90 lines
5.1 KiB
HTML
90 lines
5.1 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Receipts">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Apply Tax to Sales</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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span.hcp2 { font-weight:bold; }
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font.hcp3 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Apply Tax to Sales</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/sales_tax/basic222.htm">Sales Tax Overview</a> <span class="hcp1">|</span> <a href="../qbpos_help_and_support/help_taxfaq.htm">Sales Tax FAQs</a> <span class="hcp1">|</span> <a href="../qbpos_company_preferences/sysprefs08.htm">Configure Sales Tax</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">If you are configured to collect sales tax, the tax is automatically calculated and applied to each sale:</p>
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<ul>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted">The sales tax <a href="../qbpos_basic_procedures/sales_tax/basic_tax_locations.htm">locations</a> and sales tax <a href="../qbpos_basic_procedures/sales_tax/basic_tax_codes.htm">codes</a> you have set up in company preferences</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted">How your tax codes are <a href="../qbpos_inventory/inven_tax_codes.htm">assigned to inventory items</a></p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted">(Basic) Whether or not the <a href="../qbpos_customers/customers_tax.htm">customer</a> 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</p>
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</li>
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<li class="p-Help-Bulleted">
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<p class="Help-Bulleted">(Pro) If you have multiple stores, the default tax location selected at each store</p>
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</li>
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</ul>
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<p class="Help-Text">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.</p>
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<p class="Help-Info-Line">To change the tax code of an item being sold:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps"><a href="../qbpos_basic_procedures/basic303.htm">List</a> the item on the document.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Highlight the item and then click <span class="hcp2">E</span><font class="hcp3">dit</font><font><span style="font-style: normal; font-weight: normal;">.</span></font></p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the Item Properties dialog, select a new tax code from the drop-down list in the <font class="hcp3">Tax Code</font> field.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click <font class="hcp3">OK</font>.</p>
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</li>
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</ol>
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<p class="Help-Indent">The item tax amount and the receipt total are recalculated.</p>
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<p class="Help-Info-Line">To change the tax location for the entire sale:</p>
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<ol style="list-style: decimal;">
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<li class="p-Help-Text">
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<p class="Help-Text" style="margin-left: 0px;">With the  receipt displayed, select <span class="hcp2">Change</span> <font class="hcp3">Tax Location</font> from the I Want To menu.</p>
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</li>
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</ol>
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<p class="Help-Indent">The Change Tax Location window is displayed.</p>
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<ol start="2">
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<li class="p-Help-Text">
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<p class="Help-Text" style="margin-left: 0px;">Select a new tax location.</p>
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</li>
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<li class="p-Help-Text">
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<p class="Help-Text" style="margin-left: 0px;">Choose <span class="hcp2">S</span><font class="hcp3">elect</font> to close the window.</p>
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</li>
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</ol>
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<p class="Help-Text">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.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Note" style="font-style: normal;"><span class="hcp2">Pro Note</span>: The same procedures apply to customer orders. You can also change the tax code directly in the item list on Customer Orders, if the <span class="hcp2">Tax Code</span> column <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm" style="font-style: normal;">is displayed</a>.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_company_preferences/sysprefs08.htm">How do I change the default tax location used for all sales at my store?</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/sales_tax/basic_tax_shipping.htm">How do I collect tax on shipping amounts?</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/sales_tax/basic_tax_pricethresholds.htm">How do I collect tax only when an items unit price exceeds a set threshold?</a></p>
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</body>
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</html>
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