Taxes Options Setup

Home Page→ Settings→ System Settings→ Accounts→ Taxes Options Setup

Overview

Allows to create and edit the tax for Jobs.

You can filter the Tax by type and subtype.

List description:

• Total percent - percent number of tax
• Type - type of tax
• Descr - description of tax
• Out of print - shows which tax is out of print
• Default - shows which tax is default
• Condition - conditions of tax
• Deleted - shows which tax is deleted

Manuals

How to create Taxes Options Setup

• Completing the form to create a Tax Option, if you opened the list 'Taxes Options Setup' for the first time.

Or press on the ‘+’ button, if you started switching between records. Then the form to create Tax Option will be empty.

Office - the list of companies in the system

( Home > Settings > Offices/Companies)

Job Type - the list of job types (Entry Types)

Job Subtype - the list of job subtype (Entry Subtypes)

"Out of print" check-box - the tax will not be printed on the job

"Default" check-box -  in the pop-ups of creating a job, the default tax is automatically pulled up

• Press on the Save button to save your entry after completing the form

  

How to delete Taxe Option Setup

• Select the entry which you want to delete and click the Delete button.

Sorting and filtering

Sort your list of Taxes Option by:

• Job Type
• Job Subtype

Where you can use it:

The Taxes you can use for Jobs.

In the Tax selector will be displayed those taxes which correspond to the type of Job.

Permissions

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