Sales tax rules

Sales tax ruleSales 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:

The tax can apply to the price of the purchased items alone, or on the item price plus shipping charges (Amount Type = 'Price & Freight').


QuickBooks Accounting

Sales Tax rule—QuickBooks Accounting The Other Charge Tax Id field is used to configure tax structure in QuickBooks.


Tax Categories

Sales tax rule—Tax Categories 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.


Related topics:

Using rules

Discount rules

Shipping & handling rules

Accounting and tax rules

POS rules

Other rules