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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From the main menu, click Customers | Sales Tax | Sales Tax List.
Usage
Perhaps the easiest way of using the commands available in the list is via the right click menu.
- To create a new sales tax item, right-click anywhere in the list and choose New Sales Tax Item from the pop-up menu.
- To create a new sales tax group, right-click anywhere in the list and choose New Sales Tax Group from the pop-up menu. Note: Items must setup before groups.
- To edit an item, right-click on it and choose Edit Item from the pop-up menu.
- To delete an item, right-click on it and choose Delete Item from the pop-up menu.
- To inactivate an item, right-click on it and choose Make Item Inactive from the pop-up menu.
- To open the history of an item, right-click on it and choose History from the pop-up menu. It’s History form will open. This form displays credit, check, and discount information for review.
- To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
- To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences | Show Columns from the pop-up menu.