Tax Category

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

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
   

3. 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.

4. Click the [Create] button to save the Tax Category
   
   
   

Add Tax to Tax Category

  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.

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
   
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
   

6. 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

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

Edit Tax Category

1. Click the [Taxes] > [Tax Categories] menu button to enter the Tax Category module
   
2. Locate the Tax Category you would like to Edit Taxes to and click the  button
   

3. Edit the Tax Category Information as required

   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.

4. Click the [Save] 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. 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.

1. Click the [Taxes] > [Tax Categories] menu button to enter the Tax Category module
   
2. Locate the Tax Category you would like to Delete and click the  button
3. Review the Tax Category Delete Confirmation screen and click the [Delete] button to delete the Tax Category
   

 Deleting a Tax Category does not delete the Taxes that are assigned that Tax Category. This is because a Tax can be assigned to more than one Tax Category.

Related articles

• Page:
  Taxes
• Page:
  Tax Category
• Page:
  Compound / Stacked Tax