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Product Tax Codes

Product Tax Code is a label that is assigned to a product or product group and indicates the tax obligations and exemptions customers have when they purchase this product. These tax obligations are taken into account when a customer (user) submits an order.

The sections below provide guidance on managing product tax codes, using them to label products and bind products to dedicated tax rules.

Create a Product Tax Code

To create a new product tax code:

  1. Navigate to Taxes > Product Tax Codes in the main menu.

  2. Click Create Product Tax Codes.

    The following page is displayed:

    Create a product tax code
  3. Fill in Code and Description with information about the product tax code you are creating.

  4. Click Save and Close.

Manage Product Tax Codes

To view all product tax codes, navigate to Taxes > Product Tax Codes in the main menu.

The page of all product tax codes

Note

To handle a big volume of data, use the page switcher, increase View Per Page or use filters to narrow down the list to just the codes you need.

The following information about the product tax codes is available in the product tax codes list:

Name Description
CODE The unique identifier of the product tax code.
DESCRIPTION Detailed description of the product tax code.
CREATED AT Date when the product tax code was created.
UPDATED AT Date when the product tax code was updated last.

You can perform the following actions with every item in the product tax codes list:

  • View product tax code details — Click on the item to open its details page.

    Alternatively: Hover over the More Options menu to the right of the item and click to open its details page.

  • Edit product tax code details — Hover over the More Options menu to the right of the item and click to start editing its details.

  • Delete a product tax code: Hover over the More Options menu to the right of the item and click to remove the product tax code.

View Product Tax Code Details

To view product tax code details:

  1. Navigate to Taxes > Product Tax Codes in the main menu.

  2. Find the line with the necessary product tax code and click on it.

    The following information is available immediately:

    • Code
    • Description
    • List of products with this product tax code
    Product tax code details

You can perform the following actions with a product tax code:

  • View Change History — See the log of edits of this product tax code by clicking the Change History link to the top right of the page.

    The log of edits of this product tax code
  • View details of the product linked to this product tax code — Click on the line with the customer account details.

    Note

    You can edit the product details to remove the link to this product tax code, if necessary.

    The details of the product linked to this product tax code
  • Edit product tax code details — Click Edit to the top right of the page.

  • Delete a Product Tax Code — Click Delete to the top right of the page.

Edit Product Tax Code Details

To edit the product tax code value and description:

  1. Navigate to Taxes > Product Tax Codes in the main menu.

  2. Hover over the More Options menu to the right of the item and click to start editing its details.

    The following page is displayed:

    Edit the product tax code details
  3. Update the Code and Description with new information about the product tax code.

  4. Click Save and Close.

Browse maintained versions:3.11.6

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