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My State Sales Tax Rate Just Changed

Q. My state sales tax rate just changed. How do I correct my program?


There is a two step process you will want to follow. First, click on Setups/Accounting and Payroll/Sales Tax Rates. Highlight the Tax Rate you need to change, and click on Edit. Make your changes and click on Ok to save them. That will take care of all future invoices you start.

Next you need to take care of any open/unpaid ROs and Invoices. To do so, open each one, click on the Miscellaneous tab on the left. In the upper left corner of that window, below Service Writer, is Tax Code. Click on Select, then on Ok. This will recalculate the sales tax for that RO or Invoice. Do each open invoice the same.