Q: How to change the Tax Type for a Custom Package?

To add or change a tax type associated to a Custom Package: 

• Take the following steps:

  1. At the center level, click the Admin icon.

  2. Navigate to Organization > Centers.

  3. Select the desired center.

  4. Go to Tax Groups tab.

  5. Select checkboxes for tax groups, as required

  6. Click Save.
     You can now view the newly associated tax types in the drop-down list for Custom Packages under Center level > Admin > Organization > Centers > Center Name > Invoice and Receipts > Tax Types for Custom Packages.

To create Tax Groups (so that they appear on the Center level under Admin > Organization > Centers > Center Name > Settings > Tax Groups):

• Take the following steps:

  1. At the organization level, click the Admin icon.

  2. Navigate to Setup > Tax Groups.

  3. Click Add (As part of creating the Tax Group, ensure that you select the Active checkbox in the General tab and associate the required Centers in the Centers tab).