Create a Tax Rate

Contents
Roles Required
Creating the Record

By default, no ‘Tax Rates’ records are imported during the solution deployment process. To create a ‘Tax Rate’ that is available for selection complete the following steps:

Roles Required
To complete these steps, the user performing these actions must have:

System administrator security role
or
MISSION: Charge Administrator

Creating the Record

To create a new ‘Tax Rate’, navigate to “Settings” and then select “Tax Rates”

Enter the ‘Title’ (this is what will be displayed to the end user) and the ‘Rate’

Select ‘Save & Close’ to complete the process

The ‘Tax Rate’ now becomes available on the Quote, Order and Invoice ribbon buttons once the ‘Apply Tax Rate’ is selected

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