How to manage taxes in CPR Enroll?

Tax management is an essential aspect of running a CPR training business, ensuring compliance with regulations and accurate financial reporting. CPR Enroll simplifies the process of handling taxes, allowing users to set up and manage tax rates effortlessly. 

Here's how to manage taxes effectively within CPR Enroll:

1. Start by accessing the CPR Enroll Launchpad.
2. In the left-side menu pane, click on "Settings," located below "Reports."
3. Within the Settings menu, locate the "Billing Information" section. Click the arrow icon next to it to expand the menu options. Scroll down until you find the tab labeled "Taxes," positioned between "Generate Shortlinks" and "Shipping Charges." Click on the "Taxes" tab to access tax settings.

Upon accessing the Taxes tab, users can view the existing tax rates configured within CPR Enroll. This provides an overview of the current tax setup for reference.

To add a new tax rate, click the green "+Add New" button. This action opens a dialog box where users can input the necessary details:

• Name: Enter the name of the new tax rate.
• Tax Rate (%): Input the percentage value of the tax rate.
• Inclusive or Exclusive: Indicate whether the tax is inclusive or exclusive of the price.

Once the details are entered, click the "Create" button to add the new tax rate.

Users have the option to edit or delete existing tax rates as needed. To do so, click on the ellipsis (...) or three dots below the "Action" column next to the tax rate entry. From the dropdown menu, select either "Edit" to modify the tax rate details or "Delete" to remove the tax rate from the system.

By following these steps, users can effectively manage taxes within CPR Enroll, ensuring accurate tax calculations and compliance with regulatory requirements. Whether adding new tax rates, editing existing ones, or deleting outdated entries, CPR Enroll provides a user-friendly interface for streamlined tax management.