Overview
The Tax Rates screen enables users to manage tax rates for individual categories.
After a category is created or synced into SmartDocs 360, you can assign a specific tax rate to it. If your entity is connected to an integration partner, the tax rates will automatically sync with your license
To learn how to create a category, press here.
How to navigate
| From the Main Toolbar, select Settings |
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| And select Tax Rates |
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Instructions
How to edit a Tax Rate for a Category
To edit the Tax Rate for a category, Select
This will open the Update Tax Rate table
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Screen Options
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Explanation
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|---|---|
| Name | Input the name of the category. |
| Rate | Input the Tax Rate percentage. |
| Code | Input the Code of the category, this is optional. |
How to delete a Tax Rate for a Category
To delete a Tax Rate, Select