Tax Rates

Overview

Actions

Field Descriptions

• Standard
• Professional
• Enterprise

To…

Then…

Create a Tax Rate record

1. Click Admin > Tax Rates on the Profile menu.
   The Tax Rates List View displays.
2. Click Create New.
   The Tax Rate Create Form displays.
3. Complete the Tax Rate Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
4. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Tax Rates

Click Admin > Tax Rates.
The Tax Rates List View displays.

Display the details for a Tax Rate

Click the name in the Tax Rates List View.
The Tax Rate Detail View displays.

Edit tax rate information

1. Click the edit icon (pencil) associated with the record in the Tax Rates List View.
   The Tax Rate Edit View displays.
2. Update the information. See Field Descriptions for information about each field.
3. Click Save to update the record.

Suppress one or more Tax Rate records

1. In the Tax Rates List View, click the Selection box associated with the record(s) you want to suppress.
2. Click Suppress.
   A confirmation box displays.
3. Click OK.
   The records are suppressed.

You can also suppress a single record by clicking Suppress on the Tax Rate Detail View.

Update information related to multiple Tax Rate records

1. In the Tax Rates List View, click the Selection box associated with the records you want to update.
2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate tax rate information

Click Duplicate in the Tax Rate Detail View. Duplication is a convenient way of creating a similar tax rate. You can change and save the information in the duplicate record to create a new record.

Find and merge duplicate records

Export records

1. In the Tax Rates List View, click the Selection box associated with the records you want to export.
2. Click Export in the dropdown and follow the instructions in Exporting data.

Tax Year

Enter the year in which the rate was effective.

Filing Status

Click the applicable filing status.

More Than

Enter the minimum income to which the rate applies.

Up To

Enter the maximum income to which the rate applies.

Tax Rate

Enter the tax rate as a percentage (omit the % symbol).