Managing tax rates

The Tax Rates page within the Command Center's Profitability Data section provides a central location to input effective tax rate assumptions by year/month and have that rate applied across customer account profitability, organizational profitability, and RPPS.

When you enter the Tax Rates page for the first time, tax rates for the system-defined year are displayed:

Editing tax rates

You can update tax rates by selecting a different effective year, or you can update tax rates manually.

Changing the effective year

To change the effective year:

1. From the Command Center, click Profitability Data > Tax Rates.

2. In the Year field, do one of the following:

   • Type a new year in the field

   • Click the calendar icon and select a new year

3. Click Save.

Editing individual tax rates

You can also update specific months for the tax year you have specified in the Year field.

NOTE: Tax rates are entered as whole numbers between 0 and 100 and are rounded to two decimal points. For example, 10.222 equals 10.22%.

To change the effective year:

1. From the Command Center, click Profitability Data > Tax Rates.

2. Verify that the correct year is entered in the Year field.

3. Enter new rates in the M1—M12 fields, as needed.

   

4. Click Save.