Tax Adjustment – Out of Jurisdiction Sales

You may need to change the tax field occasionally if you are shipping out of state/province or selling in a different jurisdiction, for example at a craft show. Access: level3 or 4 Create the invoice as you normally would. Enter the

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Customer Sales Tax Exemption

If a customer qualifies for any type of retail sales tax exemption, then you must enter their certificate number into the Terms tab at the bottom of the Contacts file.

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Setting Up Basic Business Data – FR10

Set Up Data icon allows you to enter information pertaining to the basics of your business: name, address, taxes, dates open, scheduling, fiscal start date, etc. You must visit this screen upon initial set up of your program.

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Setting Up Basic Business Data in FR9

Set Up Data icon allows you to enter information pertaining to basic areas of your business: name, address, taxes, dates open, scheduling, fiscal start date, etc. You must visit this screen upon initial set up of the program.

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