Step 2: Assign tax codes to customers and vendors

Sales > Managing Sales Tax > Step 2: Assign tax codes to customers and vendors

Step 2: Assign tax codes to customers and vendors

You can select a sales tax in the selling details of a customer card or the buying details of a vendor card for faster data entry.

1

Go to the Card File command center and select Card List. The Card List window appears.

2

Click on the arrow infront of the customer or vendor name. The Card Information window appears.

3

Click the Selling Details tab on a customer card or the Buying Details tab on a vendor card.

4

Enter the Tax ID Number, Tax Code and Tax on Freight information.

5

Click OK to close the window.

When an invoice is created for a customer or a purchase is created for the vendor the tax information entered in the card will automatically be assigned when the customer or vendor is entered.

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Step 3: What reports to run when its time to file your sales tax return

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Creating a card

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