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Manage Tax Types

1. Navigate to the Tax Types screen.

   1. Log In to the Data Center Application to display the Data Center Ribbon Menu.

   2. 

      Select Pricing > Tax Types from the ribbon menu to display the Tax Types screen.

   

2. Complete the following procedures as needed to manage tax type information:

   Create a Tax Type	Click the New Tax Type button to display the Define/Edit Tax Type window. Continue with the procedure below.
   Edit a Tax Type	Click a tax type’s Edit button to display its Define/Edit Tax Type window. Continue with the procedure below.
   Delete a Tax Type	Click a tax type’s Delete button to display a deletion confirmation window. Click the Yes button to remove the tax type from the Tax Types screen. Click the tab's Close button to close the screen.

   

3. Enter/edit the tax type's name in the Tax Type field.
4. Enter/edit the tax type's description in the Description field.

5. Select the appropriate rounding method from the Rounding drop-down.

   Note: If a calculated tax amount includes partial cents (e.g., the "37" portion of $1.2437), the rounding method determines how the system will convert that to an amount with no partials (e.g., either $1.24 or $1.25).

   • Select Round Up (default) to always round tax amounts up to the next full cent.

   • Select Mid Rounding to round up or down based on whether the partial amount is more or less than a half cent ($0.005).

     Note: A calculated amount of $1.245 rounds up to $1.25 while a calculated amount of $1.2449 rounds down to $1.24

6. Click the Submit button to display the new/updated tax type on the Tax Types screen.

7. If needed, define a tax rate for this tax type.

   Note: Refer to Add or Remove a Tax Type's Tax Rate for more information.

8. Click the tab's Close button to close the screen.