE: Tax Levels, once added, will be available for all Tax Types. The above steps can also be followed to edit an existing Tax Level.

Deleting a Tax Type

In some cases, clients may need to delete a tax type. This can be done by navigating to the tax settings:

1. From the My Apps page, click on Settings and then select Tax Settings.
2. Click on the tax type that needs to be deleted
3. Click Delete in the bottom-left of the screen and then confirm using the browser dialogue box.

Deleting a Tax Level

It is also possible to delete tax levels. From within any tax type:

1. Click on Add/Edit Levels, then select the Tax Level, choose Delete, and confirm