Adding a Tax Tier

The Tax Tier feature allows you to set up one or more tax tiers for each tax type. This feature may need to be enabled by your administrator before you can access it.

To add a tax tier

  1. Select Configure Profiles from the menu bar.
  2. Select the profile, and then select Edit from the mini-toolbar.
  3. Click on the Taxes link under Estimating > Rates.
  4. Select the checkbox next to Use Tiered Tax to enable the feature. The Tax Tiers pane displays.
  5. Select a tax type, and then select the Apply Tax checkbox.
  6. From the Tax Tiers pane, select Add Tax Tier from the toolbar, and then enter the tax tier values in the fields.
  7. Click OK.
  8. Repeat Steps 6 and 7 as needed.
  9. Select Save or Save and Close.

Overview

Rates

Screen Description

Add Tax Tier Screen

 

 

 

 

 

 

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