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  1. Click the [Taxes] > [Tax] menu button to enter the Taxes module
  2. Click the [Create Tax] menu link -button located at the top of the Taxes module
    CDR2Cloud - Create Tax Menu
  3. Enter the information needed to define the new Tax as follows:

    CDR2Cloud - Enter Tax DetailsImage Added
    Tax NameThe name of the Tax. This name will appear on customer Invoices so try to keep the name as short as possible (not more than 4 characters long)
    Valid From DateThe date from which this Tax is to be effective. You may future date a Tax which CDR2Cloud will ignore until the date has arrived
    Tax AmountThe mount of the Tax. Enter percentage (%) amounts in decimal format. E.g:. A percentage tax of 25% would be entered as 0.25. A Fixed Tax amount of $50.50 would be entered as 50.50
    Tax Amount TypeThe way the Tax Amount (above) should be treated, as a Percentage (%) or as a Fixed Tax
    Tax MaximumThe maximum amount (ceiling) to be charged on this tax. If there is no maximum enter 0
    Tax Maximum Type 
      
      

     

     

     

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