After sales tax schedules are defined, use Customer Ship-To Address Maintenance in the Accounts Receivable module and Purchase Address Maintenance in the Accounts Payable module to assign each customer and vendor address to a default tax schedule. Default tax schedules can be changed when entering transactions.
For more information, see Sales Tax FAQs.
To assign a sales tax schedule to a customer address
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Select Accounts Receivable Main menu > Customer Maintenance.
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Enter the customer number, and at the drop-down button, select Ship To Address. For more information, see Customer Maintenance - Fields.
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In the Customer Ship-To Address Maintenance window, enter the Location Code field. For more information, see Customer Ship-To Address Maintenance - Fields.
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In the Tax Schedule field, enter a sales tax schedule and click Accept.
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In the Customer Maintenance window, click Accept.
To assign a sales tax schedule to a vendor address
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Select Accounts Payable Main menu > Vendor Maintenance.
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Enter the vendor number and click Purch Address.
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In the Purchase Address Maintenance window, enter the Location Code field.
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In the Schedule field, enter a sales tax schedule and click Accept.
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In the Vendor Maintenance window, click Accept.
Note If the Allow Sales Tax During A/P Data Entry check box is selected in the Accounts Payable Options window, a default tax class can be entered.
Sales tax schedules are assigned.
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