Knowledge Base

This guide aims to assist users in setting up tax codes within the Warehouse Management System (WMS). Tax codes play a crucial role in accurately charging and accounting for taxes associated with different transactions. Follow these steps to establish and configure tax codes in the system.

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Step by Step Guide

2. Initiating Tax Code Creation

   - Select the Plus symbol in the top left corner of the screen.

 

3. Entering Tax Code Details

   - A new screen will open where you can enter details for the tax code.

   - Fill in the required information, including:

• Tax Code Name -  Provide a unique code/name for the tax code.
  
• Tax Rate - Specify the applicable tax rate for this code.
  
• Tax Type -  Indicate whether it is a sales tax, VAT, or any other applicable tax type.
  

4. Save the Tax Code

   - Once you have entered the necessary information, select the "Save" button on the screen.

   - This will save the newly created tax code.

5. Confirmation:

   - Upon successful creation, the new tax code will be added to the system.

   - Confirm the addition of the tax code by clicking the refresh button. The code should display on the list of available tax codes.

6. Associating Tax Code with Nominal Code

   - Open the nominal code menu inside the accounts tab.

   - Select the appropriate tax code from the available options to add it. (the tax code you have created will be an option)

   - Select the "Save" button on the screen, this will confirm your changes.