Difference between revisions of "21. Accounts List Tax Codes"
From TrueERP wiki
Cgillhouse (Talk | contribs) (Created page with "'''Accounts List Tax Codes''' '''Accounts List Tax Codes - Have you assigned all of the correct tax codes for your region in the chart of accounts?'''") |
|||
| Line 2: | Line 2: | ||
'''Accounts List Tax Codes - Have you assigned all of the correct tax codes for your region in the chart of accounts?''' | '''Accounts List Tax Codes - Have you assigned all of the correct tax codes for your region in the chart of accounts?''' | ||
| + | |||
| + | ==== Accessing Tax Codes ==== | ||
| + | |||
| + | *Select the '''Accounts''' drop down menu at the top left of the main screen | ||
| + | *Select '''Tax Codes''' (to create a new code) | ||
| + | *Select '''Tax Code List''' (opens the list of codes) | ||
| + | |||
| + | Also can go to the '''General''' Tab and select the '''Tax Code List''' button | ||
| + | |||
| + | Note: Always consult your accountant and ERP Support before creating a new tax code as there may | ||
| + | be implications for reporting. | ||
| + | |||
| + | *Active tax codes are ticked in the list | ||
| + | *To activate a tax code double click the code and tick Active in the new window that opens. | ||
| + | *Save | ||
| + | |||
| + | ==== Tax Codes for your Region in Chart of Accounts: ==== | ||
| + | *Accounts Module | ||
| + | *Accounts List (not in Tree Mode) | ||
| + | *Scroll over to your Tax Code column - make sure these are correct | ||
Latest revision as of 06:01, 15 September 2015
Accounts List Tax Codes
Accounts List Tax Codes - Have you assigned all of the correct tax codes for your region in the chart of accounts?
Accessing Tax Codes
- Select the Accounts drop down menu at the top left of the main screen
- Select Tax Codes (to create a new code)
- Select Tax Code List (opens the list of codes)
Also can go to the General Tab and select the Tax Code List button
Note: Always consult your accountant and ERP Support before creating a new tax code as there may be implications for reporting.
- Active tax codes are ticked in the list
- To activate a tax code double click the code and tick Active in the new window that opens.
- Save
Tax Codes for your Region in Chart of Accounts:
- Accounts Module
- Accounts List (not in Tree Mode)
- Scroll over to your Tax Code column - make sure these are correct
