Assign Individual Tax Items to a Tax Set

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1. Click Setup in the left-hand menu.
2. Click Sales Tax in the Billing area.
3. All Tax Sets and all individual Tax Items will display.
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 display in a purple color.


ChamberMaster Billing-Assign Individual Tax Items to a Tax Set-CMBilling.1.008.1.jpg
Figure: Editing the Tax Set


5. Click to select the check boxes of the desired individual tax items that you wish to include in this Tax Set.


ChamberMaster Billing-Assign Individual Tax Items to a Tax Set-CMBilling.1.008.2.jpg
Figure: Selecting individual tax items


6. Click Save Tax Set.