Set Up Sales Tax for Billing

You use several screens to set up sales tax for billing.

To set up sales tax for billing:

  1. On the Manage Sales or Value Added Taxes screen, establish the sales tax code. Enter the tax account and tax rate.
  2. On the Manage Taxable Sales Accounts screen, set up the taxable sales accounts (accounts to which sales tax is applied).  
  3. On the Manage Project Sales Tax Setups screen, link the sales tax code to the appropriate projects.

    After you initialize these screens, sales tax is computed on the appropriate project/account combinations when you compute the invoice.