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10.6. Tax Assignments

Tax assignments create a matrix used to find the tax codes to apply to an item given the item's tax type and the tax zone with jurisdiction over the transaction. Nested tax codes, whose calculations are based on other tax codes are shown as indented. To access the master list of tax assignments, go to Accounting > Tax > Tax Assignments. The following screen will appear:

Tax Assignments master list

When creating a tax assignment, you are presented with the following options:

Show All Tax Zones

Select to include all tax zones in the display.

Show Specific Tax Zone

Select to include a specific tax zone in the display.

Show All Tax Types

Select to include all tax types in the display.

Show Specific Tax Type

Select to include a specific tax type in the display.

Tax Assignments

Display lists tax assignments based on the specified parameters.

Note

Some or all of these options may be hidden if you are using an external tax service.