Tax Classes Screen

Learn more

Tax Authorities Screen

Tax Groups Screen

Tax Rates Screen

Open  Tax Services > Tax Setup > Tax Classes.

Select one of the following class types:

  • Customers. Select this class type if the transaction type is Sales.
  • Items. Select this class type if the transaction type is Purchases.

Select the code for a tax authority.

A description of the specified tax authority will appear in the Tax Authority Description field, if available.

Select a transaction type: Sales or Purchases.

To apply an exemption to a specific tax class and tax authority, enter Yes in this field by double-clicking the field.

The subledgers set the tax amount and the tax base to zero for exempt tax classes and tax authorities.

Overview

You use the Tax Classes screen to:

  • Add tax classes to the tax tables you set up for your tax authorities.
  • Change information for existing tax classes.
  • Delete tax classes you no longer need.