ChamberMaster Billing-Setting Up Sales Tax – the big picture
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Getting Started : Sales Tax : Setting Up Sales Tax – the big picture
Setting Up Sales Tax – the big picture
Create all the individual sales tax items first. For instance, if you will have local, state, and county taxes, you can create a separate tax item for each one of these which allows you to view the breakdown of the taxes by the collecting agency when running the Sales Tax Summary report.
Next, put these individual tax items into a Tax Set. Then assign this Tax Set to the desired Fee Items when creating your Fee Items. Assign the Non tax set to any Fee Items that should not be taxed.
Additional Tax Sets may be created if necessary. Often just having a Tax and Non tax set is all that is needed. Exceptions might be if invoices are created for locations with different tax rates. Naming the Tax Set by the location would be appropriate in this case. i.e. Lincoln County Tax set, Lancaster County Tax set
The Non tax set is defaulted to have no tax amounts assigned. To make sure that this is still true, click Non in the Tax Set List to select it. (It will display in purple to indicate that it is selected). Then make sure that no Tax Item Names are selected in the Tax Set Details below. Each check box should be blank.
