Tax Systems

Use this form to establish the tax system and tax codes used in processing Value Added Tax or sales tax related information. The Value Added Tax function processes items in sales/parts orders, purchasing, accounts receivable, and accounts payable.

Note: 
  • In the United States, the tax code label is defined as Tax Code. In the United Kingdom, however, the tax code label is defined as VAT Code.
  • The fields on the General tab should not be changed once there are valid transactions in the system. This can invalidate your data and compromise integrity.
  • For example, if the Active For Purchasing field is set to Yes after POs have already been entered into the system, the current POs will not contain the proper tax codes and the tax records on the PO side will be nonexistent.
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