Assigning sales tax codes

Customer icon When a customerʼs shipping address is in any of certain destination tax states (for example, Washington), youʼre required to charge state and local sales taxes according to the address-based rates established there. You tell Manager which Sales Tax rule to use in the Customer – Data Entry dialog (on the Accounting tab), by selecting the customerʼs town or county or the state tax code number, if you know it.

You can retrieve sales tax information for one or more selected customers at any time.

To assign sales tax codes:

  1. In the Customer list, select the customers for whom you want to retrieve tax codes.

  2. From the Actions menu, choose Assign Sales Tax Code.

Manager retrieves the codes and tax rates for the selected customers from the ShipCompliant database (or the stateʼs department of revenue), and sends you a report by e-mail when it has finished. You can view the actual data in the Customer list (choose Sales Tax Rates and Tax Code from the View menu).

The Club Run Wizard performs this step before every club release, to keep up with changing local tax rates.

Repairing errors

When Manager fails to locate tax code information for an address, its e-mailed report to you will include the customerʼs name and the details of the error. You can view these errors in the Job Log, and you can usually repair them by assigning the codes and rates manually, either by selecting a town or county from a list or by retrieving them from the stateʼs web site.

To view sales tax errors:

After running the Assign Sales Tax Code command,

  1. Search the Job Queue for recently completed jobs. (Use the saved search 'Jobs Completed Today.')

  2. Locate the Tax Code Lookup job that you ran.

  3. Right-click the job and choose Job Log from the menu.

  4. In the Job Log list, read the error data in the Description column.

Assigning tax codes manually

For shipping addresses within the state of Washington, you can look up a tax rate by address. Click Manual Tax Rate Lookup to connect to the state governmentʼs web site and enter the details. When you locate the data on the site, copy it into the customer Destination Tax Data fields and save.

If you know either the State Tax County or the official State Tax Code, you can select them directly from the lists.

Exporting to accounting

If youʼve integrated Manager with QuickBooks Accounting, you can export the sales tax codes and rates to it along with your other customer data: see Λctiv8 Manager—QuickBooks Integration.

Related topics:

Managing customers

Maintaining customer records

Validating addresses

Assigning sales tax codes

Calculating customer proximity

Assigning customer attributes

Tracking customer source

Managing web IDs

Customer list views

Managing club memberships

Wholesale customers