Client tax rates

Accountants Enterprise with Practice Manager only

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

To set up a new client tax rate

Select Maintenance > Client/Supplier > Client Tax Rates on the main menu or Maintenance > Maintenance Map > Client/Supplier > Client Tax Rates. The Maintenance — Client Tax Rates page opens.
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.
Enter a descriptive name for the tax rate in the Description cell.
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.
Select a Tax Rate from the drop-down.
From the Scope drop-down, select the type of contact the rate will apply to.
Press [Enter] to add more Tax Rates.
Click OK to save the changes and close the Maintenance — Client Tax Rates page.

To delete a client tax rate

Select Maintenance > Client/Supplier > Client Tax Rates on the main menu or Maintenance > Maintenance Map > Client/Supplier > Client Tax Rates. The Maintenance — Client Tax Rates page opens.
Select the row containing the rate you want to delete.
Click to highlight the entire row.
Press [Delete]. A Confirm Delete message is displayed.
Click Yes.
Click OK to save the changes and close the Maintenance — Client Tax Rates page.