Tax category

Introduction

What is a Tax Category?

• A Tax Category allows applying one or more Tax Rules to transactions based on various criteria. A tax category must be defined by departure country.

When Tax Category Applicable?

• Based on the State we selected, tax category applicable.

Add Tax Category

• Click on Settings module in left side panel.

• Click on Tax Category sub module.

• Tax Category List page displayed.

• Click on Add Tax Category link from Tax Category List page.

• Add Tax Category page opens with General section, Tax Details section, Cancel button & Save button.

• Enter Name & Description under General section.

• Click on Add Rate button in Tax details section.

• Enter details like Tax Description, Percentage, Include in Price check box, State & select Country from drop down.

• If we want more rate details click on add rate button and enter details.

• If we want to delete the entered rate details click on delete icon.

• Click on save button to save the details.

• After click on save button, entered details are displayed in tax category list page.

Edit Tax Category

• Click on edit icon under actions to edit saved details.

• Edit Tax Category page displayed with saved details.

• Edit required details and click on save button to save edited details.

Delete Tax Category

• To delete not required tax category, click on delete icon under actions.

• After click on delete icon, tax category deleted and also removed from list page.

Search Tax Category

• For searching required tax category Click on Search icon, search bar appears with search by name as place holder.

• Enter tax category name and click on search icon.

• After click on search icon, respective tax categories are displayed based on search name.

 

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