Show/Hide All

 Overview

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

1. Select Accounts Receivable Main menu > Customer Maintenance.

2. Enter the customer number, and at the drop-down button, select Ship To Address. For more information, see Customer Maintenance - Fields.

3. In the Customer Ship-To Address Maintenance window, enter the Location Code field. For more information, see Customer Ship-To Address Maintenance - Fields.

4. In the Tax Schedule field, enter a sales tax schedule and click Accept.

5. In the Customer Maintenance window, click Accept.

To assign a sales tax schedule to a vendor address

1. Select Accounts Payable Main menu > Vendor Maintenance.

2. Enter the vendor number and click Purch Address.

3. In the Purchase Address Maintenance window, enter the Location Code field.

4. In the Schedule field, enter a sales tax schedule and click Accept.

5. 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.