Preferences – Sales Tax

By |2021-08-27T11:04:15-05:00March 23rd, 2018|Comments Off on Preferences – Sales Tax
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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 the transaction is received rather than the accrual sales tax (transaction date).
  • Pay Sales Tax Default Bank – Select the default bank account to populate on the Pay Sales Tax form when paying sales tax liabilities.
  • Only Show Sales Tax Groups in Selections – When this preference is enabled, only the sales tax groups will be available in the following tax item drop downs:
    • Customer:Jobs Company Preferences
    • Customer:Jobs Tax Info Tab
    • Estimate/Sale/Invoice/Credit Forms

Related Topics

Preferences – Overview

Tips – Accrual Versus Cash Basis Accounting

Tips – Accounting Methods

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.


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