Documentation | User Guide

Documentation | User Guide

Create a tax type

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

SIGTAS allows the administrator to translate tax forms into the local language of their choice. When this is the case, a dynamic icon, located to the right of the field to be translated, indicates that a translation is possible. For further instructions, click on the following link: Translate from the Translation popup window.

Step 1 - Go to the page List of Tax Types

  1. Go to the Administration module;
  2. Choose the Operations option;
  3. Select the Forms option;
  4. Click the Tax Types menu. This action opens the List of Tax Types page (509:2231);

Step 2 - Create a tax type

  1. Click the Create button. This action opens the Tax Type page (509:1001);
  2. Enter a Tax Type and a Tax Basis;
  3. Go to the General Settings section;
  4. Fill out the required fields (identified with a red star *). For example, Income Type, Budget Type, etc.;
  5. Complete the other sections as appropriate;
  6. Click the Save button. This action confirms the creation of the tax type and updates the Tax Type page (509:1001) and List of Tax Types (509:2231) pages.