Tax District Basic Procedures

Adding a Tax District

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 example, with State tax set as 0.00 in the (L0) Global Master Parameters screen, you could combine state, county and city taxes into one combined tax district. For more details concerning tax districts, see About Tax Districts.

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

1. From the Master Menu, click Databases then click Tax Districts. Or from the Customer window, click .

2. The Tax District dialog box opens. In the Tax District dialog box, click Add.

3. The Tax District Detail dialog box opens. Enter the necessary information in the boxes. For information about each box, see In the Customer Tax District Detail Dialog Box.

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

4. After entering all needed information, click OK or click Apply to save and exit.

5. Repeat Steps 2 through 4 until you have added all the new tax districts needed.

6. When finished, click Exit to close the Tax District dialog box.

Return to:

Changing a Tax District

See also:

Adding a Single Tax District

Adding a Combined Tax District

Assigning a Tax District to a Customer