Configure Product Sales Tax

To Configure a Product Tax Category:

1. Navigate to the 'Product Setup' screen → 'Tax Setup' tab → 'Product Tax Category Setup' subtab.

   

2. Select the row that represents an existing Product Tax Category; OR,

3. Click the ‘Add’ button to add a new Product Tax Category.

4. Edit the Product Tax Category ‘Name’, ‘Description’, and ‘Code’.

5. Click the ‘Save’ button to save changes and close the ‘Add / Edit Product Tax Category’ section; OR,

6. Click another row in the ‘Product Tax Categories’ list to close the Add / Edit Product Tax Category’ section without saving.

To Configure a Tax Jurisdiction:

1. Navigate to the 'Product Setup' screen → 'Tax Setup' tab → 'Tax Jurisdiction Setup' subtab.

   

2. Select the row that represents an existing Tax Jurisdiction; OR,

3. Click the ‘Add’ button to add a new Tax Jurisdiction.

4. Edit the Tax Jurisdiction ‘Name’ and ‘Code’.

5. Select a Product Tax Category, then specify the Tax Rate imposed by the Tax Jurisdiction, and the ‘Start Date’ and ‘End Date' of the period for which the Tax Rate is valid.

   1. For each Tax Jurisdiction, the Tax Categories are assigned a Tax Rate for a valid period.

6. Click the ‘Save’ button to save changes and close the ‘Add / Edit Product Tax Category’ section; OR,

7. Click another row in the ‘Product Tax Categories’ list to close the Add / Edit Product Tax Category’ section without saving.

To Configure a Tax Region:

1. Navigate to the 'Product Setup' screen → 'Tax Setup' tab → 'Tax Region Setup' subtab.

2. 1. Tax Jurisdictions are combined into Tax Regions, which usually represent a geographic area.  

   2. A Tax Region will contain the location of the Point of Sale, or a Tax Nexus (in the case of Field Services), or the Customer Location to which a Taxable Product was delivered.

   3. 

   4. Selected from the 'Tax Region' drop-down list at the top of the 'Order Management' screen → 'Order Details' section.