Sales Tax Setup
Use Sales Tax Setup to manage the details of your tax configurations.
Each tax configuration includes records for the tax rates, tax rules, and tax exceptions that are used to calculate and report on the tax.
For example, for US Sales Tax define a tax for each state, county, and city.
Important: To access the Sales Tax Setup submodule, the tax method of your company should be either USA Sales Tax or Canadian Sales Tax.
You can validate the VAT/Sales Tax setup in .
The Sales Tax Setup submodule contains the following sub-tabs:
- City Tax Setup: create and define tax configurations of cities within a specific county
- County Tax Setup: create and define tax configurations of counties within a specific state
- Special Tax Setup: create and define special tax configurations for cities/counties within a specific state
The submodule also give you access to the finance side panel where you can add, edit, and delete tax rates, define exceptions, or preview tax calculations. It contains the following menus:
- Tax Rate
- Exceptions
- Preview – Tax Calculation for Sales / Expenses
To use the Sales Tax Setup submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.
You set up sales tax in .