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Tax Types

Tax Types

Owned by Zaac Totonjian (Unlicensed)
Last updated: 17 Oct, 2023 by Yolande (Deactivated)
1 min read

You need to set up all the appropriate Tax Types that are used within your financial package.  It is essential that these tax types match your accounting software tax types. For the purposes of these help notes - we will be assuming you are integrating with Xero/MYOB or another accounting package.

 
To create a Tax Type

  1. Go to Menu > Finance > Tax Type > Create New Tax Type.  A new screen will appear. 

  2. Complete the data entry fields. Below is a description of the fields:

  3. Once completed click Save. A new screen will appear. The Tax Type information is now displayed.

To create another tax type click Actions > New Tax Type.
To deactivate a tax type click Actions > Deactivate Tax Type.

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