Taxation > Edit/delete tax code

Edit/delete tax code

Note: It is very important you get the tax structure correct, as you do not want to be in a position where a tax code needs to be deleted after your organization has gone live. Given the ramifications of taking this action, you must contact the Spend Dynamics helpdesk: ebsclientservices@bmo.com for further advice.

To edit/delete a tax code:

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

   The Module - Taxation screen appears.

2. Click the tax code from the Tax Code list.

   The Edit Existing Tax Code dialog box appears.

3. Either:
   • Make any required changes and click Save, or
   • Click Delete.

Notes: Deleting a tax code also deletes all existing tax availability rules that include the deleted tax code.

Your solution may have been configured to prevent an administrator from deleting any pre-configured actual tax codes created in support of Actual Tax functionality. In this situation, the Delete button is missing from view.

Tax code name and description translations

If multi-language support is enabled for your company and you have the correct administration right (Admin - Company Translations), you can configure your tax code name and description in the languages your company instance supports. If a user then changes their language setting via their personal settings, the translated values for the tax code name and description are used wherever they appear in the system.

1. Click the Edit Translation link at the top of the Edit Existing Tax Code dialog box.

   The Tax Code dialog box appears.

2. Type translations for each of the supported languages.
3. Click Save.

Note: To set up multi-language support, contact the Spend Dynamics helpdesk: ebsclientservices@bmo.com.