Summary

This article explains how to setup new sales tax rates and modify existing sales tax rates in SalesPRO.  Please note that if you have Roaming Workstations, this needs to be completed on the Main computer.  This information will be transmitted to the Roaming Workstations the next time the Roaming Workstation PC is connected to the internet.

More Information

Sales taxes involve 2 kinds of records - a sales tax code, and a sales tax group.  The sales tax code record contains the tax rate for a single entity, like a state, county, or city.  The sales tax group can combine the rates for state and local tax entities to simplify the calculation.  Since the rates are maintained separately, if a state, for example, changes a rate, the tax rate record only is updated, and all the tax groups using that state, possibly for multiple cities and counties, are automatically updated, without having to recalculate each combination.

Note:  In order to use a new sales tax code, it must be assigned to a sales tax group. 

Tax Codes are set up first, then the Tax Groups are created, and Tax Codes are assigned to each group.

Instructions to add or modify Sales Tax Codes

• From within SalesPRO, go to Maintenance>Sales Tax Groups.  Click on the top portion of the icon.
  

• The window for Sales Tax Groups will open.  Click on the button Manage Tax Codes.
  

• Click on New or double click on an existing sales tax code to Edit.
• In the Code field, enter the code value you would like to use (i.e. NC, or an abbreviation for a city/county).
• In the Rate field, enter the tax percentage.  Example:  6.5% is entered as 6.5.
• Enter the Vendor/Agency name, usually a designated state/local agency.  This entry is not required.
  

• Press "OK" to save and exit.

Instructions to add or modify Sales Tax Groups

• From within SalesPRO, go to Maintenance>Sales Tax Groups.  Click on the icon.
• The window for Sales Tax Groups will open. It will show all existing tax groups.  In the lower panel, it shows which tax codes are attached to the highlighted group.
  

• Click on New or Edit.  To modify an existing sales tax group, select the group to be modified from the list.
• In the Name field, enter the value you would like to use (i.e. City of New York).  Add a description.
• Press "OK" to save and exit.
• To add or delete Sales Tax Codes assigned to the group, click on Assign Tax Codes.
  

• The window containing all existing tax codes will open.  For a pre-existing tax group, the box will be checked for tax codes already assigned to the group.
• To add a tax code to the group, check the box;  to remove a code, uncheck the box.  There is no limit to the number of individual codes that can be assigned to a group.
  

• Click OK to save and exit.

What Will Appear on a Quote/Sale/Order

When you are in Order Entry, the sales tax group and the tax codes within it, will appear at the bottom of the Edit window.  The tax group, but not the individual codes, may be overridden from here.

Impact of Tax Group and Tax Code Changes

If a Sales Tax Group is changed by adding, deleting, or editing a tax code, the change will not be reflected in any existing quote/sale/order, unless it is updated.  

Likewise with any changes to tax rates.  If the rate has changed, and you need it to reflect for open quotes/sales/orders, open the quote/sale/order and change the tax group assigned, then change back to the original, and save.

Applies To:

• SalesPRO Software