Multiple Tax Rates/Types

Tax Rate Names

Add the tax rate names by going to Company Branch-> Misc 2 

Add names to the Tax Rate(s) you will be using. 

This is set at the Corporate Office level and not per branch.

Manage Tax Regions

Next add the new tax rate(s) to the Tax Region

Go to File-> List Management->Tax Rates

Modify an existing Tax Region or Add New

*This will need to be done for each Tax Region that will be using the new tax rate. 

Select a Rate History and click 'Modify' or 'Add' a new tax rate.

Select your Effective Date and add in the new tax rates. (the ones you named in Company Branch settings)

Click OK to save.

Specify Tax Rate on Task

Add the tax rate to a task by going to File->List Management-> Task Options-> Tasks

Modify and existing task or add a new task.

Mark the task as taxable and select the Tax Type.

*This will need to be done to each task that will be using the new Tax Type

Add the task to a Quote or Job 

Tax will pull from the address and or what the tax rate is set to.

The rate will adjust the task tax rate based on what you set up on that Tax Region.

Tasks will default to Rate 1 unless specified on the task as a different rate.

NSI line items will also use Rate 1.

Tax report can be found by going to Reports-> Tax Reports-> Sales Tax Invoiced