Tax Categories is where the tax codes used on transactions are set up and managed. Only the Division Administrator role can access this screen.
| 1 | Go to the Admin menu, then click Tax Categories. |
| 2 | Select your search filters. These can either be one or a combination of the following:
Click Search. |
| 3 | To edit the a tax category, highlight the required one. |
| 4 | Update the information as needed. Ask for assistance from Service Desk if you are unsure of what changes should be made. |
| 5 | Click Save once completed or Cancel if you do not wish to save the changes. |
| 6 | To create a new Tax Category, follow these steps: New Tax Category |