When configuring a Tax category you will notice the following changes:

  1. When entering or searching you can quickly see to which client and organization the existing tax categories belong

  2. When creating a new category, you will be able to select if it is at the client or organization level

3. When adding a tax rate, it can also be selected if it is at the client or organization level.

The access level that you choose when creating a Tax category and the witch one you select when adding a Tax rate, will define the result that you will get

You can see an example in the following table:

4. You can also select the country when setting up a new tax in the Tax Rate option
This field will remain editable just in case that you need to change it.

Note: In Tax Category, you can only select those taxes configured with the corresponding country when adding a tax.

We are passionate about improving your Cirrus experience. We appreciate you sharing this information with your team and ask us for help if they need it.

Date: August 16, 2021

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