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UI Tax Policy

Use this screen to control the display of tax values on bills in patron accounts.

To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Billing, and then select the UI Tax Policy link.

Use this screen to control the display of tax values on bills in patron accounts.

  • The system calculates tax so it is included in the total amount.
  • You must select auto calculate tax on the Bill Reasons screen for tax to be included in bills.
  • Enter the tax rate for your institution on the Currency and Locale screen in the WorldCat registry module.

UI Tax Policy fields

  • UI Tax Policy: Select to show tax in the Bills tab in the patron account.
    • Show Everywhere: Tax amount appears in a popup window when you put the cursor over the bill amount. The bill amount is underlined.
    • Show Nowhere: Popup window does not display. The bill amount is not underlined.

 

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