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Screenshot: Taxes Profiles section
| Column Name | Description | |
|---|---|---|
| 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 taxes profile | |
Functional buttons/icons, presented in the section, are as follows:
| Button/Icon | Description | |||
|---|---|---|---|---|
| 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 | |||
Advanced Search
In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a bluedownwards arrow icon, a drop-down menu with the following structure is displayed:
Screenshot: Advanced Search drop-down menu
| Field | Description | ||
|---|---|---|---|
Profile Owner | Select from the list of all Resellers, Sub-resellers and Managers registered in the system | ||
Status | Select a status of a taxes profile:
| ||
To apply the specified search criteria, click the Search button; to cancel the applied parameters, click the Reset button.
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Screenshot: New Taxes Profile window
| Field | Description | ||
|---|---|---|---|
| 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 taxes profile | ||
Tax Values Management
To manage a tax value, you need to click 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 or edit already existing values. The structure of a pop-up window is as follows:
Screenshot: Tax Values Management
| Field | Description | ||
|---|---|---|---|
Name | Name of the tax value added to this profile | ||
| Value | Specify a tax value in % | ||
| Effective from | Start date of a corresponding tax value | ||
| Tag | Specify tag(s) you would like to be applied to a corresponding tax value. If no tags are added, | ||
| you can leave the field blank | |||
Priority | Specify the priority of tax value usage | ||
While operating with tax values, you can apply Advance Search to find the value you might be interested in. To do so, click on a red downwards arrow icon in the top right corner of the pop-up window and set the Status and Status Date fields:
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