Manage County Tax Codes

Use the Sales Tax Setup submodule to manage county tax codes.

To use the Sales Tax Setup submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To manage county tax codes:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the tax records that you want to manage.
3. In the left pane of the Settings screen, click Tax > Sales Tax Setup.
4. On the Sales tax setup toolbar, select Show county/special tax setup and Hide inactive tax codes check boxes.
   WorkBook displays the Sales Tax Setup subgrid.
5. On the Sales tax setup grid, select a state for which you want to insert a county tax code.
6. On the subgrid, click the County tax setup tab.
7. To specify a Report to jurisdiction value, double-click the cell under the Report to jurisdiction column and select an option.
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8. To specify a County tax account debit value, double-click the cell under the County tax account debit column and select an option.
9. To specify a County tax account credit value, double-click the cell under the County tax account credit column and select an option.
10. To deactivate an entry, clear the check box under the Active column.