Financial Settings


 

Edit Tax Types

 

Overview

This article will show you how to edit a Tax Type.

Instructions

  1. Navigate to Configurations > Financial Settings > Tax Types
    tax_types.png
  2. Select the Edit tool
    edit_tax_type.png
  3. Make the desired changes
    edit_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 Tax Type
    save_tax_type.png



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