Setting up tax classifications

Tax Classifications are used to group Items, Customers, Vendors and Locations for Tax purpose. For each of these types, General Tax Classifications should be set up.

To create an item tax classification

1. Select the search icon , enter Tax, and then choose the related link.
2. Open the relevant tax card, and then choose the Item Classification action.
3. Select or create a new General Tax Classification.
4. Fill in the fields on the line as necessary. Hover over a field to read a short description.

See also

To assign taxes to an item

To create a customer tax classification

1. Select the Search icon , enter Tax, and then choose the related link.
2. Open the relevant tax card, and then choose the Customer Classification action.
3. Select or create a new General Tax Classification.
4. Fill in the fields on the line as necessary. Hover over a field to read a short description.

See also

To assign taxes to a customer

To assign taxes to a ship-to address

To create a vendor tax classification

1. Select the Search icon , enter Tax, and then choose the related link.
2. Open the relevant tax card, and then choose the Vendor classification action.
3. Select or create a new General Tax Classification.
4. Fill in the fields on the line as necessary. Hover over a field to read a short description.

See also

To assign taxes to a vendor

To assign taxes to an order address

To create a location tax classification

1. Select the Search icon , enter Tax, and then choose the related link.
2. Open the relevant tax card, and then choose the Location Classification action.
3. Fill in the fields on the line as necessary. Hover over a field to read a short description.

See also

To assign taxes to a location