Financial Settings


 

Create Tax Types

Overview

In the Tax Type configuration setting, you can input and edit tax information that you can later apply to an activity session cost.

Instructions

  1. Navigate to Configurations > Financial Settings > Tax Types
    configuration_financial_settings_tax-types.jpg
  2. Select Create Tax Type
    create_tax_types_create_tax_type.jpg
  3. Fill in fields
    create_tax_type.png
    • Name, Rate: Enter a name for your Tax Type and a percentage rate
    • GL Code: Assign, or leave unassigned, a General Ledger code
      • Note: On the existing program or POS item, the GL tab should only include the GLs for the item being sold, not the tax. In other words, no one class or item should have 92% and 8% on the GL tab for a program. It should just be 100% to the program or POS item.
  4. Select Save New Tax Type
    create_tax_types_save_new_tax_type.jpg

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