9.10.4. Tax Types

9.10.4.1. Tax Type

Tax Types provide a system for classifying goods and services into taxable categories. For example, using the Item master you can associate an Item with a particular Tax Type. To access the master list of Tax Types, select the "Tax Types" option. The following screen will appear:

Tax Types Master List

The "Tax Types" screen displays information on all existing Tax Types, including Tax Type name and description.

To the far right of the list, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.
NEW: Opens screen for creating a new Tax Type.
EDIT: Enables you to edit highlighted Tax Types. The edit screen is the same as that for creating a new Tax Type—except that when editing, the fields will contain Tax Type information. Double-clicking on a Tax Type will also bring you to the editing screen.
VIEW: Highlight a Tax Type and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight a Tax Type and then select this button to remove the Tax Type from the list.

9.10.4.1. Tax Type

To create a new Tax Type, select the NEW button. The following screen will appear:

Create New Tax Type

When creating a new Tax Type, you are presented with the following options:

Name: Enter a name to describe the Tax Type.
Description: Enter a description to further describe the Tax Type.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating a Tax Type, returning you to the previous screen.
SAVE: Creates the Tax Type and adds it to the master list of Tax Types.