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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