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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 ConfirmationImage RemovedCDR2Cloud - Create Tax Category ScreenImage Added

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Add Tax to Tax Category

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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 Button
  3. Enter the Taxes panel by clicking the  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 RemovedCDR2Cloud - Select Tax Category TaxesImage Added
  6. After selecting the Tax(es) for the Tax Category, click the [Save Taxes] button
    CDR2Cloud - Save Tax Category TaxesImage RemovedCDR2Cloud - 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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