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How to set up customer sales tax regions

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  • How to set up customer sales tax regions

    How to set up customer sales tax regions.

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  • #2
    Step 1: You want to make sure you are on the Options page and click on the Tax Region tab located at the top.
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    • #3
      The yellow signifies this is the default sales tax region. You can't delete the default region but you can edit it.
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      • #4
        Step 2: Click the new button to create a new region or click the edit button to edit a region already created.

        (Optional) Use the secondary tax if you need to collect a municipal tax or in Canada if you need to collect GST tax.
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        • #5
          Step 3: Now to edit the tax region for a customer, click on the Customer section, highlight a customer and click the edit button.
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          • #6
            Step 4: A customer window will appear. Make sure you click on the Billing tab. You can then choose which tax region this customer lives in. Click ok when finished.
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