Sales Tax – by County or State or Tax District

Sales tax can be set up for any Tax District.
The process is done within the County Tax Rate fields.

Maintenance > User Lists > Group 2 > County Tax Rates

Opens the window Counties and Tax Districts

Insert an abbreviation in the County Code field.
Enter the District Name in the County field.
Enter the tax percentage in the Tax Rate field.

Next, go to Menus > Maintenance > Company Information
Enter the District abbreviation in the Local County field.
Enter the tax percentage in the Local Tax Rate

Lastly, assign taxable customers to a Tax District on the shipping window via Menus > Customers > Shipping.

Note that tax assignment can be changed on the Order window, but not on the Invoice window.

Modified by AG on 5-26-2026