Creating Tax Codes
A tax code is a grouping of tax authorities. Tax codes are assigned to customers, and tell e-automate how to charge any taxes owed on transactions with that customer. Before you can assign a tax code to a customer, you must assign tax authorities to that tax code.
For example, if your business is based in Los Angeles County, California, and you are selling widgets to customers who live in that same county, you will need to charge state sales tax on those widgets as well as county tax. To do that automatically for every transaction with every customer in that county, you would simply need to create one tax authority for the state of California and one tax authority for Los Angeles County. You would then create a tax code that combines the two tax authorities and assign it to those customers.
Getting to the TransactionGetting to the Transaction
From the Tools menu, select Lists and Codes to open the Lists and Codes window.
In the Select a list or code type field, use the drop-down menu to select Tax Codes.
Click [New] to open the New Tax Code window.
Basic InformationBasic Information
In the Tax Code field, enter the name of the new tax code.
In the Description field, enter a brief description of the new tax code.
In the State field, enter the abbreviation for the state or province for which you are creating this tax code.
In the County field, enter the name of the county for which you are creating this tax code.
In the City field, enter the name of the city for which you are creating this tax code.
In the Tax authority field, use the lookup to select the tax authority to be included as part or all of this tax code.
Click [QuickAdd] to add the tax authority to the Tax authorities region.
Repeat steps 6 and 7 for each additional tax authority to be included in this tax code.
Completing the TransactionCompleting the Transaction
Click [OK] to save the tax code. For more information on creating tax codes, see Additional Info - Tax Exempt Customers.
Non-supported ReleaseNon-supported Release
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