Taxes and Commissions

Creating and Managing Taxes and Commissions: A Step-by-Step Guide

This guide provides a comprehensive walkthrough of the process for creating and managing taxes and commissions within the system. Each step includes a screenshot to aid in navigation and understanding. Follow these instructions carefully to ensure accurate completion of each task.

Start url: http://localhost/vanguard-genova/cia/admin

Tab Name: List Menu Items - GENOVA INSURANCE

Click on the link "List Taxes/Commission" button to show all available Taxes and Commissions within the system.

Click on the button "Action" to see the actions that can be performed to the existing commission or tax.

Click on the "Manage" link to manage the specific Tax/Commission within the system

Tab Name: Add Tax/Commission - GENOVA INSURANCE

You will be navigated to the from that populates the details for the existing Tax/Commission. The first Input field is the for the Code.

Users can select the User category from the dropdown.

Enter the Tax Charge/Commission Name within the field provided.

Enter the Withholding Tax Account within the provided field or select it from the dropdown

Select the Type within the dropdown provided.

Select the Class of Business from the dropdown list provided.

Click on the Classification from the Dropdown list as well.

Set the Gain (Yes/No) from the dropdown.

Set the Default (Yes/No) from the dropdown.

Set the Default Rate for the Commission/Tax

Select the Business Type Application from the available dropdown list.

Set the Dates the its made effective From and To

Click on Save to save the changes made to the Commission/Tax

To add a new Tax/Commission. Click on the link "Add Tax/Commission" link from the dropdown list.

You will be presented with the same form as the Edit Tax/Charge form to create a new item.