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  1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
  2. Enter Tax Rates in the Start Search text box and click the Tax Rates (Performance Center) link.
    You see the Performance Center with the Tax Rates workspace. This window displays all tax rates associated with the selected country and region.
  3. If you want to view tax rates for a different country and/or region, select the Country field and Region field, and change the corresponding value.
    By default, Country has a value of All Countries and Region has a value of All Regions.
  4. Click the New link to add a new tax rate.
    The Add New Rate dialog box appears. See the following figure.
    Add New Rate Dialog BoxImage Modified


The following table describes the fields on this dialog box.

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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.
    Entity Tax Rate Dialog BoxImage Modified
  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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