Sales Tax Items

Admin > Finance > Sales Tax Items

The Sales Tax Items page maintains a list of standard sales tax items. You can also group tax rates together using group tax items.

Creating Sales Tax Items

1. Select the Admin > Finance > Sales Tax Items page.
2. Click New.
3. Enter the following fields.
   • Name
   • Tax Rate - Enter a percentage.
   • Tax Agency - A CRM account classified as a vendor.
   • Tax Group - Accept default No.
   • Description
4. Click Save.

Creating Group Tax Items

1. Select the Admin > Finance > Sales Tax Items page.
2. Click New.
3. Enter the following in the Sales Tax Item Info tab.
   • Name
   • Tax Group - Yes.
   • Description
4. Enter the following in the Group Tax Items tab.
   • Click Add.
   • Select one or more sales tax items.
   • Click OK.
5. Click Save.