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Firm administration

Set 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 or local taxes to your firm’s invoices.
note
You'll need to set up taxing authorities before tax areas.
To set up a taxing authority:
  1. Go to
    Setup
    Taxes
    Taxing Authorities
    .
  2. Select
    Add
    .
  3. Enter a unique
    Description
    .
  4. Enter the tax rate in
    Rate
    .
  5. Select either
    Sales
     or
    Service tax
     from the list in
    Type
    .
  6. Enter the account number in
    GL Account
    . This field is optional.
  7. Select
    Enter
     to save your changes.

This article applies to:

  • Product: Practice CS
  • Subject: Setup

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