Sales Tax Setup


This section is where you will setup the tax amount for each type of item that you sell or a service you provide. At the bottom right there are three buttons for the following functions:

Edit Location:

Here you can add, edit or delete a tax location. The default location is Home and should not be edited. To add a new location, click in the code field. All location codes must be three letters only. To delete a code click the Delete button. When finished, click the Save/Exit button to close the window.

Edit Product Type:

Here you can add, edit or delete a type of product. To add a new product, click a blank code line and enter the new code, again using only three letters and a description. To delete a code click the Delete button. When finished, click the Save/Exit button to close the window.

Edit Customer Type:

Here you can add, edit or delete a type of customer. To add a new customer, click a blank code line and enter the new code, again using only three letters and a description. To delete a code click the Delete button. When finished, click the Save/Exit button to close the window.

To edit a tax entry, click the blue underline on the line you want to edit. This will open the Edit Tax Rate window. Here you will see the tax percentages, cutoff amounts and tax levels (if any). To change a tax amount, click in the tax percent field. At the bottom of the screen are there buttons for the following functions:

Delete Tax:

This is where you delete a tax line. Highlight the line to be deleted and then click the Delete button.

Add Tax:

Clicking the Add Tax button will add a second tax line. This is for split level tax amounts, adding a cutoff level or other tax needs. You have two types of additional tax lines, Additive and Absolute. Additive is a percentage tax for a different price range. For example, the first $4999.99 is taxed at 5%, but anything over that amount is taxed at 4% and they are added together to get a total tax amount for each line item on a sale. Absolute is the percentage tax for a set dollar amount. For example, the first $4999.99 is taxed at 5% and anything from $5000.00 to $9999.99 is 4% and anything over is taxed at 3%. Each line item is taxed at itís absolute amount, rather than the above additive amount for the total sales tax.

Click the Save/Exit button to leave this screen.