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Screenshot: New Taxes Profile window (Compliance)

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FieldDescription
NameName of a taxes profile

Profile Owner

Select from the list of all Resellers, Sub-resellers and Managers registered in the system

Type

Select the tax profile type from a drop-down list:

  • Customer
  • SureTax
  • Compliance
Invoice NotesIf specified, this information will be displayed in issued invoices
NotesAdditional information regarding a taxes profile
Sort OrderOrder of the entity in the list
Client Access CodeUsed when issuing invoices for clients with selected Compliance profile
Exemption CodesList Tax Exemption Codes to not calculate them within this profile

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