How To: Copying a Tax Code (02-18-12)

Overview

This tutorial describes how to copy an existing tax code to a new tax code.

Step-by-Step

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1. Highlight the tax code you would like to copy.

2. Click the ‘Copy’ button.

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3. In the ‘From TaxCode’ field, enter the existing tax code that you want to copy.

4. In the ‘To TaxCode’ field, enter the new tax code that you are setting up.

5. Click the ‘Copy’ button.

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6. If the tax code you are copying to already exists, the system asks if you want to ‘Delete Exist(ing) Records for Tax Code xxx’:
1. Click ‘Yes’ to replace the existing tax code entry.
2. Click ‘No’ to add a new tax code entry and retain the old one.

7. Click the ‘Copy’ button again and the new tax code appears in the table.