Sales Tax Item List

By |2021-07-22T14:28:44-05:00March 22nd, 2018|Comments Off on 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

  • 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.

Related Content

Sales Tax Items
Sales Tax Item Groups
Sales Tax Codes
Sales Tax – Pay Liability
Sales Tax – Liability Adjustment
Tips – Accounting Methods

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