Setup firm administration

Setting up tax areas

The firm administrator (or staff member with security permission to add and edit firm information) should set up tax areas representing state and local taxes by combining applicable taxing authorities into a single entry. You must set up taxing authorities before tax areas.
To set up a tax area:
  1. Choose Setup > Taxes > Tax Areas.
  2. Select the
    Add
     button.
  3. Enter a unique description in the
    Description
     field.
  4. In the Taxing Authority information grid, use the drop-down list to choose all appropriate taxing authorities. Enter one per line.
    note
    Rate
    ,
    Type
    , and
    GL Account
     are read-only fields.
  5. Select
    Enter
     to save your changes.

This article applies to:

  • Product: DT Practice