How to Add Tax Codes

From Common Info folder, double click Tax Code
1. If there are existing records, Search Tax Codes screen will open
2. If there is no existing record, the new Tax Codes screen will open
From Search Tax Codes screen click New toolbar button
Enter necessary details on the form
Click Save toolbar button

Label	Description
Tax Code	User gives tax code a name (ie. Indiana Sales Tax)
Description	User can describe the tax (optional)
Type	User can select from different tax types created in Tax Types screen. Type is needed to create templates from tax schedule.
Calculation Method	Either % of total or an amount per dollar
Rate	Enter either the percentage or the amount per dollar
Tax Agency	This is who the tax check will be written to when payment is issued. This tax will be tracked to the tax agency.
Address	User enters address of tax agency.
State	User can define the state associated with the tax. Needed to create templates from tax schedule.
County	User can define the county associated with the tax. Needed to create templates from tax schedule.
City	User can define the city associated with the tax. Needed to create templates from tax schedule.
Sales Tax Account	Select from accounts under Sales Tax Account category
Purch G/G Account	Select from accounts under Purchase Tax Account category
Taxable	Yes or No? If yes, this tax will be included in the total item amount for tax calculation on the whole invoice
Seperate on Invoice	Yes or No? If yes, tax will show as its own item. If no, tax will be included with the item total.

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