Working with Tax Codes and Rates (Admin)

In this article:

• Adding a New Tax Code
• Editing a Tax Code
• Deleting a Tax Code

By default, your Actionstep system includes various tax codes and rates, which are based on your region (or the region that was assigned when your system was first set up). You can edit and delete these tax codes as well as create new tax codes. 

Adding a New Tax Code

You can add new tax codes to your Actionstep system.

To do this:

1. In Actionstep, go to Admin > Accounting. The Accounting page appears.
2. Click Edit in the Tax codes & rates section. The Tax Codes List page appears.
3. Click New Tax Code. The Edit / Create Tax Rate page appears.
4. Complete the required information. Hints next to each field can help you understand what to enter in the field. 
5. Click Save to save your changes. 

Editing a Tax Code

You can edit an existing tax code. For example, you may want to rename it or update elements of the sales tax rate

To do this: 

1. In Actionstep, go to Admin > Accounting. The Accounting page appears.
2. Click Edit in the Tax codes & rates section. The Tax Codes List page appears.
3. Click the link for the tax code you want to adjust. The Edit page appears.
   TIP:  You can also select the checkbox next to the code and click Edit. 
   
4. Make the changes you need. Hints next to each field can help you understand what to enter in the field.
5. Click Save to save your changes.

Deleting a Tax Code

You can remove tax codes from your Actionstep system.

To do this:

1. In Actionstep, go to Admin > Accounting. The Accounting page appears.
2. Click Edit in the Tax codes & rates section. The Tax Codes List page appears.
3. Select the checkbox for each tax code you want to delete. 
4. Click Delete. 
5. When prompted to confirm the removal, click Confirm.