Navigating the System Parameter Maintenance

  1. From the Pathway UX home page, navigate to the accordion menu and select Tax > System Parameter Maintenance.
  2. Specify the required information in the Description, Rounding Method and Round Amount fields.
  3. To access the Tax Code Search Profile form:
    1. From the System Parameter Maintenance form, click the navigation bar and select Options > Tax Code.
    2. Specify the required information in the Tax Code and Description fields.
  4. To access the Tax Code Maintenance form:
    1. From the Tax Code Search Profile form, click the search icon.
    2. Specify the required information in the Tax Code and Description fields.
    3. Select Active to make the Tax Code available for selection.
    4. In Ledger Account Details, click the search icon and select the required information from the list for these fields:
      • Ledger
      • Accrual Account
      • Cash Account
      • Accrual Reversal Account
  5. To access the Tax Rate Maintenance form:
    1. From the Tax Code Maintenance form, click the menu icon.
    2. Specify the required information for the Effective Date, Tax Rate % and Description fields.