Tax Setup

Pathway: Setup > Accounting > Tax 


Tax Setup identifies the taxes (City, State, Franchise, etc) that are applicable to accounts. Taxes added here are not individually assigned to accounts/sites and must be added to a Tax Region for application.


Permission

The following permission is required to view and edit in the Tax Setup screen:

Tax Setup Field Descriptions

Add Tax 

Create  a New Tax

Follow the simple process outlined here to create a new tax. Once created, the tax must be added to a tax region to be applied.


Add Tax to a Tax Region

Pathway: Setup > Accounting > Tax Region 

This required next step is critical for taxes to be included when an account/site is billed. Detailed information including setup can be reviewed here: Tax Region Setup


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Tax Region Setup