Page Comparison

You need to set the tax rates that are used in InTime. #zzz Where exactly in the system do the rates that you set here appear?#

You can set as many tax rates as you need. #zzz Is there anything else that customers need to know about this section? For example, if they are importing data from an external system, does the Code field have to match up to a specific field in that external system?#

Once a tax code is set up and saved, that code cannot be changed in the system. The rate itself and the effective date can still be changed, though.

How do I specify tax rates

1. From the menu bar, click Administration > Tax Rates.
   A zero tax rate is already set in the system. Any other tax rates that you create are displayed in the list.
2. Click Add Tax Rate.
3. In the Name field, enter a name for the tax rate.
4. In the Code field, enter a code for the tax rate.
5. Click the refresh button in the Action area at the end of the row to update the information:
   
   Image Added
   
   
6. In the Rate field, enter the rate.
   For example, if you were entering VAT at 20%, you would enter 0.20.
7. In the Effective from Date field, set the date from which the rate is effective.
8. Click the refresh button at the end of the row to update the rate.
9. Click the activate code button at the end of the first row.
   
   Image Added
   
   
10. If you need to edit the code or the rate, click the edit button in the action area. If you want to add a new rate to the same code, with a different effective date, click the green + button to add a rate.
11. To add a new code and rate, click Add Tax Rate.
12. When you have finished, click Save.