Page Comparison

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The information in this panel reflects the currently selected transaction. From here you can view and modify transaction details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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1. Under the Transactions heading on the left click on the sliders icon

2. In the Add Transaction panel on the right specify the Date and Posting Date the tax adjustment is applicable to

3. In the Service field begin typing the service that the tax adjustment is for and then select that service

4. If desired, specify the Period Start and Period End that the tax adjustment applies to

5. Supply a Detail to indicate what the tax adjustment is for

6. Under the Tax Adjustments tab click the icon next to the tab name

7. In the Add Tax Rate Adjustment modal type in the name of the Tax Rate and then select it. The Rate field will auto-populate with the tax rate once this is done

8. In the Amount field specify the amount of the tax adjustment

9. Click the Add button

10. To add additional tax adjustments to the same transaction simply click the icon next to the tab name again

11. In the Add Transaction panel click Save

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