For non-integrated companies, click on the company that you want to work on. Click on manage lists on the left of the screen.

Then choose the tax codes or categories tab from the top.

Simply click Add a Category/Code to add to the relevant list.

To upload a list of categories see here or to use AutoEntry's default lists see here.

Please note, if your company is integrated with an accounts package, any new tax or category codes must be added in your accounts package. You must then resync your data for these changes to be reflected.

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