This is useful if you have a task that requires an excise tax instead of sales tax.
Multiple Tax Rates
Tax Rate Names
Go to More → Company/Branch Info
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Then double click on your branch or select the Ellipsis → Modify
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Go to the Misc. 2 tab and 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
To add the new tax rate(s) to the Tax Region go to More -> List Management -> Accounting -> Tax Rates
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Click the 'Add' to create a new Tax Region. Click the Ellipsis -> Modify to edit an existing one.
*This will need to be done for each Tax Region that will be using the new tax rate. .png)
Select a Rate History and click 'Open' to edit it or click 'Add' to create a new tax rate.
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Select your Effective Date and add in the new tax rates. (the ones you named in Company Branch settings)
Click OK to save.
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Specify Tax Rate on Task
Add the tax rate to a task by going to More -> List Management -> Quotes, Jobs, & Invoices -> Task Options-> Tasks
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Click 'Add' to create a new task.
Click the Ellipsis -> Modify to edit a task.
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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
CenPoint will figure out what tax rate should apply to this job based on 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.
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Tasks will default to Rate 1 unless specified on the task as a different rate.
NSI line items will also use Rate 1.