Create tax codes to be added in an invoice

Create tax codes to define tax rates and jurisdictions for invoice processing.

Before you begin

Role required: Tax manager

Procedure

1. Navigate to All > Finance Common > Tax codes.
   
2. Select New.
3. On the form, fill in the fields.

   Table 1. Tax Code form

   Field	Description
   Invoice Case
   Tax code ID	Unique tax code generated from the ERP source.
   Name	Name of the tax code.
   Description	The details of the tax code used in transactions or financial activities.
   Country	The country for which the tax code is applied to.
   State	The state for which the tax code is applied to.
   Active	Option to make the tax code available.
   ERP source	The ERP source from which the tax code is generated.

4. Select Save.

Result

The tax code details are added.