Manage tax rates

Tekla PowerFab
2024i
Tekla PowerFab Tekla PowerFab GO

Manage tax rates

You can define all individual taxes used in your projects in the Tax Rates dialog box. For example, the state sales tax may consists of a city tax rate and a county tax rate, and you should enter each tax rate separately. In addition to adding tax rates, you can modify and delete existing tax rates.

  1. Go to Maintenance > Cost Maintenance > Tax Rates.

    The Tax Rate Maintenance dialog box opens.

  2. Do any of the following:
    To Do this
    Add a new tax rate
    1. Click New.
    2. In the Abbreviation field, type an abbreviation code.

      The abbreviation code is visible in lists where you can select the tax rate to be applied.

    3. In the Description field, type a description for the tax rate.
    4. Define the state, county, city, and tax rate.
    5. In the Tax Rate Applies To section, select what the tax rate is applied to.

      Use the Miscellaneous option when the charge applies to both material and labor. See Manage charge processes.

      You can also define an up to amount and select whether the tax rate is cascading.

    6. To save the new tax rate, click Add.
    Modify a tax rate
    1. Select the tax rate that you want to modify.
    2. Modify the abbreviation, description, state, county, city, and tax rate according to your needs.
    3. In the Tax Rate Applies To section, select what the tax rate is applied to.

      You can also define an up to amount and select whether the tax rate is cascading.

    4. Click Edit to save the changes.
    Delete a tax rate

    Note that you cannot delete tax rates that are used somewhere in Tekla PowerFab.

    1. Select the tax rate that you want to delete.
    2. Click Delete.
    3. To permanently delete tax rate, click Yes.
  3. Do either of the following:
    • To close the dialog, click the Close button (X) in the upper-right corner.
    • To group the existing tax rates, click Tax Group Maintenance at the lower-right corner of the dialog box.
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