Adding Tax Classes

You must define tax classes for sales and purchases for each tax authority in Sage 300. You can define up to 10 tax classes for each of the following:

• Customers
• Sales items
• Vendors
• Purchase items

To add or edit tax classes:

1. Open More > Tax Services > Tax Classes.
2. Select a Tax Authority, Transaction Type, and Class Type.
3. In the Tax Class Description field, enter a name for the first class.

   Note: Your first class should be your standard taxable class.

4. Add the remaining necessary classes.
5. Click Save.
6. Repeat the same steps for the other class type for the table. For example, if you entered customer classes in the sales tax table, now enter item classes. If you do not do this, you cannot enter rates in the table.

Last published: 4/8/2016