Sales tax rules contain the sales tax rates that the system will apply to transactions made through Manager, the online shopping cart, and Active POS. There are three types of sales tax rule:
Origin state rules for the states where you pay sales tax according to the shipping location. Enter the state abbreviation as the String to Compare; set Field to Compare to customer.shipstate.
Destination state rules for the states (e.g., Washington) where you pay sales tax according to the local rate at the destination location. Manager normally retrieves these rates from the Customer record (on the Accounting tab); it uses the rates listed in the rule as defaults in case it does not find them there. Because rates can vary among different counties or other locations within a state, you may need multiple rules for these states. To mark a destination state rule, set Destination Tax State to 'Yes.'
Pickup location rules: one for each of your defined pickup locations (tasting room, retail store, etc.); applied when a customer picks up merchandise in person. The Field to Compare (customer.pickuplocation) matches the Customer Pickup Location (on the Shipping tab), for example “Tasting Room.”
The tax can apply to the price of the purchased items alone, or on the item price plus shipping charges (Amount Type = 'Price & Freight').
The Other Charge Tax Id field is used to configure tax structure in QuickBooks.
Sales taxes can differ according to the type of product. The rates you set here will be used for your pickup locations and origin tax states. For destination tax states, they are the default values used when rates are not supplied in the Customer record.
For help configuring Sales Tax rules, please contact Active technical support.
↑ Using rules
Shipping & handling rules
Accounting and tax rules