Tax Districts

Before following these steps, you must enter a Y in the Calculate Tax By Line field in the (LØ) screen.

  1. In the (AT) screen, select the [A] Add action code.

  2. In the Nbr field, assign a unique code for this tax district. For example, you might enter LOC1.

  3. In the Description field, enter a description to identify this tax district, for example, LOC 1 TAX.

  4. In the Tax % field, enter a tax percentage for the taxable district.

  5. In the Amt field, enter the dollar limit (cap) that can be taxed for the tax district, if any. For example, to limit the amount that can be taxed to $1600, enter 1600 in this field.

  6. In the LU field, you specify whether to figure the tax on individual units or on the extended dollar amount. Using our previous example, you would enter a Y in this field to base the tax in order entry on individual units. To set up tiered tax districts for any additional tax brackets, you would enter a T in this field.

  7. Individual districts are assigned to a combined tax district. The district is assigned to the customer.

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Setting Up Nested Combined Tax Districts

About Tiered Taxing