Create a new and duplicate an existing Tax Rule using the form.

Create a Tax Rule

To create a Tax Rule within the form:

  1. Select Create New from the top-right toolbar menu.
    A new blank rule appears.
  2. Enter the information for the tax rule header and select the checkbox next to the tax rule.
    Details pane displays where you can enter the details of your rule.
  3. Select Create New on the toolbar menu in the Details pane to create a new tax rule detail row and add all the required details.
  4. Select Save once you have entered the header and details completely.

Duplicate a Tax Rule

You can duplicate Tax Rules in your system to make the creation of new rules that are similar to current Tax Rules quicker and simpler. Duplicating a Tax Rule duplicates the rule along with its details.

To duplicate a Tax Rule, right-click the rule header and select Duplicate. This creates a duplicate of the tax rule along with the details. The rule can then be edited and saved as required.

Assign Tax Rules to Consolidation Rules

To apply tax rules to consolidation rules:

  1. Select the Maintain module.
  2. Select Consolidation if prompted for a Rule Set.
  3. Select Consolidation Rules in the Consolidation section to open the form.
  4. A list of the Consolidation Tax Rules is displayed.
  5. Select a Consolidation rule header to apply the Tax Rule. 
  6. Select from the list of Tax Rules created in the rule details panel.