Item Tax Rules

This option becomes handy when Tax is applicable to selected items only. This option allows the creation of Tax Rules on individual items. Go to main menu and click on the Rules dropdown menu, hover the mouse over Tax Rules and then click on Item Tax Rules. The Item Tax Rules table will appear as shown in the image below:-


Item Tax Rules

Adding New Item Tax Rule

On the toolbar of the Item Tax Rules table, press the New Button button and a dialog will appear as shown in the image below.


New Item Tax Rule

Type the Name of the Rule and select the Type from the dropdown list containing options as shown in the image below:-


Item Tax Rule Type

Next step is to enter the value for Percentage or Fixed as shown in the image below:-


Item Tax Rule Amount

Next step is to select the entity to which the tax will be applied from the dropdown list containing options as shown in the image below:-


item Tax Applies To

If the selected option in the previous step is Selected, then a dailog will appear as shown in the image below. Click on the item in the list of items on left hand side and then press the Move Right Button button. The tax will be applied on the items moved to the right side. If the item is required to be removed from tax list, then click on the item in the list of item on right side and press the Move Left Button button. When the list is finalized, then press the OK Button button.


Taxable Items Selection Dialog

Next step is to select the condition from the dropdown list containing options as shown in the image below:-


Item Tax Rule Condition

Next step is to enter the value relevant to the selected condition. If the value is left as zero, then the rule will always be applied.


Item Tax Condition Limit

Next step is to select the tax starting date and expiry date.


Item Tax Rule Expiry Date

When all relevant values have been entered or selected then press the Save Button button to save the rule.


Modifying Existing Item Tax Rule

Double click the Item Tax Rule or click on the Rule in Item Tax Rules table and then press the Modify Button button on the toolbar of Item Tax Rules table. A dialog will appear as shown in the image below. Save Button button. The only option is to mark an Item Tax Rule as Inactive. If any change in values is reuquired, then mark the rule as Inactive and create a new Item Tax Rule.


Modify Item Tax Rule