Create Tax ID Screen

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.