Taxation > Create tax code

Create tax code

Note: Spend Dynamics does not support the creation of more than six tax codes. If you try to do this, an error message will appear.

To create a new tax code:

1. From the main menu, select Administration > Instance Management > Module - Taxation.

   The Module - Taxation screen appears.

2. Click the New Tax Code link.

   The Create New Tax Code dialog box appears.

3. Use the following field descriptions to define the new tax code:

   Field	Description
   Display Code	The name of the tax code users will see on the Coding tab of their Transaction Details window.
   Display Order	The number you enter here will dictate where the code appears in the code list, depending on the source currency.
   Tax Rate	The rate itself, eg. 10% Australian GST would be shown as .10.
   Help Description	The help text that will display for this tax code.

4. Click Save.

   Your new tax code automatically appears in the Tax Code list on the left of the screen. You must now make it part of the tax structure by specifying it in a tax availability rule.

   Note: If you have been granted a certain access right (Admin - Maintain Tax Options), a Tax Options link appears on the Module - Taxation screen. This link gives you the ability to disable/enable the Allow Fixed Override option. (Note: When Allow Fixed Override is enabled, a user can change the tax code and tax amount of an Actual Tax transaction line.)

Tax Templates

If your instance of Spend Dynamics supports the use of tax templates, you can insert a pre-configured and related list of tax codes and rates by clicking the Insert Tax Template link and selecting the appropriate tax template. Tax codes added via a template can be edited and deleted in the usual way.