Sales Tax Code

Sales tax codes are used to determine whether and item and/or a customer is taxable.    

To create an Sales Tax Code, click  Lists --> Profile Lists --> Sales Tax Code.

US Versions

If an item or customer is taxable (i.e. when 'Sales tax code is a taxable' is checked),  then All Orders will use the Item Sales Tax rate to determine the tax on quotes, sales orders and ship docs.   The customer's sales tax code takes overrides an item's sales tax code.   For example if an item is generally taxable but the customer is non-taxable, there will be no tax charged.

Enter a name, description and check whether the code is taxable or non-taxable then click Save, Save & Close or Save & New.

 

Non-US Versions

Sales tax codes are used tax on quotes, sales orders and ship docs.   At the time of writing, All Orders relies on QuickBooks to calculate sales taxes on item receipts.

Enter a short name and description.   

 

United Kingdom and Australia - Enter the VAT tax rate under 'Tax1 Rate'.   Check 'Is Tax1 Exempt' if the tax code is exempt.

Canada -

  1. Enter the GST tax rate under 'Tax1 Rate'.   Check 'Is Tax1 Exempt' if the tax code is exempt.

  2. Enter the PST/HST rate under 'Tax2 Rate'.   Check 'Is Tax2 Exempt' if the tax code is exempt.

  3. Check 'Is piggyback rate' if Tax2 is calculated on the sub-total including Tax1 amount.

 

Click Save, Save & Close or Save & New when finished.