Documentation | User Guide

Documentation | User Guide

Link a payment location to a tax type

This part of the guide explains how to link a payment to a tax type.

Steps 1 - Go to the page List of Tax Type

  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 - Link a payment location to a tax type

  1. Find the tax type you want to link a payment location to;
  2. Click the edit icon of the Tax Type subject of the request. This action opens the Tax Type page (509:1001);
  3. Go to the Payment Locations tab;
  4. Click the Create button. This action opens the Select Payment Location popup window;
  5. Fill out the required fields (identified with a red star *). For example, Payment Location, Start Date, etc.;
  6. Click the Save button. This action links the payment lovatoin to the selected tax type.