Setting up sales taxes

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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.

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