Enabling Line Item Taxability for Customers

Line item taxability enables a customer to determine the taxability of each line item on an order.

Note: Only one field on the screen is required to enable line item taxability.

To enable line item taxability for a customer:

1. From the Files menu, select Customer to display the Customer Maintenance screen.

2. Display a customer record.

3. Use the Tax # hot key to display the Sales Tax screen.

4. In the Line Item Taxability field, press F10 to display the line item taxability options and select one.

• Disabled – The system does not allow the application of sales tax at the line item level. This is the default.

• Always Prompt – Displays the previous selection for that product each time this customer orders a product and prompts whether to change it.

• Prompt if Not Bought – Prompts for a tax selection when the customer orders a product that has not been purchased before. Thereafter, the system uses that selection and does not display any prompt.

• Enabled – The system allows the application of sales tax at the line item level. The system prompts the user to specify each line item's taxability and allows them to update the TAX field when in the Line Item Taxable view.

• Press Esc to save your changes and exit this screen.

See Also:

Sales Tax Jurisdiction Codes Overview

Sales Tax Overview

Accounting Setup Overview