Adding a Single 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, click Databases, then select Tax Districts or click $graphics\TAXDISTRICT16.gif$ in the Customer window.
Click Add in the Tax District dialog box. The Tax District Detail dialog box opens. For more information on these boxes, see In the Customer Tax District Detail Dialog Box.
Enter the number for the new district in the District box.
Enter a description of your choice for the new tax district in the Description box.
Enter the dollar limit (tax cap) on the amount you can tax, if any, in the Cap box. For example, to limit the taxable amount to $2000, enter 2000.
Enter the tax percentage in the Percent box.

For taxable districts in your state, enter the percentage paid over the state base.

For taxable districts outside your state, enter the total tax percentage.

For nontaxable districts, enter 0.000.

You have two options at this point. You can click Line Item Cap on Unit Price to apply the tax rate by each line if the district is composed of more than one district. If you click the Multi-Tier Line Item Cap on Unit Price, this allows you to tax a different tax percent on an item based on sell price.
After you finish entering the information for this single tax district, click OK to save the tax district.
Repeat Steps 3 through 8 until you have added all the single tax districts you need.
When you finish, click $graphics\CLOSE16.gif$ to close the Tax District dialog box.

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Changing a Tax District