Enter a Tax Code for an Expense Record

In some cases, when you enter an expense you can use the Taxes dialog box to change information used to calculate the tax amount for the expense. If you need to change the tax code, you do that in the Tax Codes Lookup dialog box.

To select a tax code for an expense, complete the following steps:

1. In the TOTAL TAX AMOUNT column for the expense, click .
2. In the TAX CODE field on the Taxes dialog box, do either of the following:
   • Enter one or more characters from the tax code or tax code description to display a drop-down list of tax codes that contain those characters. Select the tax code you want from that list. If only one tax code matches your search text, it is entered automatically without displaying a list.
   • Click to display a list of all available tax codes in the Tax Codes Lookup dialog box, and continue with step 3.
3. If the tax code you want is not visible in the lookup dialog box, do one or more of the following to locate it:
   • Scroll the list until the tax code is visible.
   • In the search field above the grid, enter one or more characters from the tax code or tax code description to display only tax codes that contain those characters.
   • Click the column label for the TAX CODE column in the lookup dialog box to sort the list in the reverse order. (A sort icon ( or ) displays next to the current sort column.) You can also click the column label for the DESCRIPTION column to sort based on that column.
4. When you locate the tax code that you want, click it to select it.
5. Click Select to enter the tax code in the TAX CODE field on the Taxes dialog box.
6. When you finish entering tax information on the Taxes dialog box, click Save to update the TOTAL TAX AMOUNT column on the expense row.