1. Make sure the Business rule to allow for the collection of Sales Tax is turned on
  2. Go to Accounts Receivable > Configuration > Products and Billing items
  3. Click the small drop down arrow next to New Flat Rate Item and select New Sales Tax Item instead
  4. In the Item ID field type in a name for this Sales Tax Item
  5. Provide a description for this Sales Tax Item
  6. Choose what dates this tax can be used on in the Dates field.
  7. On the Item tab select a Sales Tax Entity then enter the percent and distributions.
  • NOTE: If the Sales Tax Entity drop down menu is blank or is missing the option you would like to choose go to Configuration > Tables > Sales Tax Entity and add a new table entry.
  1. Fill in any other information and click Save