Create a New Tax Rate

To create a new sales tax rate, click the NEW button. Required fields (Name, Agency, Rate) are marked with an asterisk.

Agencies can be created in the Vendors module.

Search for a Tax Rate

To quickly find an item, start typing in the Search field. Click a result in the list to open it.

Filter by a Tax Rate

1. To perform a more advanced search, click the Filter Taxes button in the top left of the page. Select a filter to search by from the list and click the Apply button. Multiple filters may be added at a time.

2. If a certain filter will be used frequently, you have the option to Save that filter for future use. Simply choose the Save icon next to the filter’s name. This will create a tab for that filter at the top of the page where it can be quickly loaded again at any time. To delete a saved filter, simply click the X next to the filter’s name

View the History of a Tax Rate

Click the Show History button to see an Audit of the tax agency. Click the Column settings button to customize the columns that are visible, the Print button to print the current view, and the Export to CSV button to export the current view.