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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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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.
- 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
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.Info title INFO For more information on Compound (Stacked) Tax please see the Compound / Stacked Tax topic
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Edit Tax Category
- Click the [Taxes] > [Tax Categories] menu button to enter the Tax Category
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- module
- Locate the Tax Category you would like to Edit Taxes to and click the 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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