Summary
This guide covers the process of configuring the Local Tax
Configuration Steps
Configure Tax Vendor
Navigate to Setup/Finance/Taxes/Tax Vendor screen and configure Vendor as LogiSense
2. Configure Tax Rate
Navigate to Setup/Finance/Taxes/Tax Rate screen. Add a Tax Rate. The following fields will appear on the screen.
Name: Required
DisplayName: Not Required
Rate: Required
GL code: Not required
3. ConfigureTax Code
Navigate to Setup/Finance/Taxes/Tax Code screen. The following fields will appear on the screen.
Name: Required
DisplayName: Not Required
Tax Vendor: Required
Service Tax Category: Not required
Account Tax Category: Not required
Country: Not required
State: Not required
Option Only Report Tax: Not required.Can be configured as needed
Option Tax Usage Only: Not required. Can be configured as needed
Tax Rate
Select the Tax Rate from the dropdown list and add to the Tax code.
Note: Transactions are taxed based on the Rate attached to the Tax code
