Method Community

Dumb question here...can I get an explanation on how/when Sales Tax is added to Estimates and Sales Orders?

Does it make any difference whether a Customer is Taxable or not? It seems like the only thing that determines whether tax is added is whether a line item is taxable or not.

Thanks

Blake,

At the transaction line level level you normally set a tax code to determine if an item is Tax or Non, and then based on the Tax Item that is selected at the very bottom of the invoice is what determines the tax amount.

Normally if a customer is not taxable they would have a Tax Item assigned to them to reflect that and when you select that customer, Method should populate the Tax Item field with the default from there account.

-Michael

Okay, I see that. I only have one Tax Item (Sales Tax). Just about every customer of ours is non taxable, so I'm setting their Tax Code to Non and making sure the Tax Item is blank.

Then all tax figuring seems to be correct and predictable.

For some reason I thought I was seeing some weird tax figuring going on, but I think I've got it now.

Thx