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• New link to add a new tax rate for the specified country and region.
• Edit link to modify the selected tax rate.
• Delete link to delete the selected tax rate.
• Configure link to modify the code associated with the country and region.
• Print link to print the displayed tax rates.
• Export link to export the displayed tax rates to Excel in a tab- or comma-delimited file format.

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Create an Entity Tax Rate Field

You create an Entity Tax Rate field that determines whether to use the country or region tax rate, and identifies the tax field created in "Creating a Tax Type for Tax Rates."

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1. As you add a new field to the Performance Calculations Report Rule, expand the Custom folder, select the Entity Tax Rate folder, and click New.
   The Entity Tax Rate dialog box appears. See the following figure.
   
2. Name the field and enter the appropriate information in the first few fields.
3. Under Parameters, set the Process option to a value of either Entity Tax Rate Fetch (Country) or Entity Tax Rate Fetch (Regional), depending on whether you want to apply the tax rate at the country level or regional level.
   This process retrieves the most recent tax rate, based on tax rate effective date, that meets your criteria.
4. If you set the Process option to select the tax rate based on country, select a Country Field value that identifies the entity-level field that stores the entity's tax country.
   The system retrieves the most recent tax rate that corresponds to the entity's country and has a Region value of DEFAULT for the tax type specified in the tax field.
5. If you set the Process option to select the tax rate based on region, select a Country Field value and a Region Field value that identifies the entity-level fields that stores the entity's tax country and tax region.
   The system retrieves the most recent tax rate that corresponds to the entity's country/region combination for the tax type specified in the tax field.
6. In the Tax Field, select the Advanced tax field that identifies the type of tax rate to use and the location of the tax rate field.
   For more information, see Create a Tax Type for Tax Rates.

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Use Tax Rates in the Performance Calculation Report

After you set up tax fields to identify tax types and tax rate location, and Entity Tax Rate fields to identify the appropriate country or region tax rates to apply to entities, you can use those fields within the Performance Calculations report to display the most recent tax rate information that meets your criteria and/or calculate after tax returns.

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