Tax List

Documentation

Table of Contents



The tax list displays a complete list of taxes and the tax percentages. New taxes may created and existing taxes may be viewed and edited.

Filtering and Display


Use the filtering section to determine exactly what taxes you wish to view and how you wish to sort them on the list.

List Table


Name

The name of the tax.

Description

The description of the tax.

Rate

The percentage rate of the tax.

NOTE: For each workstation you can change the default columns that are displayed on the list. Click on "File" at the top of the list screen. From the drop down menu select "Configure...". Use the list configuration screen to configure the columns to view on your list.

Action Icons



- Select the "New" icon to create a new tax.

- Select the "Edit" icon to edit an existing high-lighted tax.

- Select the "Delete" icon to delete an existing high-lighted tax.

- Select the "Print" icon to print the contents of the tax list to a printer.

- Select the "Export" icon to export the contents of the tax list to a CSV or Excel file.

- Select the "Refresh" icon to refresh and re-display the contents of the tax list.

- Select the "Close" icon to close the tax list.

Auto Refresh

You can choose to update or refresh the data in the list automatically, as it is changed, or alternatively, you can choose to have the data refresh only when you click on the "Refresh" button. If speed is not an issue, you will probably choose to always auto refresh. Toggle on to auto refresh. Toggle off to refresh only on command.