Sales Tax

For companies that charge sales tax to their customers, you will need to setup the Sales Tax tables and tax rates to be able to perform the tax calculations on invoices and credit memos. For companies that do not charge sales tax to their custo...

To delete a Sales Tax record, from the main menu, arrive at the Sales Tax setup with this path: Setup > Accounting > Sales Tax. The Sales Tax list will be displayed.  Locate the Sales Tax record you want to delete, and then click on the Delete ...

Users may edit a Sales Tax record and change any of the current settings.  Any changes made to tax rates will only affect future transactions.   To edit a Sales Tax record, from the main menu, arrive at the Sales Tax setup with this path: Setup > A...

When your company receives notification that a new tax rate will go into effect as of certain date, you will add a new Tax Rate record with a start date provided to you by the taxing jurisdiction.  Follow the instructions below. From the main menu,...

Three setup methods will be described in this article. Entire state has the same tax rate Multiple Taxing Jurisdictions – setup one Sales Tax Record Multiple Taxing Jurisdictions – setup multiple Sales Tax Records Entire State Same Tax Rat...

Tax agencies as vendors adds visibility and tracking. On the Sales Tax page (Setup > Accounting > Sales Tax), there is a new column in the grid called Tax Agency. When adding a sales tax, there is a new field called Tax Agency. Click this f...