Setting up sales taxes

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Use the Sales Taxes screen to add or edit sales taxes that are used 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 (for Sales tax types) of the Invoice Items screen.

Related topics

Setting up invoice items

Accounts receivable setup workflow

Share This