Step 2: Assign tax codes to customers and vendors

Sales > Managing Sales Tax > Step 2: Assign tax codes to customers and vendors

Step 2: Assign tax codes to customers and vendors

You can select a sales tax code per address for a customer or vendor by choosing the address to edit (eg. Address 1 through 5) and pick a sales tax code as well if freight should be taxable. Each address has its own default tax code which can be set.

1

Go to the Card File command center and select Card List. The Card List window appears.

2

Click on the arrow in front of the customer or vendor name. The Card Information window appears.

3

From the Profile tab on a customer or vendor card.

4

Click the Location Address drop down menu to choose the address you would like to set a tax code for.

5

Select the Tax Code from the Tax Code list and choose if Tax on Freight is applicable.

5

Choose other addresses to set a tax code for and once complete, click OK to close the window.

When an invoice is created for a customer or a purchase is created for the vendor the tax information entered in the card will automatically be assigned when the customer or vendor is entered.

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Step 3: What reports to run when its time to file your sales tax return

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Creating a card

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