Maintain taxes

To search for taxes:

  1. Click Setup in the CCLAS EL menu or run the Config.exe application in the Exe folder to display the Config Form.
  2. Select the Tax codes node.
  3. Where a query form is presented in the bottom of the right-hand grid, then enter criteria and click the Query button to filter the content returned to the grid.
  4. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.

To create a tax:

  1. Click New to display the AddNew form.
  2. Enter the New code.
  3. Click OK to create the tax and open the TaxEdit Form, or click Cancel to not proceed.
  4. Enter the Description.
  5. Enter the Tax rate.
  6. Where the tax is specific to schemes of a laboratory section, select the Section code.
  7. Where the rate is applied as a surcharge rather than as a tax, check Surcharge.
  8. Click Save to persist the changes, or click Cancel to not proceed.

To review a tax:

  1. Double-click an Tax code to open the TaxEdit Form.

To update a tax:

  1. Double-click an Tax code to open the TaxEdit Form to update the entity, as required.

To delete a tax:

  1. Click Delete.