By default, your Actionstep Practice Management 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.
NOTE: Information in this article applies to users in Australia, New Zealand, and the UK. Sales tax is typically not applied to legal services in the U.S.
Adding a New Tax Code
You can add new tax codes to your Practice Management system.
To do this:
- In Practice Management, go to Admin > Accounting. The Accounting page appears.
- Click Edit in the Tax codes & rates section. The Tax Codes List page appears.
- Click New Tax Code. The Create Tax Rate page appears.
- Complete the required information. The text next to each field can help you understand what to enter in the field.
- 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:
- In Practice Management, go to Admin > Accounting. The Accounting page appears.
- Click Edit in the Tax codes & rates section. The Tax Codes List page appears.
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.
- Make the changes you need. Text next to each field can help you understand what to enter in the field.
- Click Save to save your changes.
Deleting a Tax Code
You can remove tax codes from your Practice Management system.
CAUTION: You cannot delete tax codes that have been used in the system. You can only delete tax codes that have not been used.
To do this:
- In Practice Management, go to Admin > Accounting. The Accounting page appears.
- Click Edit in the Tax codes & rates section. The Tax Codes List page appears.
- Select the checkbox next to each tax code you want to delete.
- Click Delete.
- When prompted to confirm the removal, click Confirm.
Updated