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Tax Sets

Updated

Assign Individual Tax Items to a Tax Set

  1. Click Setup in the left-hand menu.
  2. Click Define Sales Tax Rate in the Billing area.
  3. All Tax Sets and all individual Tax Items will be displayed.
  4. Click the title of the Tax Set that you wish to modify. (Most likely you will be modifying the “Tax” tax set.) The selected Tax Set will be displayed in purple color.
  1. Click to select the check boxes of the desired individual tax items that you wish to include in this Tax Set. 
  2. Click Save & Exit.