Big Business provides an array of sales tax features and options including:
• Customer Tax Status - to automatically calculate, or exempt, each customer
• Contact Tax Status - to automatically calculate, or exempt, each Ship-To for customers with multiple locations
• TaxJar Lookup - to automatically look up each shipping address with TaxJar
• Custom Lookup - to automatically look up each shipping address with your state

Big Business lets you select the Sales Tax on an Invoice. This is convenient if Sales Tax on the Customer Card is different--for example an out-of-state customer who is normally exempt, purchases in person and needs to pay local sales tax rates. (6173)

Big Business lets you select the Sales Tax on an Invoice. When you enter a Customer on an Invoice, their addresses, Terms, and so on are copied from the Customer Card, including their Sales Tax.

To change the Sales Tax setting:

1. Click on the pulldown arrow in the Sales Tax label

2. Select a Sales Tax entry

The Tax will update using the new rate selected.

Big Business simplifies Sales Taxes, making it easy to calculate and track taxes where different rates apply to different items, such as food and non-food, or different rates apply for different amounts.

This Solution describes the settings for Sales Taxes. (6299)

To define a simple Sales Tax, enter:

• Sales Tax Name - to identify the Sales Tax, such as "Charlotte" or "Out-Of-State"

• Account Code - for Sales Tax collected, like "2310 - Sales Tax Payable"

• Tax Rate - a percentage entered as a number like "7.25" for 7.25% tax

Click OK to save your Sales Tax definition.


To define a more complex Sales Tax, you might add:

• Group - to use grouped menus, such as by State

• Calc 1st - set a Tax Rate to apply first in a compound calculation

• Tax #2 - set a Tax Rate to use a second tax calculation for different items

• Limit - set a Tax Rate to apply up to the Limit specified

• Tax Tag - sets the Tax checkbox for Items with the Tag so only tagged Items are taxed

Please contact Support for help with settings. There are also options for Taxable Amounts to be used in Other Charges, to have Other Charges included in Taxable Amounts, and so on.

The pictured Sales Tax sets Items with the Tag, "Non-Food" to be taxed at 7.25% and other Items marked Taxable to be taxed at 2%.

Tax Exempt makes it simple to override tax calculations for tax-exempt customers.

This Solution provides details. (6855)

Big Business will automatically calculate the Sales Tax for a Line Item if the following conditions are met:
-the Tax Status is properly defined with a Category and a calculation
-the Customer for the transaction has a Tax Status assigned
-the Taxable checkbox on the Item Card is checked

This works for most situations because if one criterion is not met, tax is not calculated for the Line Item. You can define 0% Tax Statuses (e.g. Out of State) and nontaxable Items.

This poses a problem when you run into an exception. You cannot change the Taxable status of a Line Item without changing its Item Card. (3193)

Big Business lets you change the Tax Status of a Line Item on a Sales Transaction simply by clicking the Tax Status checkbox. Previously, this checkbox only indicated whether or not an Item was taxable.

For tax to calculate:

• The Customer selected must have a taxable Tax Status.

• The Customer's Tax Status must be properly defined.

• The Line Item Tax Status checkbox must be checked.


If Tax is not being calculated:
1. Open the Customer Card, for the specified Customer.
2. On the History tab, select Show List from the Tax Status Pull-Down menu.
3. Click the Edit button to review the Customer's current Tax Status.
4. Confirm that an Account Code and a Tax Rate are properly specified.
If any changes are necessary:
5. Save changes to Tax Status and to the Customer Card by clicking the OK buttons.
6. Select the Customer, again, on the transaction, to load the new Tax Status information.

Defining Complex Sales Taxes
Big Business supports VAT (Value Added Tax) and other complex sales tax structures. You can define and use sales tax rates that combine multiple individual taxes—local, provincial, and federal, for example. If you choose the Calculate First option for a tax, other taxes are calculated to include it.

To define complex sales tax structures:
1. Choose Show List from the Tax Status QuickPop list in the History tab of a Customer Card.
2. Click the Add button.
3. In the Add Sales Tax Item dialog box, define the tax, then click the OK button. (3076)

Big Business supports complex sales tax structures. You can define and use sales tax rates that combine multiple individual taxes—local, provincial, and federal, for example. If you choose the Calculate First option for a tax, other taxes are calculated to include it.

To define complex sales tax structures:
1. Choose Show List from the Tax Status QuickPop list in the History tab of a Customer Card.
2. Click the Add button.
3. In the Add Sales Tax Item dialog box, define the tax, then click the OK button.

Taxes which use the Calculate First option are itemized in the Notes for an Invoice.

This Solution describes how to set up and collect complicated taxes, such as value added tax. (VAT) or compound taxes. You can set up taxes so that they incorporate various local and provincial taxes. (5173)

Big Business supports VAT (Value Added Tax) and other complex sales tax structures. You can define and use sales tax rates that combine multiple individual taxes--local, provincial, and federal, for example. To define complex sales tax structures, choose Show List from the Tax Status QuickPop in the History tab of a Customer Card. To add additional taxes, click on the plus button and enter the appropriate Sales Tax name, Account Code, and Tax Rate. To add more than one tax, click on the plus button and insert additional Account Codes and Tax Rates. If you click on the Calculate First checkbox for a tax, the tax will be calculated before calculating additional taxes (compound). If any of the individual taxes use the Calculate First option, the effective tax rate will be calculated and displayed.

The breakdown of compound taxes is automatically included in the Notes field on built-in Invoice forms.

To define complex sales tax structures:
1. Choose Show List from the Tax Status QuickPop list in the History tab of a Customer Card.
2. Click the Add button.
3. In the Add Sales Tax Item dialog box, define the tax, then click the OK button.

Taxes which use the Calculate First option are itemized in the Notes for an Invoice.

Sales Tax Groups let you organize Sales Taxes into groups, such as the states in which you have nexus and must collect sales tax. Then you can have Albany for NY and GA.

Turn on Sales Tax Groups in the Customer Prefs and restart Clients to use the setting.

Then in any Tax pulldown choose Show List to Add or Edit, Albany for GA, and NY.

Tax Status has been added to the Contact card to automate Sales Tax changes when switching Addresses.

This Solution describes the settings for Sales Taxes. (6725)

Sales Taxes Search is a new tool on the Reporting toolbar. Use it to Find and Update your Tax Statuses. For example, find the entries for a state and mark them Inactive when they are being replaced by address lookup.