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Instructions for setting up a new tax category.

  1. Go to the Admin menu, select Tax Categories.
  2. Click the button.
  3. Select a Country.
  4. Enter the Tax Code. This is what it will be referenced to when using the system. 
  5. Enter a Display Name.
  6. Select the Classification. 
  7. If you are wanting this to be visible for use, check the 'Active' box. 
  8. Click on the  button and enter the desired rate and effective date you wish to have for this tax category. 
  9. Click Save.


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