Sales Tax Setup

Sales tax is calculated per line item according to the tax rates/codes that apply to that line.  Each line is calculated separately and then those line item sales tax totals are added together for the total sales tax amount that is displayed on...

Sales tax reporting needs can vary significantly for companies depending on the number of taxing entities they report to or the number of different sales tax rate percentages their product line requires. This option offers more flexibility and detai...

If taxable products are being sold but some customers are tax exempt, the various tax exemption reasons are defined at Setup / A/R / Sales Tax Exemptions . These reasons are then used at the Invoicing screen to explain why sales tax is not being ...

A Sales Tax Override may be applied to a line item based on Customer Classification, Product Classification, and the State and Adjustment Codes that default based on the sales tax hierarchy. Each Override can optionally be set up with a user-defined...

The optional Tax Code Adjustments allow State, County, Municipal, etc. tax codes to be defined and to have them accessible at the invoicing screen as needed. Important: Once Tax Code Adjustment defaults are established at Accounting /  Set...

In some cases, sales tax is prepaid. An example of prepaid sales tax is propane sales. Follow these instructions to use prepay dollars on sales tax. Manually Cover Sales Tax With Prepay Dollars Fill out the Invoice screen with the items to be b...