This page is for the Operations App. For the Classic Operations App please see Sales Tax (Classic Operations App).

- - 1.1.1 Example
- 1.2 How to Create a New Sales Tax
- 1.3 How to Edit a Sales Tax
- 1.4 How to Delete a Sales Tax
2 User Permissions for Sales Tax
- 2.1 Giving Sales Tax Permissions
- 2.2 Removing Sales Tax Permissions

Sales tax can be applied to the total sale of an order. Customers, order types, and items can be exempt from this tax. See How to Set Up Sales Tax in X Dispatch.

To get to the Sales Tax section, go to Maintenance > Sales Tax.

Field Name	Description

Field Name	Description
Description	A description of the sales tax.
ID	Unique ID for the sales tax.
From State	The origin state of the orders from that the sales tax will be applied to.
To State	The destination state of the orders from that the sales tax will be applied to.
Item	The 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 Date	The date to begin charging sales tax.
End Date	The date to end charging sales tax.

How to Create a New Sales Tax

Go to Maintenance > Sales Tax.
Click the + button in the top right.

How to Edit a Sales Tax

Go to Maintenance > Sales Tax.
Click the sales tax you would like to edit or click the action menu at the end of the row and select Edit.

Quick Tip

You can open 2 edit forms by selecting the checkboxes of the sales taxes and clicking the edit pencil icon in the top right.

How to Delete a Sales Tax

Go to Maintenance > Sales Tax.
Check the checkbox of the sales tax(es) you would like to delete.
Click the delete button in the top right.

User Permissions for Sales Tax

Users need to have permission to be able to add or edit sales taxes.

Giving Sales Tax Permissions

Go to Maintenance > Users. See Users.
Select a user by double clicking on the User ID.
Search for “sales tax”.
Check the box for Sales Tax and/or Edit Sales Tax.

Removing Sales Tax Permissions

Follow the steps 1-3 above, then uncheck the boxes.

Sales Tax