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To

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update the tax tables:

1. Go to the System Maintenance tab.

2. Select Financial from the left side panel.

3. Click on the Tax Tables icon, to open the Tax Tables window.

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4. Click the Load Tax Tables button.

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   IMPORTANT: The Description # fields, are associated to the corresponding Tax Rate # in the Tax Table.

5. You can edit an existing entry or create a new entry.
   

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6. Fill out the Description #1 fieldFor Example, “Description #1” is linked to “Tax Rate #1”.
   

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   • A description MUST be entered in order to enter a Tax Rate Percentage in the table. If a description is not entered the Tax Rate # field will not allow for data entry.
     
     

7. Fill in the necessary Description #1 Field, this is typically listed as “Sales Tax”.

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8. Then proceed to fill in the column information in the Tax Table. The below fields are required:

   • Store - The store Store Number.

   • Tax Class - use the drop down menu to select the appropriate class, if classes are not being used default is the only option.

   • Start Date - When the tax rate goes into effect.

   • End Date - When the tax rate ends. (Usually this is left blank.)

   • Tax Rate #1 - The Sales Tax Percentage.
     

     

9. The additional tax rate columns (Tax Rate #2, Tax Rate #3, Tax Rate #4, Tax Rate #5) can be used if additional tax rates need to be reportedIf an additional Tax Rate needs to be reported use the next available Description # and Tax Rate # Fields (#2, #3, #4, #5) to enter the necessary information.

   Reminder;a Description # must be filled in to correlate with the corresponding Tax Rate #. For example if a county County Tax is collected in addition to the state sales tax rate.
   To update this informationState Sales Tax rate:

   1. First add a Description name in the next available field. Please note if a description is not filled in you will not be able to enter a tax rate.
      

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      , in this example Description #2.

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   2. Then add the percentage amount in the Appropriate Associated Tax Rate Column:
      

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      , in this example Tax Rate #2.
      

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10. If there is a Tax Rate Change DO NOT modify the existing tax rates. You first must enter an end date to the existing tax rates on the line item. dd a new Tax Rate.

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    rate but proceed with the below procedures. In this example we will be changing the Sales Tax Rate from 8.25% to 8.5%:
    

    1. Add an End Date in the End Date Column of the existing current tax rate. The end date will be the date that the New Tax Rate goes into effect.
       

       

    2. Create a New Tax Rate Line filling in all required fields. for the required change. In this example we would fill in the below details:

       • Store Number - 10

       • Tax Class - Default

       • Start Date - 2023-01-01

         • IMPORTANT: The End Date of the current Tax Rate and the Start Date of the New Tax Rate should be the SAME Date.

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       • End Date (if known, this can be left blank).

       • Tax Rate #1 - Sales Tax increase to 8.5

       • Tax Rate #2 - remains 2.0

         • Please note, you will need to carry over all Tax Rate’s being utilized at your location when creating a new tax row.

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    3. Tax Rate Changes can be added at any time with future dates. Meaning if you are aware of an upcoming tax rate change you can prepare the changes in advance to ensure everything will be ready using the above instructions.

11. Once all Tax Fields are filled out appropriately Click Save or F5 on your computer keyboard to complete and save the changes.

    • Please note: Do not select tab or click on next available row below the current tax rate. This will automatically start to create a new Tax row which should be avoided.