Tax fields are information that the is filled out in the Meeting+ add-in. The tax fields are completely customizable and need to set up in correlation to the tax laws and policies of your organization.
**To set up tax fields your user needs to have the Owner role or Meeting+ Administrator role in the AskCody Manager**
Step 1: Create your custom tax fields
Go to Admin Center → Click Meeting+ and select Tax Fields → Click New and select the kind of tax field you want to create → Fill in the information according to the instructions and click Create
The difference between the four kinds of tax fields
1. The Checkbox
This kind of tax field is a single checkbox. It is mostly used for yes/no questions or rules.
2. The number field
This kind of tax field is a single-line input field that only accepts numbers. This is mostly for information like the number of internal/external attendees, an order number, etc.
3. The text field
This kind of tax field is a single-line input field that accepts all characters. This tax field can be set up to provide any kind of short tax information.
4. The Multi-line text
This kind of tax field is a multi-line input field that accepts all characters. This tax field is mostly used to provide larger amounts of tax information. This could be the agenda for the meeting or the subject.
Step 2: Attach the tax fields to a provider
Go to Admin Center → Click Meeting+ and select Delivery Provider → Select a provider → Add the tax fields at the bottom of the edit page and click Update