Add and Manage Tax Codes

This article will help you set up tax codes to be applied to products and services (activities, products, charges and invoice items); this is needed only if the tax codes provided by the system do not meet your needs. The system ships with GST, HST, PST, and “Not Applicable” codes.

The Tax Codes library is located in Administration Setup. You must have appropriate permissions to access this library.

To perform the following procedures, log in to Administration Setup and double-click the Tax Codes icon.

Add a Tax Code

1. Click [Add Tax Code] on the toolbar.
2. Enter a single letter or digit Tax Code identifier and a short Description that will help a user select the appropriate code.
3. Enter the GST/HST Rate and PST Rate for the code.
4. Click Save and Close.

Edit a Tax Code

1. Locate and double­-click on a tax code.
2. Make changes to the Description, GST/HST Rate and PST Rate for the code.
   Note: The Tax Code identifier cannot be modified.
3. Click Save and Close.

Delete a Tax Code

1. Locate and select a tax code.
2. Click [Delete Tax Code] on the toolbar.
3. Click Yes when prompted

Activate or Deactivate a Tax Code

1. Locate and double-click on a tax code.
2. Change the code’s Status to Active or Inactive
3. Click Save and Close.