Search for a Sales Tax Record

Use Sales Tax Follow-Up in the Tax submodule in the Settings module to search for a sales tax record.

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

To search for a sales tax record:

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 sales tax record for which you are looking.
3. In the left pane of the Settings page, click Tax > Sales Tax Follow-Up.
4. On the grid toolbar, use the Search field to enter a keyword that is associated with the record for which you are looking.