How to Manage Taxes and Tax Rates
In BizXpert Invoice you can add and modify available taxes and tax rates by the following.
A new Tax code can be added in the following way:
- Click on the Settings / Master Data / Taxes menu and the list of available taxes will open.
- Click on the “+ New” icon which is available in the bar (bottom of the screen).
- Enter the Name and the Rate of the required tax and click on the Save button.
You will be able to select your new tax on the product details screen and on the new invoice screen as well.
- Click on Save.
You will be able to select your new tax group on the product details screen and on the new invoice screen as well.
You can modify tax codes by the following way:
- Click on the Settings / Master Data / Taxes menu and the list of available taxes will open.
- Click on the tax element you want to change.
- Set the new name and rate.
- Click on Save.
You can delete tax codes by the following way:
- Click on the Settings / Master Data / Taxes menu and the list of available taxes will open.
- Right click on the tax element you want to delete.
- Click on the “X Delete” icon which is available in the bar (bottom of the screen).
- Click on Yes at the confirmation window.
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