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21. Accounts List Tax Codes

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Accounts List Tax Codes

Accounts List Tax Codes - Have you assigned all of the correct tax codes for your region in the chart of accounts?

Accessing Tax Codes

  • Select the Accounts drop down menu at the top left of the main screen
  • Select Tax Codes (to create a new code)
  • Select Tax Code List (opens the list of codes)

Also can go to the General Tab and select the Tax Code List button

Note: Always consult your accountant and ERP Support before creating a new tax code as there may
be implications for reporting. 
  • Active tax codes are ticked in the list
  • To activate a tax code double click the code and tick Active in the new window that opens.
  • Save

Tax Codes for your Region in Chart of Accounts:

  • Accounts Module
  • Accounts List (not in Tree Mode)
  • Scroll over to your Tax Code column - make sure these are correct