Create Tax Methods

To create a tax method

  1. Select Define Matrix from the Finance menu.

    The Define Matrix: Cost Plus Codes page appears.

  2. Click the Taxes tab.

    The Define Matrix: Tax Authorities page appears.

  3. Click the Methods subtab on the page toolbar.

    The Define Matrix: Tax Methods page appears.

  4. Click New.

    The Define Matrix: Tax Methods page appears.

  5. Complete the following fields:
    Tax method

    Defines the unique identifier for the tax method.

    Limits: 4 characters

    Description

    Defines the detailed description for the code.

    Limits: 40 characters

    Active

    Indicates if the tax method is enabled.

  6. Click Submit.