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The list of sales tax codes is used by both the Receivables and Orders modules. A default sales tax code may be linked to each customer or vendor which is then used when creating a miscellaneous customer invoice or a purchase order, but the default sales tax code may be changed as needed on the invoice or order screen.
| 1. | Select Clients > Sales Tax Districts or Orders > Controls > Sales Tax Districts. |
| 2. | Click Add to create a new sales tax district. Note: AccuBuild will automatically create sales tax codes for the State of California. You may edit or delete any code as desired. |
| 3. | Complete the following fields: |
| State Code - Select the appropriate state code. AccuBuild assigns a numeric value to each state code automatically. This code is used in conjunction with the District Code to create the sales tax code. |
| District Code - The district code is user defined and may contain up to three numbers. |
| District Name - Enter the description of the sales tax district. |
| Tax Rates - The detail of the state, district, county and local tax may be entered or a lump sum rate may be entered in the State Tax field. |
| G/L Acct - (DR) - This field may be skipped as it is not currently being used. |
| G/L Acct - (CR) - Purchase Orders: If the sales tax is not included on the order, then AccuBuild will automatically accrue the sales tax expense when the invoice is entered. The tax amount will be accrued in the account as defined in this field but it will not be added to the accounts payable invoice. The tax amount will be prorated to the various expense accounts as defined by the items on the order. Note: If you do not want the system to accrue sales tax, then create a sales tax code with a sales tax rate equal to zero and link the sales tax code to the purchase order. Miscellaneous Receivable Invoices: If the invoice is entered with taxable sales items and the sales tax rate is not equal to zero, then the sales tax will be accrued in the account as defined in this field. |
| 4. | Click Save to record your entries. Repeat the above process until all of the sales tax codes have been set up. For more information on the fields on this screen, click on Help. Click Close to return to the main menu. |
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