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- Click the [Taxes] > [Tax Categories] menu button to enter the Tax Category module
- Click the [Create Tax Category] menu link -button located at the top of the Tax Category module
Enter the information needed to define the new Tax as follows:
Tax Category Name The 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 Date The date that this Tax Category will be effective. If effective immediately please set to the current date Tax Category Description A description of the Tax Category. - Click the [Create] button to save the Tax Category
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Add Tax to Tax Category
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- Click the [Taxes] > [Tax Categories] menu button to enter the Tax Category module
- Locate the Tax Category you would like to add Taxes to and click the button
- Enter the Taxes panel by clicking the TAB
- Click the [Add/Remove Taxes] button to display the Add/Remove Taxes screen
- Click the Select Tax drop-down box to select the Tax(es) that you would like to add to the Tax Category
- After selecting the Tax(es) for the Tax Category, click the [Save Taxes] button
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Delete Tax Category
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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