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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 - Select Tax Category Taxes
  6. After selecting the Tax(es) for the Tax Category, click the [Save Taxes] button
    CDR2Cloud - Save Tax Category Taxes
    The Taxes added will have a Stacked Order Index of 0, which means that the will be treated with the same priority and be calculated as Standard Taxes. If you would like to configure the Taxes in a Compound (Stacked) Tax formation then you can set the Stacked Order Index to 1 for the Tax that will be calculated last.

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    For more information on Compound (Stacked) Tax please see the Compound / Stacked Tax topic

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Edit Tax Category

 

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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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