Tax Codes & Rates

Modified on Mon, 14 Nov, 2022 at 1:17 AM

This article explains what tax codes and rates come in-built with your Actionstep system. 

Various tax codes and rates will come in-built into your system depending on the region that is used at the time of set-up. 

To find, edit, create or delete a tax code - navigate to Admin > Accounting > Tax Codes & Rates

In New Zealand your tax codes will look as below: 

 

/helpdesk/attachments/150002489574

In Australia your tax codes will look as below: 

/helpdesk/attachments/150002489575

In the United Kingdom your tax codes will look as below: 

 

/helpdesk/attachments/150002489576

In the United States your tax codes will look as below, by default the USA is set to no tax codes: 

/helpdesk/attachments/150002489577

Editing a tax code

To edit a tax code that is already present, for example, if you would like to rename it or your sales tax rate changes. 

Click on the box next to the tax code you would like to edit and then click on the edit button. 

/helpdesk/attachments/150002489578

You are then given a selection of fields that you can edit and then hit the green save button. 

/helpdesk/attachments/150002489579

Adding a new tax code 

To add a new tax code click on the green New Tax Code button. 

/helpdesk/attachments/150002489580

You are then given a selection of fields that you need to create 

/helpdesk/attachments/150002489581

 

The * denotes required fields. 

 

Hit the Green Save button when you are ready to save. 

 

Deleting a tax code

To delete a tax code click on the box next to the tax code you wish to remove and then click delete. 

 

/helpdesk/attachments/150002489582

You will be asked to confirm the deletion. Hit the green confirm button if you would like to delete this tax code. 

 

/helpdesk/attachments/150002489583

 

WARNING: You are unable to delete tax codes that have been used in the system. You can only delete tax codes that have not been used. 

 

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article