The Taxes module is accessible to admin users and stores a list of sales tax rates.
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 on 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 click 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, click the X next to the filter’s name.