Apply Tax to Sales

Sales Tax Overview | Sales Tax FAQs | Configure Sales Tax

If you are configured to collect sales tax, the tax is automatically calculated and applied to each sale:

- The sales tax locations and sales tax codes you have set up in company preferences

- How your tax codes are assigned to inventory items

- (Basic) Whether or not the customer has been assigned to a sales tax location or flagged as tax-exempt, in which case you are prompted to collect (or not collect) tax appropriately

- (Pro) If you have multiple stores, the default tax location selected at each store

If necessary, the tax code assigned to an item or the tax location applied to the entire sale can be manually changed on a sales receipt before saving.

To change the tax code of an item being sold:

1. List the item on the document.

2. Highlight the item and then click E dit.

3. On the Item Properties dialog, select a new tax code from the drop-down list in the Tax Code field.

4. Click OK.

The item tax amount and the receipt total are recalculated.

To change the tax location for the entire sale:

1. With the receipt displayed, select Change Tax Location from the I Want To menu.

The Change Tax Location window is displayed.

2. Select a new tax location.

3. Choose S elect to close the window.

This change can be made before or after items are added to the receipt. If items were previously added, the sales tax will be recomputed to reflect the new tax location.

Pro Note: The same procedures apply to customer orders. You can also change the tax code directly in the item list on Customer Orders, if the Tax Code column is displayed.

Related Topics

How do I change the default tax location used for all sales at my store?

How do I collect tax on shipping amounts?

How do I collect tax only when an items unit price exceeds a set threshold?