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Comment: Changed layout to legacy in XD 21.1

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Info

Operations App is continuously updating and page layouts may differ. See here for older other versions.

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Table of Contents
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Go to Maintenance > Sales Tax.

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Field NameDescription
DescriptionA description of the sales tax. 
From StateThe origin state of the orders from that the sales tax will be applied to.
To StateThe destination state of the orders from that the sales tax will be applied to.
DescriptionA description of the sales tax. 
Sales Tax ItemThe selected sales tax item. For example, "State Tax" or "Local Tax". See Items.
Tax Rate %The percentage amount of sales tax to be applied.
Priority

Priority level to apply the sales tax. 

Example

You have state and local tax and want the local tax to be charged, then state tax. You would set the Priority for your local tax to 1 and your state tax to 2.

Begin DateThe date to begin charging sales tax.
End DateThe date to end charging sales tax.

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  1. Go to Maintenance > Sales Tax.
  2. Click the Image Removed button.

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Alternate Steps

  1. Click the arrow next to the New button, or press Alt + N keys. 
  2. Select Sales Tax.

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  1. Scroll to the bottom of the list of sales tax and add the new sales tax in the empty row.
  2. Click the save icon Image Added in the toolbar.

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How to Edit a Sales Tax

  1. Go to Maintenance > Sales Tax.

  2. Click the sales tax you would like to edit or right-click the row and select Edit. 

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    The right-click menu option Open in New Window will open the edit form in a window that can be moved around.

Back to top.

How to Delete a Sales Tax

  1. Go to Maintenance > Sales Tax. 
  2. Click the sales tax Edit the field(s) you would like to deleteedit. 

  3. Click the Image Removed button. 

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Section Functions

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  2. Click the save icon Image Added in the toolbar.

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User Permissions for Sales Tax

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Giving Customer Source Permissions

  1. Go to Maintenance > Permissions Users. See Users (Desktop Operations Dektop Operat App).
  2. Select a user by double clicking on the User ID. 
  3. Click the + next to the checkbox for Maintenance Functions.
  4. Click the + next to the checkbox for Sales Tax.
  5. Check the box for Sales Tax and/or Edit Sales Tax. 

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