A Tax Category is the interface between a customer record and one or more Taxes. CDR2Cloud allows you to create as many Tax Categories as you require but only one Tax Category can be assigned to a customers account at a time. Customers can also be assigned to the "Tax Exempt" or the "No Tax" Tax Categories which would result in no Taxes being calculated on that customers charges. The Tax Category also allow you to control the stacking order of multiple taxes which indicates if the Taxes are calculated as Straight Tax or Stacked/Compound Tax (Tax on Tax).
Before creating or working with a Tax Category, it is recommended that you first create the Taxes that will be assigned to the Tax Category.
The following topics are covered in this section
Create Tax Category
- 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
Delete Tax Category
You can not Delete a Tax Category if it is currently assigned to one or more customer accounts.
- Click the [Taxes] > [Tax Categories] menu button to enter the Tax Category module
- Locate the Tax Category you would like to Delete and click the
button.
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