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Sales & Use Tax

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Preferences – Sales Tax

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 Code

Understanding and Using Sales Tax Codes 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.  They are also used to organize your sales tax liability. When printing certain reports, you can see your tax liability by sales

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Sales Tax Code List

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 List

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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