AR Taxes

After you have set up your taxes, you can specify your AR tax settings. You can also specify override tax rates.

If you specify not to charge a tax at a specific location, then that tax is not available (or charged) when items are sold from that location.

What you'll find:

Specifying AR Taxes

Specifying AR Taxes

You can specify override tax settings for your AR taxes.

To specify an AR Tax

Navigate to File > Manage > AR and AP Taxes.
The Manage AR and AP Taxes window opens.

Click the AR Taxes tab.
The AR Taxes tab is selected by default.

Taxes that normally apply to all locations:

Under Taxes that normally apply to all locations, in the Do Not Charge column, select the Do Not Charge check boxes for the locations where this tax should not be charged.
These settings override your default tax settings. This tax is not available when items are sold from this location.

In the Override Rate column, enter the rate to use for this tax at this location.
A rate only needs to be entered if the rate at this location differs from the default rate specified for this tax. If you clear this check box, the default is used.

Note

If you want the option of changing the dollar amount of the tax in certain instances, set the rate to “0.” The tax will be available for use but will default to a $0 charge, which can be overridden for a specific purchase.

In the GL Account box, enter the GL accounts for the taxes to be posted to.
A GL account only needs to be entered if the GL account at this location differs from the default GL account specified for this tax. If you clear this check box, the default is used.

Tip

Click Add Account to add a new GL account.

Taxes that apply to selected locations only:

Under Taxes that apply to selected locations only, in the Charge column, select the Charge check boxes for the locations where this tax should be charged.
This tax is charged for all applicable items sold at this location, using your default tax settings (unless overrides are specified).

In the Override Rate column, enter the rate to use for this tax at this location.
A rate only needs to be entered if the rate at this location differs from the default rate specified for this tax. If you clear this check box, the default is used.

Note

If you want the option of changing the tax in certain instances, set the rate to “0.” The tax will be available for use but will default to a $0 charge, which can be overridden for a specific purchase.

In the GL Account box, enter the GL accounts for the taxes to be posted to.
A GL account only needs to be entered if the GL account at this location differs from the default GL account specified for this tax. If you clear this check box, the default is used.

Tip

Click Add Account to add a new GL account.

Click Save.

Note

You can specify that these default tax settings do not apply to specific products or customers