Tax Code

Owned by Heidi Adams
Last updated: Dec 01, 2022
3 min read



Tax Code

To create and edit items in the Tax Code table, select Maintain | Tax Codes. The Tax Codes table will appear.

Add a Tax Code

A Tax Code is comprised of one or more Tax Authorities. Use the table to enter all Tax Codes used by your company. 

To add a new Tax Code, click the  Add New button. A blank form appears.

A valid entry only requires a Tax Code and a Tax Description.

  • Tax Code can be up to ten (10) characters in length and is an alpha numeric field.
  • Tax Description can be up to thirty (30) characters in length.

Enter a Code and Description to make a valid entry. Select one or more Tax Authorities that make up the Tax Code by placing a check next to each Tax Authority. 

Up to 5 taxing authorities can be selected for each tax code. The Tax Code can be selected during a transaction or set as defaults in the Account and Job tables.

Additional flag.

  • Inactive – When checked, the selected account is set to inactive. It will not appear in any drop down lists on other screens.

Total Rate

Displays the total tax rate of the selected Tax Authorities.

Click the  Save Changes button to continue. To undo any changes, click the  Undo Changes.

Editing an Existing Tax Code

Changing the Tax Code

To change the Name for an existing Tax Code, select the Tax Code from the list or use the search field. Make desired changes and click the  Save Changes button. A message similar to the following will appear.

  • Click the Change description button to save the changes and return to the Account Table.
  • Click the Cancel button to cancel all changes.

Delete a Tax Code

To delete a Tax Code, select the Tax Code from the list or use the search field and click the  Delete Record button. A window similar to the following will appear.

Click Yes to delete the Tax Code. Click No to cancel the deletion and return to the Tax Code table.  An Error message may appear if the Tax Code cannot be deleted. Tax Codes cannot be deleted if they are associated with a transaction or another record in the database. Click OK to continue. To Inactivate the Tax Code, click the Inactivate check box.

Related Links