Sales Tax Settings

Sales Tax Settings

Project Settings - 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

To ADD or MODIFY a Tax follow these instructions

  • 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 


To Remove a Tax Rate - Enter 0.00 then Click ENTER

To Import Tax Tables

  1. User can Import Tax Tables from an 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's.  


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


Tax Table Printed with Bill



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