Title
Tax Category
Tags
Report
Accounts
Taxes

Tax Category – DevSharp ERP Manual

 Tax Category

📘 Overview

The Tax Category Pages provide functionality to manage, search, create, and delete tax categories. A tax category groups entities treated as a single unit for tax purposes, ensuring efficient tax management and compliance.

🔧 Features

  1. Filter Options

    • Find by Name: Search for specific tax categories using their name.

  2. Tax Category Table: Displays the following details for each tax category:

    • Name: The name of the tax category (e.g., Tax, VAT).

    • Description: A brief explanation of the tax category.

📝 Step-by-Step Guides

A. Create Tax Category Page

  1. Input Fields

    • Name: Enter the name of the tax category (e.g., VAT, Tax).

    • Description: Add an optional description to provide context for the category.

  2. Actions

    • Save: Save the new tax category details into the system.

    • Backtolist: Navigate back to the Tax Category Page.

B. How to Filter Tax Categories

  1. Find by Name:

    • Enter the name of the tax category in the search field provided.

  2. Apply Filter:

    • Press the Search button to display matching results.

C. How to Delete Tax Categories

  1. Select Tax Categories:

    • Tick the checkboxes next to the tax categories you want to delete.

  2. Delete Selected:

    • Click on Delete Selected to remove the selected tax categories.

D. Navigating the Tax Category Table

  1. View Details:

    • Browse through the table to see the name and description of each tax category.

 Frequently Asked Questions

  1. Q: Can deleted tax categories be restored?
    A: No, deleted categories cannot be retrieved. Always double-check before confirming deletion.

 Troubleshooting and Support

  1. Problem: Unable to save the tax category.
    Solution: Ensure all mandatory fields, such as Name, are completed correctly.