Manage County Tax Codes

Use Sales Tax Setup in the Tax submodule in the Settings module to manage county tax codes.

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

To manage county 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 that you want to manage.
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 manage a county tax code.
6. In the subgrid, click the County Tax Setup tab.
7. To specify a Report to Jurisdiction value, double-click the cell in the Report to Jurisdiction column and select an option.
8. To specify a County Tax Account Debit value, double-click the cell in the County Tax Account Debit column and select an option.
9. To specify a County Tax Account Credit value, double-click the cell in the County Tax Account Credit column and select an option.
10. To deactivate an entry, deselect the check box in the Active column.