Customer Concepts

Tax districts offer you a flexible method to handle special tax rates that do not apply to all your customers. You can set up taxing on the system in several different ways. Total tax can be entered in the Tax District window, or you can enter your state tax in the text-based (L0) Global Master Parameters screen and set up additional taxing in the Tax District database.

Note: The tax district assigned to a customer must correspond with its shipto address in Order Entry. If you make changes to this address in Order Entry, you must make the appropriate adjustments to the tax district.

 

Click on the topics below for more information about tax districts.

 

Tax District Considerations

Types of Districts

Tax District Warnings

Setting Up Tax Districts in the (L0) Screen

 

Setting up tax districts involves:

 

Adding a Tax District

Assigning a Tax District to a Customer

Setting Up Item Tax Districts

 

Return to:

Tax District Concepts

Adding a Single Tax District

Adding a Combined Tax District

Changing the Body of a Customer Report

About Taxing

Adding a Tax District

 

See also:

About Sales Tax

In the (L0) Screen

About Item Tax Districts