Oojeema Pro Tax Job Aids

Tax | Chart of Account | 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 Tax that needs to view its details, click the drop down arrow then choose View
   
   
   
4. The user has an option to Edit the details or Exit then Tax Record
   
   
   

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 Tax
   
3. Under Tax Menu, Click Options then Click Export Tax
   
   
   Notes:
   • User has an option to change the display and change the account type for precise exporting of records

Customer Record View

Customer View Record

Customer Import Menu

Customer Import Menu