Summary
This article will first explain how to add State sales tax to the Maintenance\System Setup area and then show you how to add that sales tax to the Customer Record.Start by accessing System Setup via Maintenance\System Setup menu.
That will bring up the below screen, where you will select the States\Workers Compensation tab.
On this screen, select the State that you want to add the tax to, and then click the Sales Tax tab on the right.
Click New to begin adding the tax.
Here you will simply fill in the blanks to add your tax and then click Save.
For Canadian states, you will see the QST and HST also available. Fill those in if applicable. Then click Save.
Once the above steps are complete, exit TempWizardTM and log back in.
If your customer is already established, DO NOT forget to go to add that tax to their customer record.
As seen below, if you are adding a new customer, simply select as a part of your customer creation process.
Additionally, if your Job Orders already exist, you MUST go to them as well and check the Taxable Job Order box. (See below.) If the tax has already been applied to the customer, it will default to Taxable when you create a new Job Order.
