Set up sales tax for your firm

Keep your sales taxes organized and ready to use in your customer invoices.

Use the

Sales Taxes

screen to add or edit sales taxes used for customer invoices.

Follow these steps to add a new sales tax.

Select Setup
, Firm Information
, then Sales Taxes
.

Select Add
to create a new sales tax.

In the Identification section:

Give your sales tax a unique name in the Description
field.

Enter the tax rate as a percentage in the Rate
field.

Choose where the tax applies:

Mark the checkbox if the tax should apply to delivery.

Mark the checkbox if the tax should apply to discounts.

Select Enter
to save your new sales tax.

You can now find and select this tax in the Sales Tax Information section of the

Invoice Items

screen when you're creating invoices.

This article applies to: