Create a tax profile and applicability rule

Steps

1. Open Tax Studio, enter a profile Code and Name, optional channel, effective dates and the intended default-profile setting.

2. Choose Create Profile and confirm the profile exists.

3. In the rule form select the saved tax profile and tax definition, then the applicable item type and channel where required.

4. Set priority, effective dates and whether processing should stop after the rule, then choose Create Rule.

5. Create a sample bill in Billing Desk and inspect its tax lines before using the configuration operationally. If editing an existing permitted setup, use Update Profile or Update Rule and recheck the outcome.