ZigaForm version 5.3.5

This section covers topics related to sales tax setup, usage, and troubleshooting.

Preferences – Sales Tax

By |2021-08-27T11:04:15-05:00March 23rd, 2018|

Introduction The Sales Tax preferences are where you configure defaults related to sales tax. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Use Cash Basis Sales Tax Tracking - When enabled, sales tax will track liabilities based on when payment for

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Sales Tax Liability Adjustment

By |2021-07-28T03:06:47-05:00March 22nd, 2018|

Introduction This help topic explains how to use the Sales Tax Liability Adjustment form. Usage Each time you sell something, Total Office Manager offers you the chance to add sales tax to the sale. When you do Total Office Manager, keeps track of the sales tax collected and who you owe the money to. This

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Pay Sales Tax Liability

By |2021-07-28T03:14:24-05:00March 22nd, 2018|

Introduction This help topic explains how to use the Pay Sales Tax Liability form. Usage Each time you sell something, Total Office Manager offers you the chance to add sales tax to the sale. When you do Total Office Manager, keeps track of the sales tax collected and who you owe the money to. This

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Sales Tax Code

By |2021-07-23T11:13:45-05:00March 22nd, 2018|

Introduction The Sales Tax Code form is used to create a tax code that will indicate whether or not to calculate sales tax for the tax item selected.  Tax Codes may be set at the customer and item level. Form Access From the menu option Customers | Sales Tax | Sales Tax Code List, right-click

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Sales Tax Code List

By |2021-07-28T15:18:57-05:00March 22nd, 2018|

Introduction The Sales Tax Code List is used to review, manage, and edit sales tax codes. A sales tax code simply answers the yes/no question of whether or not sales tax applies on a sale.  The simplest of sales tax code setups would perhaps only include two codes -- one for tax (TAX) and one

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Sales Tax Item Groups

By |2021-07-28T04:40:29-05:00March 22nd, 2018|

Introduction This help topic explains how to add, edit, delete, or inactivate Sales Tax Item Groups. Sales tax groups are two or more sales tax items grouped together. The Tax Item Group form deals with sales tax that you are collecting from customers, not paying to vendors . This sales tax is then passed on

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Sales Tax Items

By |2021-07-22T14:27:32-05:00March 22nd, 2018|

Introduction The Add Sales Tax Item form is used to setup the sales tax collected from customers (not paid to vendors). The sales tax you collect is later passed on to sales tax authorities using the Pay Sales Tax form.  Total Office Manager keeps track of the amount of sales tax withheld, when it’s due,

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Sales Tax Item List

By |2021-07-28T04:50:14-05:00March 22nd, 2018|

Introduction The Sales Tax Item List is used to manage sales tax items and sales tax groups.  Sales tax items are the simply the individual components which makeup a sales tax group.  For example, a state tax and a local tax are sales tax items which together may comprise a sales tax group. Form Access

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