Instructions to set up Taxes on a Category in RMS.

Overview

Applied taxes on a Category can be set up to calculate from the Charge Amount or a combination of the Charge Amount and a specified number of related taxes, or based on an associated Tax Amount.

Guide

In the side menu of RMS, go to Setup > Category/Area.

1. Select Edit on an existing Category.
   
    
2. Navigate to the Accounting tab.
3. Select an Available Tax.
4. Select Allocate to assign the Tax to the Category. 

5. Select the Method:

   • Use Amount
   • Use Amount + Previous Tax
   • Use Amount + All Previous Taxes
   • Based on Tax Amount From
   • Use Amount + Tax Amount From

   Repeat Steps 3 to 5 for each additional tax as required. 

6. Select the up or down arrow to set the Calculation Order. 
7. Select Save/Exit.