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.
-
Click the
Maintenance ribbon tab.
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On the menu, select
Tax
Rates.
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In the Tax
Rate Maintenance dialog box, do any of the following:
To |
Do this |
---|
Add a
new tax rate
|
-
Click
New.
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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.
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In the Description field, type a description for the tax
rate.
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Define the state, county, city, and tax
rate.
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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.
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To save the new tax rate, click Add.
|
Modify
a tax rate
|
-
Select the tax rate that you want to
modify.
-
Modify the abbreviation, description, state,
county, city, and tax rate according to your
needs.
-
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.
- Click
Edit to save the changes.
|
Delete
a tax rate
|
Note that you cannot delete tax rates that are used
somewhere in Tekla EPM.
- Select the tax rate that you want to
delete.
- Click Delete.
- To permanently delete tax rate, click Yes.
|
-
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.