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:
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From the Command Center, click Profitability Data > Tax Rates.
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In the Year field, do one of the following:
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Type a new year in the field
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Click the calendar icon and select a new year
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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:
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From the Command Center, click Profitability Data > Tax Rates.
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Verify that the correct year is entered in the Year field.
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Enter new rates in the M1—M12 fields, as needed.
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Click Save.