Tax District Basic Procedures

Assigning a Tax District to a Customer

After you add a new tax district, you must assign it to the customer that it affects.

1. From the Master Menu, double-click . The Customer window opens, displaying the information for the last customer used.

2. Select the customer for whom you are setting up a tax district. For details, see Selecting a Customer.

3. After you select the customer's account, click the Order Entry tab.

4. In the Taxable box, type Y.

5. In the District box, enter the single or combined tax district number to assign to this customer.

6. When you finish assigning the tax district to the customer, click to save changes.

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About Tax Districts

Changing a Tax District

In the Customer Order Entry Tab