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  1. Click the [Taxes] > [Tax Categories] menu button to enter the Tax Category module
  2. Locate the Tax Category you would like to add Taxes to and click the  button
    CDR2Cloud - Tax Category Vew ButtonImage Added
  3. Enter the Taxes panel by clicking the Image Added TAB
  4. Click the [Add/Remove Taxes] button to display the Add/Remove Taxes screen
  5. Click the Select Tax drop-down box to select the Tax(es) that you would like to add to the Tax Category
    CDR2Cloud - Tax Category Select TaxesImage Added
  6. After selecting the Tax(es) for the Tax Category, click the [Save Taxes] button
    CDR2Cloud - Save Tax Category TaxesImage Added

 

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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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