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Column Name | Description | |
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ID | Taxes profile's identification number | |
Name | Name of a taxes profile | |
Profile Owner | List of resellers corresponding taxes profile was assigned to | |
Notes | Additional information regarding a text taxes profile |
Functional buttons/icons, presented in the section, are as follows:
Button/Icon | Description | |||
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Allows to create a new taxes profile | ||||
Allows to manage an existing taxes profile on a list | ||||
Allows to delete a taxes profile from the system. Requires confirmation | ||||
Allows to manage a list of tax values of a particular profile | ||||
Opens Advanced Search drop-down menu |
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In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a blue downwards arrow icon, a drop-down menu with the following structure is displayed:
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To apply the specified search criteria, press click the Search button; to cancel the applied parameters, press click the Reset button.
Creating a New Taxes Profile
To create a new profile, you need to:
- Click on the New Taxes Profile button
- Fill in mandatory fields (specified in the table below)
- Press Click the OK button
Screenshot: New Taxes Profile window
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Field | Description | ||
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Name | Name of a taxes profile | ||
Profile Owner | Select from the list of all Resellers, Sub-resellers and Managers registered in the system | ||
Invoice Notes | If specified, this information will be displayed in issued invoices | ||
Notes | Additional information regarding a text taxes profile |
Tax Values Management
To manage a tax value, you need to click on the icon to the left of a corresponding profile name on the list. In the pop-up window, you can add a new rule by clicking Add Tax Value button or or edit already existing values. Structure The structure of a pop-up window is as follows:
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Field | Description | ||
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Name | Name of the tax value added to this profile | ||
Value | Specify a tax value in % | ||
Effective Fromfrom | Start date of a corresponding tax value | ||
Tag | Specify tag(s) you would like to be applied to a corresponding tax value. If not no tags are added, "@" must be inserted | ||
Priority | Specify the priority of tax value usage |
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While operating with tax values, you can apply Advance Search to find the value you might be interested in. To do so, click on red on a red downwards arrow icon in the top right corner of the pop-up window and set the Status and Status Date fields:
- Status:
- current on - if chosen, all tax values, with the latest Effective Fromfrom field value, will be displayed
- old for - if chosen, all tax values, whose Effective From from field value is older in comparison to its current one, will be displayed
- future for - if chosen, all tax values, whose Effective From from field value > Date field value, will be be displayed
- all - if chosen, all tax values will be displayed
- Date - set the time and date that will be applied for the search.
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Panel | ||||||||
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Warning You cannot delete or archive a tax profile that is currently assigned to the Client, Call shopShop, Reseller, or Calling cardCard |