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Accountants Enterprise with Practice Manager only

Client Tax Rates are set up, maintained and deleted using MaintenanceClient/Supplier > Client Tax Rates.

 

To set up a new client tax rate
  1. Select MaintenanceClient/Supplier > Client Tax Rates on the main menu or Maintenance > Maintenance MapClient/Supplier > Client Tax Rates. The Maintenance Client Tax Rates page opens.

  2. Enter a shortened name (such as an abbreviation or acronym) of the tax rate in the first blank Short Name cell at the top of the table.

  3. Enter a descriptive name for the tax rate in the Description cell.

  4. Enter a Discount multiplier. The discount multiplier controls the calculations for the Client Tax Rate.

    If the value is not 1, you cannot enter a tax rate in the next field.

  5. Select a Tax Rate from the drop-down.

  6. From the Scope drop-down, select the type of contact the rate will apply to.

  7. Press [Enter] to add more Tax Rates.

  8. Click OK to save the changes and close the Maintenance Client Tax Rates page.

To delete a client tax rate
  1. Select MaintenanceClient/Supplier > Client Tax Rates on the main menu or Maintenance > Maintenance MapClient/Supplier > Client Tax Rates. The Maintenance Client Tax Rates page opens.

  2. Select the row containing the rate you want to delete.

  3. Click to highlight the entire row.

  4. Press [Delete]. A Confirm Delete message is displayed.

  5. Click Yes.

  6. Click OK to save the changes and close the Maintenance Client Tax Rates page.