Tax Transactions

Taxes are usually handled automatically when selecting rates or entering charges.  However you may have an occasional need to enter a tax manually.

To enter a manual tax, just click the Tax button on the Transactions dialog.  This will open the Enter Tax Information dialog.  (If no Tax Rates are defined for the database, there will not be a Tax button.)  

Enter Tax Information

First you will select a tax category from the list.  When you select a category, notice that the Tax Rate shown will automatically change to the rate defined for the taxes.  When you have the tax category selected, just press Tab or Enter to jump to the Amount field.  If there were any charge or discount transactions already entered, the amount will already have the total assumed to be taxed.  If this is correct, just click Save.  If you need to adjust the amount to be taxed, just enter it and then click Save.

The tax transaction will be added to the Transactions dialog.  Note that Tax transactions are handled differently in that the "Qty" field is actually the dollar amount to be taxed, and the "Each" field is the tax rate.  This won't affect the way you enter the tax with this dialog, but be aware of this when you are looking at the entries in the grid.