Client Tax Type and Employee Staffing Tax Type

Individual Client Tax Type Mapping:

Navigate to Client-choose any particular client-top right corner you can see edit button click on that-Under client details scroll down-Choose tax type-save.

Refer below image for reference.

Individual Employee Staffing Tax Type Mapping:

Navigate to Associate-Go to associate details by choosing one employee-Staffing Details-right side you can see edit button click on that-Associate staffing details dailogue box will appear-choose tax type from drop down-Save.

Refer below image for reference.

Bulk Import of Employee staffing Tax type:

Navigate to Associate-Top right corner click on import option-Choose Associate details import-Select Update consultant details-Download sample file-fill the details-From instructions sheet select Staffing Tax-in consultant details update sheet paste the Staffing Tax header under that fill the tax type of employee-Import the details under update consultant details-validate-import.

Bulk Import of Client Tax type: 

Navigate to Client-right cornet click on import option-Choose Import Client Details-Download the sample excel file-Fill the details-under drop a file choose the filled details-Import.

Cross verify for one or two clients. Refer below image for your reference.

Note: Under client if you map the tax type it will automatically connect to the employees under that client.