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titleTerms
LabelDescription
Tax CodeUser gives tax Tax code a name (ie. Indiana Sales Tax)
DescriptionUser can describe A more detailed description of the tax (optional)
TypeUser can select from different tax types created in Tax Types screen. Type is needed to create templates from tax schedule.
Calculation MethodEither % of total or an amount per dollar
RateEnter either the percentage or the amount per dollar
Tax AgencyThis is who the tax check will be written to when payment is issued. This tax will be tracked to the tax agency.
AddressUser enters address of tax agency.
StateUser can define the state associated with the tax. Needed to create templates from tax schedule.
CountyCountryUser can define the county country associated with the tax. Needed to create templates from tax schedule.
CityUser can define the city associated with the tax. Needed to create templates from tax schedule.
Sales Tax AccountSelect from accounts under Sales Tax Account category
Purch G/G Purchase Tax AccountSelect from accounts under Purchase Tax Account category
TaxableYes or No ? field. If yes, this tax will be included in the total item amount for tax calculation on the whole invoice
Seperate on InvoiceYes or No ? field. If yes, tax will show as its own item. If no, tax will be included with the item total.