Project Settings - Tax Tables Set Up Sales Tax - USA / HST | PST | GST - Canada

Tax Tables Set Up   Sales Tax - USA   /  HST | PST | GST - Canada

Taxable or Non Taxable for Individual Inputs

• On Each Input Dialog There is a Tax Feature -  (see image below for details)
  

To ADD / MODIFY Tax to Tax Tables

User can ADD tax to Single Item , Multiple Items or ALL Items

• Click on the Item you want ADD Tax to or MODIFY to highlight that item. 
  
• Click on the MODIFY Button to Open Input Tax Dialog (see image below)
  
• Choose the Item or ALL Categories and ADD or MODIFY Tax Rate
  
• Click ENTER and CLOSE
  
• Once you are back to Project Settings Click ENTER and CLOSE 

Below are the Drop Down Menu options for Sales Tax 

To Remove a Tax Rate - Enter 0.00 then Click ENTER

​

To Import Tax Tables

1. User can Import Tax Tables from and Excel® spreadsheet.
   
2. The Spreadsheet must meet the format requirements to import - To create a Blank Template (see export below)

Export Tax Tables| No Tax Values Listed then Export a Blank Template

1. User can Export a Tax Table List to Excel® -
   
2. User can ADD | MODIFY | REMOVE Tax Tables to list and then import back into program. Old Values will be overwritten
   
3. Need a Blank Template?  Program will still export even if nothing is listed and creates a blank template for user.
   

Excel® Export Examples of Tax Tables with Value and Blank Template

1. This is an actual copy of an export of Tax Table - User can ADD | MODIFY | REMOVE from this spreadsheet
   
2. User CANNOT modify the headers found on Line # 1  - This must remain in place as it is with NO CHANGES
   
3. User can continue to ADD to this list and Import without importing duplication. 
   

Excel® Export Blank Tax Table Template

1. This is an Actual Export Blank Template
   
2. User can Export a Blank Tax Table and Program will create a Blank Template as shown
   
3. User can ADD Tax Values and then Import into program

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