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How-to: Making batch updates to tax schedules

Introduction

Tax schedules is a list of tax rates that can be used for sales and purchases. You can search for tax schedules at System > General > Countries > Tax schedule. On this screen, you can make batch updates to multiple tax schedules at the same time when you click Batch updates.

Note: This is not available for Dutch legislation licenses.

Note: The Batch updates button is available only if you select the Use tax module check box under the VAT section at System > General > Settings > General ledger settings. For more information, see General ledger settings.

Making batch updates

After filtering for the relevant tax schedules, you can make batch updates to them. When you click Batch updates, the tax schedule maintenance screen will pop up. This is the same screen where you create and maintain tax schedules. However, the criteria section will show the selected filtering criteria and no changes are allowed. For more information about this pop up, see Creating and maintaining tax schedules.

After clicking Batch updates, you can assign a tax code for the selected tax schedules.

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 32.300.380
 Assortment:  Date: 03-01-2025
 Release:  Attachment:
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