Manage tax rates

You can add, mange and remove different any tax rates you may wish to apply to different service items.

  1. Select the cog icon from the main menu.

  2. Select Settings.

  3. Select Proposal manager configuration.

  4. Select Pricing. The Annual revenue range tiers are listed.

  5. Select Tax rates. Your current list of tax rate is displayed.

  6. Select Add new rate to add an empty entry into the list.

  7. Type a name in the Tax Label field, this is how the rate will be referred to throughout the rest of the system.

  8. Type a value in the Tax percentage field to set the rate at which tax will be calculated when this rate is used.

  9. If you want to remove a tax rate, select the trash icon for that rates line.

When you select the trash icon for rate line, it becomes Marked for deletion. Items marked for deletion will not be removed until you select Save.

  1. Select Save.