Taxing authorities setup overview

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

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


Characters left:

Use the Taxing Authorities setup screen to set up various state and local sales and services taxes to be applied to your firm’s invoices. You may need to set up different taxes depending on where your firm or client does business, whether there are state and/or local sales taxes, and whether there are applicable service taxes.

Taxes that you set up here can be combined into tax areas that combine applicable taxing authorities for a specific area. Taxing authorities are a subcomponent of tax areas, and must be set up first.

To open the Taxing Authorities setup screen, choose Setup > Taxes > Taxing Authorities.

In this dialog, you can give each taxing authority a unique description, set tax rates, distinguish between sales and service tax, and assign the entry to a GL account.

See Setting up taxing authorities for more information on using this screen.

Note: You can add, edit, or delete taxing authorities on the fly by right-clicking in a related field elsewhere in the application and choosing the desired action from the shortcut menu.

Share This