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Are you ready?
In this tutorial we are going to learn how to configure and modify taxes that are to be applied to the Canadian merchants associated with a particular portfolio. When configured, the taxes are going to be charged to the amount of the fees collected from the merchants. Every tax has an effective date, which is assigned during the configuration process. The effective date cannot be changed after the tax charging has started.
We will use the following parameters as an example (these values are used for training purposes within this tutorial only):
New Tax Rate:
Modified Tax Rate:
US New York
Log in to the system using your Username and Password and switch to the Management => Portfolio Perspective.
Note: To learn how to log in and select perspectives, use the prerequisite tutorial
Logging in and navigating the application
dropdown and select an appropriate portfolio from the list.
button in the right top section of the screen.
menu item from the list.
button in the opened form.
US New York
Now, let's learn how to modify an existing tax.
Follow the steps 2 to 5.
button next to the tax that needs to be changed.
Congratulations, you are done!
You have learned how to configure and modify taxes and now you can do it by yourself.
Configuring customer fees
In this tutorial we are going to learn how to set up сustomer
Configuring annual fees
This tutorial will teach you how to configure an annual fee.
Configuring merchant charges
This tutorial will teach you how to configure merchant charges.
View all available tutorials
UniPay - Payment Gateway Software
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