Adding a Combined Tax District

Tax District Basic Procedures

There are two types of tax districts that may be added to the tax district database: single and combined. A single tax district has only one tax rate. A combined tax district is made up of two or three single tax districts that are used jointly to calculate tax. For more details concerning tax districts, see About Tax Districts.

Note: Combined tax districts can only be created using existing tax districts.

From the Master Menu, double-click $graphics\CUSTOMERICON16.gif$ . The Customer window opens, displaying the information for the last customer selected.
Click $graphics\TAXDISTRICT16.gif$ in the Customer window.
In the Tax District Window, click Add. The Tax District Detail dialog box opens. For more information on these boxes, see In the Customer Tax District Detail Dialog Box.

Note: Use the instructions in Adding a Single Tax District to add each separate tax district, with its corresponding tax percentages. After each has been added, you can combine them into one.

In the District box, enter the combined tax district number of your choice, 100A, for example.

Note: Each tax district, whether single or combined, must be identified by a unique code.

Enter the description for this combined district in the Description box.
Check the Combined Tax District box. The Enter Districts to Combine boxes display. These boxes let you specify which existing single tax districts make up the combined tax district. You can add up to three existing tax districts. For example, in the District 1 box, enter the first existing tax district number. Enter the second district in the District 2 box, and the third district (if any) in the District 3 box.
After you finish entering the information for this combined tax district, click Apply.
Repeat Steps 3 through 6 until you have added all the combined tax districts you need.
When you finish, close the Tax District dialog box.

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Changing a Tax District