Insert City Tax Codes

Use Sales Tax Setup in the Tax submodule in the Settings module to insert city tax codes.

To use Sales Tax Set-Up, you must have access to Settings as defined in User Access Rights under Settings.

To insert city tax codes:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the tax records into which you want to insert city tax codes.
3. In the left pane of the Settings page, click Tax > Sales Tax Setup.
4. On the Sales Tax Setup toolbar, select the Show County/Special Tax Setup and Hide Inactive Tax Codes check boxes.
   WorkBook displays the Sales Tax Setup subgrid.
5. In the Sales Tax Setup grid, select a state for which you want to insert a city tax code.
6. In the subgrid, click the City Tax Setup tab.
7. On the Sales Tax Setup subgrid toolbar, click Add .
8. In the Insert City Tax Code dialog box, specify values for the following:
   • Tax Code
   • Tax Name
   • County
9. Click OK.
   WorkBook adds the new entry to the grid. By default, the new city tax code is tagged as active. Deselect the check box in the Active column to deactivate it.
10. To specify a Report to Jurisdiction Value, double-click the cell in the Report to Jurisdiction column and select an option.
11. To specify a City Tax Account Debit value, double-click the cell in the City Tax Account Debit column and select an option.
12. To specify a City Tax Account Credit value, double-click the cell in the City Tax Account Credit column and select an option.