Configure taxes

To search for taxes:

  1. Access the CCTAX—Tax application from the main menu or quick launch to display the CCTAX—Search Tax screen.
  2. Enter the relevant search criteria and click Search to display taxes that match the criteria.

To export taxes to a report:

  1. Search for taxes.

  2. Select the check box in the first column of each tax to be included in the report, or leave all taxes unselected to include all taxes in the report.

  3. Click Export to report on the grid to generate the grid report document.

    Note: Until a search is performed, the Export to Report option is not available, and if any search criteria are updated the Export to Report option is not available until a search is performed.

    During this process, the screen is greyed out and the Generating the Report notification widget appears in the bottom right-hand corner of the screen. When the server finishes generating the report, the screen returns to normal and the notification widget is updated so the report can be downloaded.

To create a tax:

  1. Access the CCTAX—Tax application from the main menu or quick launch to display the CCTAX—Search Tax screen.
  2. Click New to display the CCTAX—Tax Detail screen.
  3. Check Organisation Scope, as required.
  4. Enter the Tax Code.
  5. Enter an optional Name and Description.
  6. Enter the Tax Rate.
  7. Enter an Invoice Note.
  8. Check Active, as required.
  9. Click Submit.

To review or update a tax:

  1. Search for taxes.

  2. Open the required tax to display the CCTAX—Search Tax screen.

  3. Update the fields, as required.

  4. Click Submit.

To delete a tax:

  1. Search for taxes.

  2. Open the required tax to display the CCTAX—Search Tax screen.

  3. Click Delete to display the Confirm Delete dialog box.
  4. Click Confirm to delete the tax. An error is raised if the tax is linked from a client or job invoice, in which case, it cannot be deleted.