Create, modify, or delete tax rates

Tekla PowerFab
2021
Tekla PowerFab Tekla PowerFab GO

Create, modify, or delete tax rates

Use the Tax Rates dialog box to define all individual taxes used in your projects. 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. If necessary, you can group the associated tax rates into tax groups. In addition to adding tax rates, you can modify and delete existing tax rates.

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Tax Rates.
  3. In the Tax Rate Maintenance dialog box, 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.

      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 EPM.

    1. Select the tax rate that you want to delete.
    2. Click Delete.
    3. To permanently delete tax rate, click Yes.
  4. When you are finished, do either of the following according to your needs:
    • To close the dialog box, 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.
役に立ちましたか?
前へ
次へ