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

    CDR2Cloud - Create Tax Category Screen
    Tax Category NameThe Name give to this Tax Category. Try to use a nae that is representative of the Taxes that will be assigned to the Tax Category
    Valid From DateThe date that this Tax Category will be effective. If effective immediately please set to the current date
    Tax Category DescriptionA description of the Tax Category.
  4. Click the [Create] button to save the Tax Category
    CDR2Cloud - Create Tax Category Confirmation

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Add Tax to Tax Category

(warning) A Tax Category with no Tax assigned to it is the same as a Tax Exempt Tax Category. Before assigning a Tax Category to a customer account check to ensure that the Tax Category has one or more Taxes assigned to it.

  1. Click the [Taxes] > [Tax Categories] menu button to enter the Tax Category module
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  2. Locate the Tax Category you would like to add Taxes to and click the Image Added button

 

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Delete Tax Category

(warning) You can not Delete a Tax Category if it is currently assigned to one or more customer accounts. In such a case you must first remove the Tax Category from all customer records that it is assigned to, then try to delete the Tax Category.

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