Documentation | User Guide

Documentation | User Guide

Create a tax schedule

This part of the guide explains how to create a tax schedule. This page contains some validations. Click the following link for more information: Tax Schedules - Configuration details

Step 1 - Go to the page List of Tax Schedules

  1. Go to the Administration module;
  2. Choose the Operations option;
  3. Select the Forms option;
  4. Click the Tax Schedules menu. This action opens the List of Tax Schedules page (509:15790);

Step 2 - Create a tax schedule

  1. Click the Create button. This action opens the Tax Schedule page (509:15791);
  2. Fill out the required fields (identified with a red star *). For example, Schedule ID,Schedule Name, etc.;
  3. Click the Save button. This action updates the Tax Schedule page (509:15791) and displays the Create button to associate a version with the schedule;
  4. Click on the Create button. This action opens the Schedule Version popup window;
  5. Fill out the required fields (identified with a red star *). For example, Layout Type; etc.;
  6. Click the Save button. This action confirms the creation of the tax schedule and updates the Tax Schedule (509:15791) and List of Tax Schedules (509: 15791) pages.