Use the Sales Tax Setup submodule to insert special tax codes.
To use the Sales Tax Setup submodule, you must have access to
Settings as defined in the User Access Rights submodule under
Settings.
To insert special tax codes:
-
On the main toolbar, click
Settings
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the tax records that you want to modify.
-
In the left pane of the Settings screen, click
.
-
On the Sales tax setup toolbar, select
Show county/special tax setup and
Hide inactive tax codes check boxes.
WorkBook displays the Sales Tax Setup subgrid.
-
On the Sales tax setup grid, select a state for which you want to insert a special tax code.
-
On the subgrid, click the Special tax setup tab.
-
On the Sales Tax Setup subgrid toolbar, click
Add
.
-
In the Insert Special tax code dialog box, specify values for the following:
-
Click
OK.
WorkBook adds the new entry to the grid. By default, the new special tax code is tagged as active. You can clear the check box under the
Active column to deactivate it.
-
To specify a
Report to jurisdiction value, double-click the cell under the
Report to jurisdiction column and select an option.
-
To specify a
Special tax account debit value, double-click the cell under the
City tax account debit column and select an option.
-
To specify a
Special tax account credit value, double-click the cell under the
City tax account credit column and select an option.
-
To activate the
Total tax option, select the check box under the
Total tax column.
-
To activate the
Tax on tax option, select the check box under the
Tax on tax column.