Use the instruction below as a guide to viewing and adjusting tax information for an order.

Key Terms

  • Tax Code - a specific rate charged for a specific entity, such as a city, township, county, state or country. Tax codes are defined in the Environment module: Accounts Receivable > Sales Tax Code.
  • Sales Tax Schedule - a collection of one or more tax codes that determine a total taxable amount. Example: If material provided to a job in Cleveland Ohio is subject to Ohio state tax and Cleveland city tax, you could create a tax schedule CLV-OH that includes the tax codes for Ohio and Cleveland. Tax schedules are defined in the Environment module: Accounts Receivable > Sales Tax Schedule.
  • Tax Class - Indicates whether a product or product class is Taxable and Non-Taxable.
  • Exemption - indicates that an order, product, or product class is exempt (non-taxable) for a particular tax code. Entering a value in Exemption automatically sets the corresponding tax amount to 0.

Setting the Tax Schedule and Exemptions

To set the order's tax schedule:

  • On the Left Menu > Shipping/Billing page, select the Tax Schedule that applies to the order. 

To add exemptions for specific tax codes:

  1. On the Left Menu > Shipping/Billing page, click Sales Tax Exemptions. 
    The Exemptions window displays.
  2. Enter an Exemption Number for the appropriate tax class(es). 
  3. Click OK. 

Changing Tax Class

To change the tax class for a line item:

  1. On the Line Entry page, in the grid, click on the desired line item.
  2. In the Right Panel, select Pricing/Billing. 
  3. Change the Tax Class field. 

To change the tax class for a sales order summary line:

  1. On the Sales Order Summary page, in the grid, click on the desired product or product class row.
  2. In the Right Panel, select Cost/Profit Estimate. 
  3. Change the Tax Class field. 

Viewing Tax Details

To view tax details for a sales order summary line:

  1. On the Sales Order Summary page, in the grid, click on the desired product or product class row.
  2. In the Right Panel, select Cost/Profit Estimate. 
  3. Click the Tax Details> Details button.
    The Sales Tax Detail window displays. This window is view only.  
  4. Click OK. 

To view sales tax details for the entire order:

  • On the Sales Order Summary page, click Sales Tax. 

The Sales Tax Detail window displays. This window is view only.