B/I Tax Category Maintenance
This option is used to initially enter tax categories into the TAX CATEGORY MASTER file, add new tax categories, or make changes as necessary to Tax Category Master information currently existing in the file. The Tax Category Master file is used to classify products by tax categories so that the system can generate a Sales Tax By Category Report.
After selecting this option from the menu, the computer will display the Tax Category Maintenance screen as follows:
A) To add a new Tax Category to the file, enter the unique Tax Category that you are assigning to this tax category and press [TAB].
B) To view or change an existing Tax Category's information, enter the Tax Category of the tax category whose record you wish to change. If you wish to FIND the information, click on the Find icon on the Toolbar, pick the Find option from the Edit Menu, or press [Ctrl][F]. Upon entering a tax category, the computer will display the master information stored for this tax category. Make changes in the same manner you entered the data.
Enter the Remaining information on this screen as follows:
Enter the Description for this tax category.
The Last Update field indicates the last time master information for this tax category was changed. The software will maintain this date.
Review the data you have entered (or changed) on the screens. If you wish to SAVE the information, click on the Save icon on the Toolbar, pick the Save option from the File Menu, or press [Ctrl][S]. If you do NOT wish to save the information, click on the Cancel icon on the toolbar, pick the Cancel option from the File Menu, or press [Ctrl][L].
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