Set customer taxable status 

1. AR, Customers, Maintain Customers, Inv/Stmt.
2. Select the sales tax jurisdictions for the customer. The limit is 3 jurisdictions.
    NOTE: If the 1st sales tax is blank, the system won't default to taxable. 

Add a tax jurisdiction to a transaction when the customer is nontaxable

1. Before entering line items, select the Header window and select the Taxable check box.
    NOTE: If you select the Taxable checkbox after you enter the line items, select and manually calculate the sales tax in the Summary section. 
   

Accounts Receivable Standard Line Items

The taxable status of the standard item determines the tax status when adding a part to an Accounts Receivable invoice.

To change the standard item's default

1. AR, Utilities, Standard Items, Maintain.
2. Select the item.
3. Select or clear the Taxable check box.
4. Click Save.

Order Entry transaction part line items

The taxable status of the part determines the default tax status when adding the part to an Order Entry transaction.

To change the default for a single part

1. IC, Parts, Maintain Parts.
2. Select the part.
3. Select or clear the Taxable check box.
4. Press Save.

To change the default for all or a range of parts:
 CAUTION: You can't reverse global changes. Back up data files before making this change. 

1. IC, Parts, Global Part Change.
2. Select all or a range of parts, product lines, or vendors.
3. In the Data to change list, select Taxable.
4. In the Original value list, select All, Yes, or No.
5. In the New value list, select Yes or No.
6. Click the OK button to change the taxable status of the selected parts.

Set Labor line items taxable

• Labor line items are nontaxable by default
• Select the Taxable check box on the line item to calculate tax

Using taxable Ship To Addresses

If you select aa taxable ship to address for a customer that isn’t taxable, the invoice won’t be taxable by default

• Select the Taxable box in the Header section of the Order or Invoice

To allow the tax to calculate automatically, set the customer as taxable by assigning a 0% sales tax

• Create a sales tax jurisdiction with a 0% sales tax
• Assign the 0% sales tax to the customer in AR, Customers, Maintain Customers, Inv/Stmt
• Select the taxable ship to address on the transaction and the desired tax will calculate

 NOTE: To change the Sales Tax Summary text on forms, you can edit the summary text for sales tax that prints on invoices.