Setup firm administration

Setting up taxing authorities

The firm administrator (or staff member with security permission to add and edit firm information) should set up taxing authorities to be used in tax areas, which apply state and/or local taxes to your firm’s invoices.
note
You must set up taxing authorities before tax areas.
To set up a taxing authority:
  1. Choose Setup > Taxes > Taxing Authorities to open the Taxing Authorities dialog.
  2. Select the
    Add
     button.
  3. Enter a unique description in the
    Description
     field.
  4. Enter the tax rate in the
    Rate
     field.
  5. From the list in the
    Type
     field, choose either Sales or Service tax.
  6. Enter the appropriate account number in the
    GL Account
     field. This field is optional.
  7. Select
    Enter
     to save your changes.

This article applies to:

  • Product: DT Practice