Support : User Guide
Reference Data : Tax

To setup a new tax go to Reference Data and then to the Tax tab.

In CoreTRM, tax and tax rates can be setup. When a tax type is setup, tax type can be selected in Operations -> Transactions. This information will then be updated in settlement automatically.

Setup New Tax

Reference Data Tax

To set up a new Tax:

  1. Click on New Button to create a new line.
  2. In Tax Type Name, enter the name of the tax.
  3. In Tax Rate, enter the rate applicable for the tax type.
  4. Click Save Button to confirm creation.
  5. To edit tax details after creation, Click Edit Button to edit.

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