How do I get sales tax to calculate on invoices and estimates

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Question:

what do I do

Answer:

Step #1

To turn on the sales tax feature, GO to Edit > Preferences > Sales Tax > Company Preferences and you will see a question Do you charge sales tax? Select yes and then add your sales tax item there and also which is your most common sales tax item.

Step # 2

•        Choose Lists > Item List.

•        Click the Item drop-down arrow and select New.

•        Click the Type drop-down arrow and choose Sales Tax Item.

Enter a name for the Item (for example for California = CA Sales Tax).

Enter a description to print on your sales forms after the final line item. You can’t edit the description on the forms themselves.

Tax rate % (for example 8.0%) also prints on the sales form.

Select tax agency, is name of the Tax Collector you collect sales tax from the vendor list. Add new vendor if it is not open.

SAVE.

 

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