Some products we sell might require us to charge our customers a sales tax, and, depending on where the customer is located, we might need to charge different sales tax rates. Remember that we had two checkboxes on the Inventory File Maintenance form we used to indicate whether an item was taxable and whether it was taxable even to those customers who have a resale number. We will also have a field on the Customer File Maintenance form (discussed in the next subsection) in which we can identify the appropriate tax rate to charge a customer based on their location. But first we must set up a tax table that defines the different tax jurisdictions and assigns the appropriate rate to each. This is done using the Tax Table Maintenance form (Figure 37) found under File Maintenance Tax Codes.

As you can see from the sample data in Figure 37, the Tax Table Maintenance form allows you to enter sales tax rates for a given area and associate that rate with a Tax Code. Once this table is created, the codes created here in the Tax Code column can be entered on the Customer File Maintenance form to identify the appropriate rate to charge that customer.

Setting Up Salespeople

TOC

Setting Up Customers