Adding a Tax Type

1. When you first enter the Tax Type option a Select An Option window will appear with the following options:

• EXIT – Select EXIT to exit the Tax Type option and return to the Ledger menu.
• ADD – Select ADD to add a tax type.
• PRINT LIST – Select PRINT LIST to print a list of tax types.
• A list of tax types defined in the system, if tax types have previously been defined.

Select ADD.

Note: If you have not already done so, you must first set up tax type sales cost adjustment. If you do not, "You must establish a Cost Adjustment first for - Sales Costs - Taxes!!! Space Bar to Continue" will appear.

2. Enter a unique alphanumeric tax type identifier up to two-digits in length.

3. Enter a description for the tax type.

4. Determine whether you want the tax type to trigger a pricing exception for the sales order. If you select N (N=no), the tax type will be used for notational purposes only. If you select Y (Y=yes), the Cost Adjustment field will appear, along with a list of cost adjustments defined in the system. Scroll to the appropriate cost adjustment to be applied and press Enter to confirm your selection.

5. Command options will appear:

• Add – Select Add to add the tax type.
• Exit – Select Exit to exit and return to the Tax ID field.

For more information on the Tax Type option see Tax Type.

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