Adding and Changing Basic Tax Information

Whether an account is a business account or subject to city taxes can affect taxation.

To add or change basic tax information for an account:

  1. On the account page, select Actions, Financial Setup, and then Tax Setup.

    The Tax Setup section of the Financial Setup dialog box appears.

  2. If the account is a business account, select This is a business account.

  3. If the account address is inside the incorporated area of a city, select Inside incorporated area of a city.

  4. (Optional) Enter any notes that are required for the account's taxation setup. Select a Reason when entering notes.

  5. Click Apply, or continue with adding exemptions.

    See "Adding Tax Exemptions".