Tax rates need to be set up so that you can add tax to items e.g. 15% VAT on stock sold.

Ribbon Access:  Configurator   >   Company > Company

• The Company Maintenance screen will be displayed.
• Click on the Configuration tab.

• You can now view the Tax Rates frame.
• Right click anywhere in a row of the Tax Rates data grid.
• A Maintain menu will pop up.
• Click on Add - Add New Tax Rate.

• The final row in the data grid will be 'activated'.
• The Tax Type, Tax Type Description, Rate and Default columns will now be populated.

• Click in the Code text box to reveal an ellipsis button.
• Click on this button to display the Select a tax code pop up screen.
• Click on the row selector in front of the tax code that you wish to link to this company.
• Click on Ok.

• The Code and Tax Code Desc columns will now populate with the selected code details.
• Click in the Rate text box and either type in or use the directional arrows to select the tax rate (percentage value).

• Click in the Default text box to reveal a drop-down menu.
• Click on Yes if the Tax Rate is to be used by default.
• Click on No if the Tax Rate is not to be used by default.

• Click in the Account System Code text box and type in an account system code for this new tax rate.

• When you have finished adding the new tax rate details, press Enter.
• Note: The Amend Date column will be adjusted by the system.
• The new tax rate code will be saved and a new row will be added the Tax Rates data grid.
• Click on Save .