Difference between revisions of "Create Tax ID Screen"
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'''Tax Authority''': Select the geographic region, and the system will automatically populate the tax-collecting agency for you. | '''Tax Authority''': Select the geographic region, and the system will automatically populate the tax-collecting agency for you. | ||
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'''From Date''' and '''Thru Date''': Set the date range when the tax ID will be in effect. By default, the tax ID will be in effect from the current time onwards. | '''From Date''' and '''Thru Date''': Set the date range when the tax ID will be in effect. By default, the tax ID will be in effect from the current time onwards. | ||
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'''Tax ID''': Enter your customer's tax ID number here. | '''Tax ID''': Enter your customer's tax ID number here. | ||
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'''Is Exempt''': Set whether the customer is exempt from sales tax in this geographic region. | '''Is Exempt''': Set whether the customer is exempt from sales tax in this geographic region. |
Revision as of 17:32, 17 October 2007
This is a commonly used screen to set up Tax IDs for your customers. The fields are:
Tax Authority: Select the geographic region, and the system will automatically populate the tax-collecting agency for you.
From Date and Thru Date: Set the date range when the tax ID will be in effect. By default, the tax ID will be in effect from the current time onwards.
Tax ID: Enter your customer's tax ID number here.
Is Exempt: Set whether the customer is exempt from sales tax in this geographic region.