To create a new Tax Area Code:

• Select File > New > Tax Rate from the menu at the top of the screen.
• The Tax Area Properties screen appears.
• This is where you set up and define the Tax Area.

On the Properties screen, there is an assortment of fields.

Area Code: Key in the Tax Area Code. If Vermont, you would key in something like "VT."

Description: Key in the description for the Tax Area. Vermont would be "Vermont"

Below these two standard parameter fields, there is a row of fields that will define the tax rate.

Each tax rate is defined by a Tax Code.

• Think of it this way: There is a general Tax Area; then, within that Tax Area, there are Tax Codes.
• You can create as many rows (Tax Codes) under these fields as you want, but often, you will only need one.
• The first row is the default tax rate for the Tax Area you are defining.
• So, for Vermont, the first row is simply the Vermont sales tax.
• Any additional rows are for exceptions.
• Let's say you live in a state where clothing is not taxed, or where alcohol is taxed higher than the standard item.
• These would be exceptions to the standard state tax.
• You establish an item's Tax Code in that item's Product Properties program.
• iMerchant will then know which items are exceptions to the general tax rate.

The fields (columns) of the row are as follows:

State: Enter the state sales tax rate.

• Enter it with the decimal point but without the percentage sign.
• That is understood by the system.

County: Enter the county tax rate, if applicable.

City: Enter the city tax rate, if applicable.

Other: Enter any other applicable tax rate.

Tax Code: the description for the Tax Code you select automatically displays upon selection.

Rounding Factor: Enter a 5 if you want amount at .50 or more to be rounded up, or a 0 if you do not.

• If you select a 5 $10.355 would be rounded up to $10.36. If you selected 0 it would round down to $10.35.

Receipt Indicator: Key in the code that will print next to each item on the sales slip.

• These can (and probably should) match the actual Tax Code but they don't have to.

Receipt Description: Key in the tax description that will print on the sales slip and on EOD tax reports.

• This must be unique within the selected Tax Area.

Accounting Category : is a lookup field.

• Select the Accounting Category you wish to assign to the Tax Code.
• This will enable you to export Tax G/L information when (or if) you run the G/L Export.

When creating a new Tax Area Code, the first row of blank fields will automatically display, waiting for you to fill them in.

The Tax Code will automatically default to the Default Sales Tax, which, generally, will be the state sales tax.

The default is always going to be in this first row.

If you need to make another row (i.e., select another Tax Code) after filling in the fields of the first row:

• Select File > Add Tax Rate
• The Tax Code program will display, with a list of available Tax Codes from which to choose.
• Select the Tax Code you want from this list.
• If it doesn't exist, you can create a new Tax Code and then use it in the Tax Area program.

To delete a Tax Area Code and description from your system:

•  Select the record you wish to delete from the grid at the bottom of the Find screen.
• The Properties window appears.
• Select Edit > Delete from the menu at the top of the screen.
• A prompt asks you if want to delete the record from the system.
• Click on Yes

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