View source for ChamberMaster Billing-Setting Up Sales Tax – the big picture

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    <span>[[ChamberMaster_Billing-Getting_Started|Getting Started]]</span> : <span>[[ChamberMaster_Billing-Sales_Tax|Sales Tax]]</span> : Setting Up Sales Tax – the big picture</div>
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  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 18pt;"><span id="wwpID0E0UXB0HA">Setting Up Sales Tax – the big picture</span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0TXB0HA">Create all the individual sales tax items first.  For instance, if you will have local, state, and county taxes, you can create a separate tax item for each one of these which allows you to view the breakdown of the taxes by the collecting agency when running the Sales Tax Summary report.</span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0SXB0HA">Next, put these individual tax items into a Tax Set.  Then assign this Tax Set to the desired Fee Items when creating your Fee Items.  Assign the </span><span style="font-weight: bold;">Non</span> tax set to any Fee Items that should not be taxed.</div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0RXB0HA">Additional Tax Sets may be created if necessary.  Often just having a </span><span style="font-weight: bold;">Tax</span> and <span style="font-weight: bold;">Non</span> tax set is all that is needed.  Exceptions might be if invoices are created for locations with different tax rates. Naming the Tax Set by the location would be appropriate in this case.  i.e. Lincoln County Tax set, Lancaster County Tax set</div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0QXB0HA">The </span><span style="font-weight: bold;">Non</span> tax set is defaulted to have no tax amounts assigned.  <span style="font-family: Calibri; font-size: 11pt;">To make sure that this is still true</span>, click <span style="font-weight: bold;">Non</span> in the <span style="font-weight: bold;">Tax Set List</span> to select it.  (It will display in purple to indicate that it is selected).  Then make sure that no <span style="font-weight: bold;">Tax Item Names</span> are selected in the <span style="font-weight: bold;">Tax Set Details</span> below.  Each check box should be blank.</div>
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