Maintain tax rates

IT Manager Practice Admin

If a tax rate needs to be updated to reflect a new rate, a new rate should be added using the same Code but a new effective date and rate. Do not amend the existing rate as this will affect any existing unposted entries and any credits that are applied.

1. Select Admin > Categories from the menu.

2. Select Main Categories from the list, then select tax Rates.

   

3. Click Add (or View/Edit to edit an existing category).

4. Enter a code to be used for the tax rate, ensuring that the default rate has a code of 1.

5. Select the Date the rate should come into effect.

6. Enter a Description which will be the title displayed in the applicable drop-down list, then enter the default hours for each day of the profile.

7. Click Save.