Setting up sales taxes

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Sales Taxes screen to add or edit sales taxes that are used by the firm for client fees or by the client for customer invoices.

To set up sales taxes, follow these steps.

  1. Choose Setup > Firm Information > Sales Taxes and click the Add button.
  2. In the Identification section, enter a unique description for the sales tax in the Description field.
  3. In the Rate field, enter the percentage amount for the tax.
  4. If this fee should apply to delivery or to discounts, mark the appropriate checkbox.
  5. Click Enter to save the new sales tax. The tax will then be available to select in the Sales Tax Information section of the Clients > Billing tab and in the Sales Tax Information section (for Sales tax types) of the Invoice Items screen.

Related topics

Billing and fees overview

Firm setup overview

Setting up invoice items

Accounts receivable setup workflow

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