Adding Tax Authorities

Learn more

Adding Tax Classes

Adding Tax Groups

Deleting Tax Authorities

Entering Tax Rates

Tax Authorities Screen

For each tax authority to which you remit taxes, you create a record with details about the tax authority.

Add the general ledger accounts you will need for your tax data.

To add or edit a tax authority:

  1. Open  Tax Services > Tax Setup > Tax Authorities.
  2. In the Tax Authority field, specify an existing code, or enter a code of up to 12 characters.
  3. In the Tax Authority Description field, enter a description if it is a new authority.

  4. Specify details for the tax authority on the Profile tab. More...

    1. Select a tax reporting currency.
    2. Enter an amount in the Maximum Tax Allowable field.
    3. Enter an amount in the No Tax Charged Below field.
    4. Select a tax base.
    5. Select a report level.
    6. Select the Allow Tax in Price option, if required.
  5. On the Accounts tab, use the fields to specify accounts.
  6. Click Save.
  • You can print a list of the tax authorities you have added or edited. For more information, see Tax Authorities Report.
  • Add tax classes.
  • Enter tax rates.
  • Add tax groups.