Tax Rate Summary

Role Level = User


Overview

The Tax Rates Summary screen displays a summary list of tax rates for the selected Geocode.

Rates for Geocode ... Section

Description

This section displays a summarized view of the tax rates for the selected Geocode. It displays one effective date. Click the or arrows to display the rates for the previous or next sequential Effective Date. Or, enter a date or click to select one to display the rates that are effective for that date.

Fields

Field

Definition

Effective Date

Enter a date to display the tax rates with an effective date as of the entered date.  Or, click to select a date from a calendar.

Buttons

Button/Icon

Function

Return to the previous screen.

Select this option to display only Sales Tax rates.

Select this option to display only Use Tax rates.

Select this option to display both Sales and Use Tax rates.

Click to display this Tax Rates Summary screen.

Note: Click the Summary button to return to displaying all tax rates after selecting either the Sales Tax or Use Tax radio buttons.

Click to display the Tax Rates Details screen.

Click to display the Tax Rates History screen.

Click to return to the List all Rates screen.

Click to display the Create new Location screen to create a new Location that maps to the selected Geocode.

Click to display a calendar to select a date.

Click to display the rates for the previous Effective Date.

Click to display the rates for the next Effective Date.