Table of Contents

▶️How To Create Tax Routines

Matt Staff Updated by Matt Staff

1. Click on Sales Tax Routines

In the main navigation menu, select the "Administration" module and click on "Master". Then, click on "Sales Tax Routines"

2. Click on Add New

In the upper right corner, click on "Add New"

3. Enter Sales Tax Rountine

Enter Sales Tax Routine number and add a description

4. Enter State Sales Tax

Click on the "State Sales Tax" tab and enter sales tax information, including selecting the liability account and tax code.

5. Other Information

Enter any other sales tax, such as city and county. Then, click on the "Other Information" tab and select when sales tax will be paid and whether to assess tax on freight. Click Save.

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