Oojeema Pro Tax Job Aids

Tax Job Aids

Managing Tax

Adding New Tax

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Tax
3. Under Tax Menu, Click Options then choose Add New Tax
4. Fill up the necessary fields
5. Click Save
   

Viewing Tax

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Tax
3. Under Tax Menu, Select the Item that needs to view its details, click the drop down arrow then choose View
   

Editing Tax

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Tax
3. Under Tax Menu, Select the Tax that needs to update its details, click the drop down arrow then choose Edit
4. Update the necessary fields
5. Click Save

Deleting Tax

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Tax
3. Under Tax Menu, Select the Tax that needs to be deleted, click the drop down arrow then choose Delete
4. Click Yes to Confirm the deletion process

Exporting Tax

Exporting Tax

1. On the Main Menu, click the Gear Icon then choose Maintenance
2. Under Maintenance Side Bar, Click Items
3. Under Items Menu, Click Options then Click Export Tax
   • User has an option to change the display and change the account type for precise exporting of records