Tax Categories

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:

   • Country

   • Display Name

   • Include Inactive

   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