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Manage sales tax

To open the Manage Sales tax window, click the Manage Sales tax icon in the Vendors section of the Home page.

You can also go to the Vendors menu, click Sales Tax, and then click Manage Sales Tax.

If the Manage Sales Tax icon or the Sales Tax menu item aren't available, you need to turn on the sales tax preference.

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About the Manage Sales Tax window

When working with sales tax, there are tasks you perform once (such as setting your company's sales tax preferences), tasks you perform on an ongoing basis (to create and manage your sales tax items and vendors), and tasks you perform occasionally, in preparation to pay sales tax (usually at the end of the fiscal year, unless you pay taxes monthly or quarterly).

You can also go to the Vendors menu, click sales tax, and then click Manage sales tax.

If the Manage Sales tax icon or the Sales tax menu item aren't available, you need to turn on the sales tax preference.

Topic goes here

About the Manage Sales tax window

When working with sales tax, there are tasks you perform once (such as setting your company's sales tax preferences), tasks you perform on an ongoing basis (to create and manage your sales tax items and vendors), and tasks you perform occasionally, in preparation to pay sales tax (usually at the end of the fiscal year, unless you pay taxes monthly or quarterly).

The Manage Sales tax window organizes your sales tax activities in two sections:

  • From the Get Started section you set your sales tax collection preferences, and create sales tax items and sales tax codes.

  • From the Pay Sales tax section, you specify the tax agencies you need to pay, and enter the payment details. The Sales tax Liability report shows sales tax you've collected and currently owe to your tax agencies, and the Sales tax Revenue Summary report summarizes your sales tax revenue by tax code.

You can use the Related Tasks links at the bottom of the window to see the sales tax items and tax codes you've created, and to adjust sales tax you owe.

Whether you're new to collecting and paying sales tax, or are a sales tax expert, you can perform all of the tasks necessary to manage, collect, and pay sales tax from the Manage Sales tax window!

Before you start

Review the sales tax overview that contains:

  • A short tutorial that shows how and when you'll use the Manage Sales Tax window.

  • Information about how sales tax works.

  • An explanation of the tasks you'll perform to track and pay sales tax.

See also

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